HOMER EDUCATION FOUNDATION (EIN 510537926) - 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

2005

Legal Domicile

Principal Officer

MATTHEW R NEUMAN

Phone

3157270291

Tax Period

2025-01-01 to 2025-12-31

HOMER EDUCATION FOUNDATION, founded in 2005, is a micro nonprofit in the Education sector that reported $22K in total revenue in fiscal year 2025. Revenue surged 5942% from the prior year, signaling strong growth momentum. The organization ran a surplus of $7K, a strong 32% operating margin.

Mission

TO FUND PROGRAMS OF HOMER CENTRAL SCHOOL DISTRICT FOR THE BENEFIT OF THE STUDENTS

🔒

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 (2025)

Revenue Breakdown

Contributions & Grants $20,305

Program Service Revenue $0

Investment Income $1,868

Other Revenue $0

TOTAL REVENUE $22,173

Expense Breakdown

Grants Paid $799

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $15,136

Other Expenses $14,337

TOTAL EXPENSES $15,136

Year-over-Year Comparison

	2025	2024	Change
Revenue	$22,173	$367	+59.4%
Expenses	$15,136	$2,353	+5.4%
Net Income	$7,037	$-1,986	-4.5%

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

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
CHARLES JERMY II	TRUSTEE & V.	2.00	Officer Director	$0	$0	$0
CHARLES JERMY III	TRUSTEE & TR	2.00	Officer Director	$0	$0	$0
MATTHEW R NEUMAN	PRESIDENT &	5.00	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
2025	$22,173	$15,136	$724,885	$7,037
2024	$367	$2,353	$649,001	$-1,986
2023	$966	$2,335	$587,094	$-1,369
2022	$99	$6,237	$532,383	$-6,138
2021	$4,205	$5,884	$604,487	$-1,679

HOMER EDUCATION FOUNDATION