EDUCATION FOUNDATION OF MARTIN COUNTY (EIN 650304639) - 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

1991

Legal Domicile

Principal Officer

LISA RHODES

Phone

7726008062

Tax Period

2024-07-01 to 2025-06-30

EDUCATION FOUNDATION OF MARTIN COUNTY, founded in 1991, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.4M in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $368K, a strong 27% operating margin.

Mission

THE EDUCATION FOUNDATION OF MARTIN COUNTY (EFMC)IS A NOT-FOR-PROFIT 501(C)(3), COMMUNITY INVESTMENT ORGANIZATION COMPRISED OF BUSINESS LEADERS, COMMUNITY VOLUNTEERS, AND SCHOOL OFFICIALS WITH THE MISSION OF ENRICHING AND ENHANCING EDUCATION OPPORTUNITIES FOR ALL STUDENTS AND TEACHERS OF THE MARTIN COUNTY SCHOOL DISTRICT, THROUGH EFFECTIVE FUNDRAISING EFFORTS, POSITIVE COLLABORATIVE PARTNERSHIPS, INNOVATIVE PROGRAMMING, AND EFFICIENT ALLOCATION OF RESOURCES.

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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 $1,207,770

Program Service Revenue $0

Investment Income $10,766

Other Revenue $165,408

TOTAL REVENUE $1,383,944

Expense Breakdown

Grants Paid $604,651

Salaries & Benefits $303,982

Fundraising Expenses $35,829

Program Expenses $959,632

Other Expenses $107,444

TOTAL EXPENSES $1,016,077

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,383,944	$1,132,351	+0.2%
Expenses	$1,016,077	$1,255,048	-0.2%
Net Income	$367,867	$-122,697	-4.0%

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

200

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

$103,459

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GAYLE HARRELL	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL MOEHRING	TREASURER	3.00	Officer Director	$0	$0	$0
KEVIN STATEN	DIRECTOR	2.00	Director	$0	$0	$0
LINDA FITZPATRICK	DIRECTOR	2.00	Director	$0	$0	$0
IAN COTNER	DIRECTOR	2.00	Director	$0	$0	$0
TYSON WATERS	SECRETARY	3.00	Officer Director	$0	$0	$0
LINDA PROBST	DIRECTOR	2.00	Director	$0	$0	$0
VANESSA MOLINA	DIRECTOR	2.00	Director	$0	$0	$0
JEANINE WEBSTER	DIRECTOR	2.00	Director	$0	$0	$0
PAT MURRAY	DIRECTOR	2.00	Director	$0	$0	$0
DR JENNIFER DITRAPANI DVM	DIRECTOR	2.00	Director	$0	$0	$0
KELLEY DECOWSKI	DIRECTOR	2.00	Director	$0	$0	$0
DR LOIS MCGUIRE	PRESIDENT	3.00	Officer Director	$0	$0	$0
JENNIFER RUSSELL	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL MAINE	DIRECTOR	2.00	Director	$0	$0	$0
JOSHUA PERRY	DIRECTOR	2.00	Director	$0	$0	$0
LISA RHODES	EXECUTIVE DIRECTOR	40.00	Officer	$103,459	$0	$103,459

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	$1,383,944	$1,016,077	$864,003	$367,867
2024	No data	No data	No data	No data
2023	$966,858	$952,732	$618,244	$14,126
2022	$807,086	$717,674	$616,898	$89,412
2021	$762,376	$623,570	$540,361	$138,806
2021	$743,108	$621,615	$523,048	$121,493
2020	$712,271	$772,260	$399,555	$-59,989
2019	$750,390	$752,819	$432,453	$-2,429

EDUCATION FOUNDATION OF MARTIN COUNTY