MONROE 2-ORLEANS EDUCATIONAL FOUNDATION INC (EIN 562354704) - 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

2002

Legal Domicile

Principal Officer

JO ANNE ANTONACCI

Phone

5853499009

Tax Period

2024-07-01 to 2025-06-30

MONROE 2-ORLEANS EDUCATIONAL FOUNDATION INC, founded in 2002, is a small nonprofit in the Education sector that reported $188K in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $41K, a strong 22% operating margin.

Mission

SUPPORTS SCHOLARSHIPS FOR STUDENTS WHO HAVE TAKEN A NON-TRADITIONAL PATH THROUGH THEIR K-12 SCHOOLING AND WHO PLAN TO CONTINUE ON TO COLLEGE OR PURSUE CAREER TRAINING.

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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 $78,692

Program Service Revenue $0

Investment Income $109,112

Other Revenue $0

TOTAL REVENUE $187,804

Expense Breakdown

Grants Paid $81,714

Salaries & Benefits $0

Fundraising Expenses $8,354

Program Expenses $81,714

Other Expenses $65,044

TOTAL EXPENSES $146,758

Year-over-Year Comparison

	2024	2023	Change
Revenue	$187,804	$173,185	+0.1%
Expenses	$146,758	$102,761	+0.4%
Net Income	$41,046	$70,424	-0.4%

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

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
JOSEPH KELLY	PRESIDENT	5.00	Officer Director	$0	$0	$0
KEITH BOCK	DIRECTOR	5.00	Director	$0	$0	$0
C TOD EAGLE	DIRECTOR	5.00	Director	$0	$0	$0
PAUL SALMIN	TREASURER	5.00	Officer Director	$0	$0	$0
SUSAN RIZZO	DIRECTOR	5.00	Director	$0	$0	$0
NANCY GERACI	DIRECTOR	5.00	Director	$0	$0	$0
DR MICHELLE ERKLENZ-WATTS	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
DR SUSAN BRANNEN	DIRECTOR	5.00	Director	$0	$0	$0
MICHAEL CRUMB	DIRECTOR	5.00	Director	$0	$0	$0
DR CASEY KOSIOREK	DIRECTOR	5.00	Director	$0	$0	$0
DR DEBORAH LEH	SECRETARY	5.00	Officer Director	$0	$0	$0
LEIGH NENNI	DIRECTOR	5.00	Director	$0	$0	$0
LORI ROE	DIRECTOR	5.00	Director	$0	$0	$0
MARK ESPOSITO	DIRECTOR	5.00	Director	$0	$0	$0
MICHAEL PLACE	DIRECTOR	5.00	Director	$0	$0	$0
SHERRY JOHNSON	DIRECTOR	5.00	Director	$0	$0	$0
MARCIA BARTALO	DIRECTOR	5.00	Director	$0	$0	$0
GEORGE PIETROPAOLO	DIRECTOR - JOINED 8/24	5.00	Director	$0	$0	$0
COURTNEY TER-VELDI	DIRECTOR - JOINED 2/25	5.00	Director	$0	$0	$0
JO ANNE ANTONACCI	DIRECTOR - JOINED 8/24	5.00	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	$187,804	$146,758	$2,092,482	$41,046
2024	$173,185	$102,761	$1,918,842	$70,424
2023	$116,411	$112,200	$1,769,068	$4,211
2022	$314,510	$108,527	$1,649,572	$205,983
2021	$183,464	$95,130	$1,918,392	$88,334
2020	$129,779	$94,364	$1,499,273	$35,415
2019	$108,507	$116,173	$1,556,961	$-7,666
2018	$116,294	$121,583	$1,573,279	$-5,289

MONROE 2-ORLEANS EDUCATIONAL FOUNDATION INC