Martis Valley Education Foundation (EIN 473892489) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2015

Legal Domicile

Principal Officer

Julie Swan

Phone

4158511780

Tax Period

2024-01-01 to 2024-12-31

Martis Valley Education Foundation, founded in 2015, is a small nonprofit in the Education sector that reported $520K in total revenue in fiscal year 2024. Revenue surged 395% from the prior year, signaling strong growth momentum. Expenses of $1.1M exceeded revenue, resulting in a 110% operating deficit.

Mission

Substantially below cost lease of real property to public charities.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $520,000

Program Service Revenue $24

Investment Income $0

Other Revenue $0

TOTAL REVENUE $520,024

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,074,295

Other Expenses $1,094,446

TOTAL EXPENSES $1,094,446

Year-over-Year Comparison

	2024	2023	Change
Revenue	$520,024	$105,000	+4.0%
Expenses	$1,094,446	$975,954	+0.1%
Net Income	$-574,422	$-870,954	-0.3%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
Erik Swan	President	4.00	Officer Director	$0	$0	$0
Julie Swan	Secretary/Treasurer	10.00	Officer Director	$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
2024	$520,024	$1,094,446	$15,706,465	$-574,422
2023	$105,000	$975,954	$16,381,207	$-870,954
2022	$60,012	$714,129	$16,991,383	$-654,117
2021	$305,000	$800,141	$17,594,636	$-495,141
2020	$130,010	$648,548	$18,234,727	$-518,538
2019	$1,804,653	$1,020,310	$18,776,954	$784,343
2018	$2,150,232	$1,054,181	$18,712,654	$1,096,051

Martis Valley Education Foundation