Moreland Educational Foundation (EIN 770339357) - 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

Principal Officer

Anna Chan

Phone

4088742900

Tax Period

2024-07-01 to 2025-06-30

Moreland Educational Foundation is a small nonprofit in the Employment sector that reported $227K in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. Expenses of $282K exceeded revenue, resulting in a 25% operating deficit.

Mission

Public support of Moreland School District.

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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 $141,685

Program Service Revenue $76,045

Investment Income $4,232

Other Revenue $4,559

TOTAL REVENUE $226,521

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $267,259

Other Expenses $282,288

TOTAL EXPENSES $282,288

Year-over-Year Comparison

	2024	2023	Change
Revenue	$226,521	$271,756	-0.2%
Expenses	$282,288	$249,538	+0.1%
Net Income	$-55,767	$22,218	-3.5%

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

250

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
Anna Chan	President	8.00	Officer Director	$0	$0	$0
Peggy Stephan	Treasurer	4.00	Officer Director	$0	$0	$0
Megan Lee	Committee Chair	2.00	Officer Director	$0	$0	$0
Janhavi Joshi	Committee Chair	2.00	Officer Director	$0	$0	$0
Dawn Seimer	Committee Chair	2.00	Officer Director	$0	$0	$0
Danielle Patterson	Committee Chair	2.00	Officer Director	$0	$0	$0
Catherine Watson	School Rep	2.00	Officer Director	$0	$0	$0
Elizabeth Stillman	School Rep	2.00	Officer Director	$0	$0	$0
Parag Pradhan	School Rep	2.00	Officer Director	$0	$0	$0
Angie Ruvalcaba	School Rep	2.00	Officer Director	$0	$0	$0
Amy Cody	School Rep	2.00	Officer Director	$0	$0	$0
Jiawen Zhu	Treasurer	2.00	Officer 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	$226,521	$282,288	$235,865	$-55,767
2024	No data	No data	No data	No data
2023	$184,934	$250,456	$270,195	$-65,522
2022	$267,070	$156,560	$343,939	$110,510
2021	$184,460	$249,570	$231,845	$-65,110
2020	$552,531	$515,801	$298,129	$36,730
2019	$374,217	$455,481	$345,676	$-81,264
2018	$350,313	$367,009	$404,436	$-16,696

Moreland Educational Foundation