MONROE COUNTY EDUCATION FOUNDATION INC (EIN 650551178) - 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

1995

Legal Domicile

Principal Officer

BRYAN GREEN

Phone

3052931400

Tax Period

2024-07-01 to 2025-06-30

MONROE COUNTY EDUCATION FOUNDATION INC, founded in 1995, is a community nonprofit in the Education sector that reported $2.4M in total revenue in fiscal year 2024. The organization ran a surplus of $757K, a strong 32% operating margin.

Mission

TO AID, SUPPLEMENT, IMPROVE, ENHANCE AND COMPLEMENT THE ACTIVITIES OF THE PUBLIC SCHOOL SYSTEM.

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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 $2,312,881

Program Service Revenue $0

Investment Income $48,566

Other Revenue $2,043

TOTAL REVENUE $2,363,490

Expense Breakdown

Grants Paid $1,308,871

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,585,783

Other Expenses $297,434

TOTAL EXPENSES $1,606,305

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,363,490	$2,426,808	0.0%
Expenses	$1,606,305	$1,518,291	+0.1%
Net Income	$757,185	$908,517	-0.2%

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

370

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
BRYAN GREEN	PRES. THRU 12/24; TREAS. AS OF 1/25	1.25	Officer Director	$0	$0	$0
RON SAUNDERS	VP THRU 12/24; PRES. AS OF 1/25	0.25	Officer Director	$0	$0	$0
MARIANNE FINIZIO	DIRECTOR THRU 12/24; VP AS OF 1/25	0.25	Officer Director	$0	$0	$0
CHUCK LICIS-MASSON	TSIC COORDINATOR/EXECUTIVE DIRECTOR	5.00	Officer Director	$0	$0	$0
MARY CHAMBERS	TREAS. THRU 12/24; DIR. AS OF 1/25	0.50	Officer Director	$0	$0	$0
TERRY HUFF	SECRETARY	0.50	Officer Director	$0	$0	$0
JOHN PADGET	PRESIDENT EMERITUS	0.25	Director	$0	$0	$0
THERESA AXFORD	DIRECTOR	0.25	Director	$0	$0	$0
LAURA CIAMPA	DIRECTOR	0.25	Director	$0	$0	$0
JEROME COVINGTON	DIRECTOR	0.25	Director	$0	$0	$0
ZAYRA FOSSE	DIRECTOR AS OF 1/25	0.25	Director	$0	$0	$0
JEFF FROST	DIRECTOR	0.25	Director	$0	$0	$0
JJAY GRAZETTE	DIRECTOR	0.25	Director	$0	$0	$0
TIM MALONEY	DIRECTOR	0.25	Director	$0	$0	$0
HOLLY RASCHEIN	DIRECTOR	0.25	Director	$0	$0	$0
CHARLENE WHITE	DIRECTOR	0.25	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	$2,363,490	$1,606,305	$16,820,956	$757,185
2024	$2,426,808	$1,518,291	$15,776,474	$908,517
2023	$2,225,345	$1,463,524	$15,052,497	$761,821
2022	$1,896,279	$1,403,940	$14,476,181	$492,339
2021	$843,286	$1,243,326	$14,201,570	$-400,040
2020	$2,782,119	$1,340,270	$14,708,448	$1,441,849
2019	$1,418,692	$1,236,520	$13,348,172	$182,172

MONROE COUNTY EDUCATION FOUNDATION INC