MENSA EDUCATION AND RESEARCH FOUNDATION (EIN 752857248) - 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

2004

Legal Domicile

Principal Officer

NGUYEN PHAM

Phone

8176075577

Tax Period

2024-04-01 to 2025-03-31

MENSA EDUCATION AND RESEARCH FOUNDATION, founded in 2004, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.4M in total revenue in fiscal year 2024. Revenue surged 57% from the prior year, signaling strong growth momentum. The organization ran a surplus of $448K, a strong 31% operating margin.

Mission

TO PROVIDE FINANCIAL, EDUCATION, AND RESEARCH ASSISTANCE IN THE AREAS OF HUMAN INTELLIGENCE.

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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 $959,502

Program Service Revenue $85,581

Investment Income $282,411

Other Revenue $115,487

TOTAL REVENUE $1,442,981

Expense Breakdown

Grants Paid $194,200

Salaries & Benefits $0

Fundraising Expenses $139,033

Program Expenses $552,600

Other Expenses $800,869

TOTAL EXPENSES $995,069

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,442,981	$916,377	+0.6%
Expenses	$995,069	$1,015,933	0.0%
Net Income	$447,912	$-99,556	-5.5%

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

425

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

$145,128

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TREVOR MITCHELL	EXECUTIVE DIRECTOR	8.00	Officer	$0	$22,183	$145,128
NGUYEN PHAM	PRESIDENT	20.00	Officer Director	$0	$0	$0
JENNY WISE	VICE PRESIDENT	20.00	Officer Director	$0	$0	$0
BILLIE LEE	SECRETARY	20.00	Officer Director	$0	$0	$0
MICHELLE RAKSHYS	TREASURER	20.00	Officer Director	$0	$0	$0
DR RYAN DONLAN	TRUSTEE	10.00	Director	$0	$0	$0
DIARRA EDWARDS	TRUSTEE	10.00	Director	$0	$0	$0
MATTHEW GUGGEMOS	TRUSTEE	10.00	Director	$0	$0	$0
DR JEFF PAPA	TRUSTEE	10.00	Director	$0	$0	$0
CHARLES STEINHICE	TRUSTEE	10.00	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
2025	$1,442,981	$995,069	$6,772,903	$447,912
2024	$916,377	$1,015,933	$6,474,941	$-99,556
2023	$1,612,976	$994,422	$6,493,221	$618,554
2022	$836,864	$851,720	$6,134,049	$-14,856
2021	$838,580	$710,096	$6,397,518	$128,484
2020	$586,789	$784,127	$4,619,729	$-197,338
2019	$1,014,746	$712,518	$5,181,914	$302,228

MENSA EDUCATION AND RESEARCH FOUNDATION