International School of Monterey Foundation (EIN 743062542) - 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

Anjanette Adams

Phone

8315832165

Tax Period

2020-07-01 to 2021-06-30

International School of Monterey Foundation, founded in 2002, is a small nonprofit in the Education sector that reported $210K in total revenue in fiscal year 2020. The organization ran a surplus of $62K, a strong 29% operating margin.

Mission

To provide financial support for the programs and activities of the International School of Monterey by raising money through charitable contributions and fundraising activities.

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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 (2020)

Revenue Breakdown

Contributions & Grants $205,764

Program Service Revenue $0

Investment Income $4,393

Other Revenue $0

TOTAL REVENUE $210,157

Expense Breakdown

Grants Paid $133,948

Salaries & Benefits $0

Fundraising Expenses $64

Program Expenses $137,307

Other Expenses $14,347

TOTAL EXPENSES $148,295

Year-over-Year Comparison

	2020	2019	Change
Revenue	$210,157	$218,070	0.0%
Expenses	$148,295	$382,401	-0.6%
Net Income	$61,862	$-164,331	-1.4%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
Anjanette Adams	President & CEO	Officer	$0	$0	$0
Wendy J Burnett	Treasurer	Officer	$0	$0	$0
Cynthia Burnham	Secretary	Officer	$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
2021	$210,157	$148,295	$243,636	$61,862
2020	$218,070	$382,401	$155,012	$-164,331
2019	$244,880	$231,902	$313,224	$12,978

International School of Monterey Foundation