Martinez Education Foundation (EIN 680031693) - 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

1983

Legal Domicile

Principal Officer

Rochelle Badgley

Phone

9253135562

Tax Period

2024-01-01 to 2024-12-31

Martinez Education Foundation, founded in 1983, is a small nonprofit that reported $446K in total revenue in fiscal year 2024. Revenue surged 154% from the prior year, signaling strong growth momentum. The organization ran a surplus of $187K, a strong 42% operating margin.

Mission

Martinez Education Foundation (MEF) is a community-based partnership of energetic volunteers committed to providing resources to enhance educational opportunities for our children. MEF believes education is both an investment and a priority for the Martinez community.

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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 $376,131

Program Service Revenue $0

Investment Income $40,734

Other Revenue $29,547

TOTAL REVENUE $446,412

Expense Breakdown

Grants Paid $239,524

Salaries & Benefits $0

Fundraising Expenses $2,602

Program Expenses $240,469

Other Expenses $19,712

TOTAL EXPENSES $259,236

Year-over-Year Comparison

	2024	2023	Change
Revenue	$446,412	$175,790	+1.5%
Expenses	$259,236	$141,320	+0.8%
Net Income	$187,176	$34,470	+4.4%

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
Rochelle Siote Badgley	President	2.00	Officer Director	$0	$0	$0
Jack Funk	Vice President	2.00	Officer Director	$0	$0	$0
Robert Vereschagin	Treasurer	5.00	Officer Director	$0	$0	$0
Kathy Widner	Secretary	2.00	Officer Director	$0	$0	$0
Michael Beck	Director	1.00	Director	$0	$0	$0
Jenn Zauner Clauson	Director	1.00	Director	$0	$0	$0
Catherine Franco	Director	1.00	Director	$0	$0	$0
Bobbi Horack	Director	1.00	Director	$0	$0	$0
Anne Horack Martin	Director	2.00	Director	$0	$0	$0
Carol McCauley	Director	1.00	Director	$0	$0	$0
Leslie Philbrook	Director	1.00	Director	$0	$0	$0
Richard Philbrook	Director	1.00	Director	$0	$0	$0
Dawn Polvorosa	Director	1.00	Director	$0	$0	$0
Dylan Radke	Director	1.00	Director	$0	$0	$0
Cheryl Vereschagin	Director	2.00	Director	$0	$0	$0
Shanon Wurth	Director	1.00	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
2024	$446,412	$259,236	$1,589,865	$187,176
2023	$175,790	$141,320	$1,308,912	$34,470
2022	$252,332	$142,110	$1,176,889	$110,222
2021	$118,840	$162,703	$1,255,123	$-43,863
2020	$111,281	$202,543	$1,180,383	$-91,262
2019	$155,620	$148,340	$1,109,611	$7,280
2018	$228,904	$153,801	$958,745	$75,103

Martinez Education Foundation