MADRID EDUCATIONAL ENDOWMENT FOUNDATION (EIN 421350462) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1989

Legal Domicile

Principal Officer

Marty Knox

Phone

5157952730

Tax Period

2024-07-01 to 2025-06-30

MADRID EDUCATIONAL ENDOWMENT FOUNDATION, founded in 1989, is a micro nonprofit in the Unknown sector that reported $73K in total revenue in fiscal year 2024. Revenue surged 52% from the prior year, signaling strong growth momentum. The organization ran a surplus of $61K, a strong 83% operating margin.

Mission

Organized to promote, develop and foster excellence in all aspects of the Madrid Community School District by providing a source of capital

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,020

Program Service Revenue $0

Investment Income $70,929

Other Revenue $0

TOTAL REVENUE $72,949

Expense Breakdown

Grants Paid $12,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $12,000

Other Expenses $422

TOTAL EXPENSES $12,422

Year-over-Year Comparison

	2024	2023	Change
Revenue	$72,949	$48,039	+0.5%
Expenses	$12,422	$8,401	+0.5%
Net Income	$60,527	$39,638	+0.5%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
KRISTA DEAN	DIRECTOR	Director	$0	$0	$0
PEGGY NARDINI	DIRECTOR	Director	$0	$0	$0
BRIANN POLICH	DIRECTOR	Director	$0	$0	$0
JENNIFER LOBECK	DIRECTOR	Director	$0	$0	$0
MARDI PEASLEY	SECRETARY	Director	$0	$0	$0
SARAH CRONK	TREASURER	Director	$0	$0	$0
MARTY KNOX	PRESIDENT	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$72,949	$12,422	$964,784	$60,527
2024	$48,039	$8,401	$904,257	$39,638
2023	$415,764	$31,434	$864,619	$384,330

MADRID EDUCATIONAL ENDOWMENT FOUNDATION