MATHCOUNTS Foundation (EIN 541295407) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1984

Legal Domicile

Principal Officer

Kristen Chandler

Phone

7032999006

Tax Period

2024-08-01 to 2025-07-31

MATHCOUNTS Foundation, founded in 1984, is a community nonprofit in the Education sector that reported $3.3M in total revenue in fiscal year 2017. Expenses of $3.1M left a modest 8% surplus.

Mission

Providing engaging math programs for US middle school students.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,225,212

Program Service Revenue $1,471,916

Investment Income $237,194

Other Revenue $0

TOTAL REVENUE $2,934,322

Expense Breakdown

Grants Paid $351,816

Salaries & Benefits $1,712,930

Fundraising Expenses $164,612

Program Expenses $3,109,913

Other Expenses $1,428,340

TOTAL EXPENSES $3,493,086

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,934,322	$4,451,400	-0.3%
Expenses	$3,493,086	$3,261,897	+0.1%
Net Income	$-558,764	$1,189,503	-1.5%

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

Volunteers

17000

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

$267,618

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Nancy Blackwell	Chair	1.00	Officer Director	$0	$0	$0
Tricia Hatley	Vice Chair	1.00	Officer Director	$0	$0	$0
Jon Owen	Treasurer	1.00	Officer Director	$0	$0	$0
Joann Acosta	Director	1.00	Director	$0	$0	$0
Brian Baldrate	Director	1.00	Director	$0	$0	$0
Chris Bradshaw	Director	1.00	Director	$0	$0	$0
Keri Connors	Director	1.00	Director	$0	$0	$0
Abraham El	Director	1.00	Director	$0	$0	$0
Shawn Gundrum	Director	1.00	Director	$0	$0	$0
Katherine Guthrie	Director	1.00	Director	$0	$0	$0
Ryan Hill	Director	1.00	Director	$0	$0	$0
Jennifer Kass	Director	1.00	Director	$0	$0	$0
Karen Keniff	Director	1.00	Director	$0	$0	$0
Michelle Nal	Director	1.00	Director	$0	$0	$0
John Park	Director	1.00	Director	$0	$0	$0
Laura Partridge	Director	1.00	Director	$0	$0	$0
Ken Whyte	Director	1.00	Director	$0	$0	$0
Ding Zhou	Director	1.00	Director	$0	$0	$0
Kristen Chandler	Executive Director & Secretary	40.00	Officer	$242,965	$24,653	$267,618
Amanda Naar	Deputy Dir & Dir. of Strategy	40.00	Highest	$208,478	$19,864	$228,342
Chris Bright	Director of Programs	40.00	Highest	$112,167	$14,472	$126,639

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	$2,934,322	$3,493,086	$5,899,799	$-558,764
2024	$4,451,400	$3,261,897	$6,323,346	$1,189,503
2023	$2,687,820	$3,134,898	$6,157,589	$-447,078
2022	$3,956,274	$2,963,177	$6,563,497	$993,097
2021	$3,161,450	$2,472,644	$5,939,656	$688,806
2020	$3,092,069	$2,174,284	$4,751,301	$917,785
2019	$2,828,510	$2,775,355	$3,807,879	$53,155
2018	$3,339,271	$3,067,438	$3,582,138	$271,833

MATHCOUNTS Foundation