MADISON EDUCATION FOUNDATION (EIN 432001702) - 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

2003

Legal Domicile

Principal Officer

MARIE FRANCE GREER

Phone

9733770296

Tax Period

2024-07-01 to 2025-06-30

MADISON EDUCATION FOUNDATION, founded in 2003, is a small nonprofit in the Education sector that reported $111K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Expenses of $157K exceeded revenue, resulting in a 42% operating deficit.

Mission

THE MADISON EDUCATION FOUNDATION WAS FORMED TO (I) ENCHANCE AND EXPAND EDUCATIONAL ENRICHMENT OPPORTUNITIES FOR ALL STUDENTS IN THE MADISON PUBLIC SCHOOL DISTRICT AND (II) SUPPORT LONG RANGE FLEXIBILITY FOR DISTRICT SCHOOLS BY ENCOURAGING COMMUNITY-WIDE PARTICIPATION AND PHILANTROPY FOR EDUCATIONAL INITIATIVES. THE FOUNDATIONS'S MISSION IS TO CONTRIBUTE TO EDUCATIONAL INNOVATION BY FUNDING IDEAS PROPOSED BY FACULTY AND STAFF THAT ARE DESIGNED TO PROVIDE STUDENTS WITH KNOLEDGE AND SKILLS.

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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 $82,793

Program Service Revenue $0

Investment Income $673

Other Revenue $27,119

TOTAL REVENUE $110,585

Expense Breakdown

Grants Paid $143,555

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $143,555

Other Expenses $13,805

TOTAL EXPENSES $157,360

Year-over-Year Comparison

	2024	2023	Change
Revenue	$110,585	$123,596	-0.1%
Expenses	$157,360	$96,654	+0.6%
Net Income	$-46,775	$26,942	-2.7%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARLENA FASS	PRESIDENT	5.00	Officer	$0	$0	$0
SUSAN HAN	TREASURER	5.00	Officer	$0	$0	$0
BERYL LIN	SECRETARY	5.00	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	$110,585	$157,360	$97,277	$-46,775
2024	$123,596	$96,654	$142,202	$26,942
2023	$100,837	$139,428	$115,259	$-38,591
2022	$99,086	$76,646	$153,850	$22,440
2021	$113,864	$146,114	$131,410	$-32,250
2020	$100,537	$100,800	$163,661	$-263
2019	$144,487	$213,365	$163,924	$-68,878
2018	$120,860	$154,755	$232,774	$-33,895

MADISON EDUCATION FOUNDATION