MONROE EDUCATIONAL FOUNDATION (EIN 720681134) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1969

Legal Domicile

Principal Officer

PAUL LENSING

Phone

3183434185

Tax Period

2024-08-01 to 2025-07-31

MONROE EDUCATIONAL FOUNDATION, founded in 1969, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring.

Mission

EDUCATION

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $65,128

Program Service Revenue $1,552,630

Investment Income $0

Other Revenue $136,397

TOTAL REVENUE $1,754,155

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,380,768

Fundraising Expenses $0

Program Expenses $1,742,238

Other Expenses $537,877

TOTAL EXPENSES $1,918,645

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,754,155	$2,248,554	-0.2%
Expenses	$1,918,645	$2,294,106	-0.2%
Net Income	$-164,490	$-45,552	+2.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

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
BRITTANY BLAYLOCK	TRUSTEE	N/A	Director	$0	$0	$0
MICHELLE BRYAN	TRUSTEE	N/A	Director	$0	$0	$0
DR RUSHTON JONES	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
PAUL LENSING	PRESIDENT	N/A	Officer Director	$0	$0	$0
ELMER NOAH	TRUSTEE	N/A	Director	$0	$0	$0
DEIRDRE SIMMONS	TRUSTEE	N/A	Director	$0	$0	$0
DON SIMPSON	TRUSTEE	N/A	Director	$0	$0	$0
STEPHANIE SPAIN	TRUSTEE	N/A	Director	$0	$0	$0
KAMI SPANN	TRUSTEE	N/A	Director	$0	$0	$0
SHALANDA STANLEY	SECRETARY	N/A	Officer Director	$0	$0	$0
KELLY WOODRING	TRUSTEE	N/A	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	$1,754,155	$1,918,645	$2,322,736	$-164,490
2024	$2,248,554	$2,294,106	$2,232,693	$-45,552
2023	$1,917,898	$1,965,212	$2,187,098	$-47,314
2022	$1,854,363	$1,819,245	$2,234,217	$35,118
2021	$2,302,994	$1,860,629	$2,147,998	$442,365
2020	$1,871,960	$1,884,727	$2,024,186	$-12,767
2019	$1,886,236	$2,033,972	$1,637,079	$-147,736

MONROE EDUCATIONAL FOUNDATION