U-46 EDUCATIONAL FOUNDATION (EIN 770670760) - 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

2006

Legal Domicile

Principal Officer

DENISE BROZ

Phone

8478885000

Tax Period

2024-07-01 to 2025-06-30

U-46 EDUCATIONAL FOUNDATION, founded in 2006, is a small nonprofit in the Education sector that reported $138K in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. Expenses of $188K exceeded revenue, resulting in a 36% operating deficit.

Mission

TO RAISE FUNDS TO SUPPORT U46 PROJECTS AND STUDENTS

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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 $60,463

Program Service Revenue $77,400

Investment Income $305

Other Revenue $0

TOTAL REVENUE $138,168

Expense Breakdown

Grants Paid $152,428

Salaries & Benefits $0

Fundraising Expenses $2,207

Program Expenses $152,428

Other Expenses $33,746

TOTAL EXPENSES $188,381

Year-over-Year Comparison

	2024	2023	Change
Revenue	$138,168	$161,023	-0.1%
Expenses	$188,381	$195,290	0.0%
Net Income	$-50,213	$-34,267	+0.5%

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

N/A

Employees

N/A

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
DENISE BROZ	PRESIDENT	005.00	Officer Director	$0	$0	$0
MATTHEW PUNNOOSE	VICE PRESIDENT	001.00	Officer Director	$0	$0	$0
BENJAMIN BERNAL	TREASURER	001.00	Officer Director	$0	$0	$0
MICHAEL BAGGOT	TRUSTEE	001.00	Director	$0	$0	$0
MARLENE DAUBERT	TRUSTEE	001.00	Director	$0	$0	$0
JAIME GARCIA	TRUSTEE	001.00	Director	$0	$0	$0
VERONICA NOLAND	TRUSTEE	001.00	Director	$0	$0	$0
KAI RUSH	TRUSTEE	001.00	Director	$0	$0	$0
CHANDA SCHWARTZ	TRUSTEE	001.00	Director	$0	$0	$0
VELMA SEPT	TRUSTEE	001.00	Director	$0	$0	$0
ELLEN SMITH	TRUSTEE	001.00	Director	$0	$0	$0
CHANDLER SWAN	TRUSTEE	001.00	Director	$0	$0	$0
DR SUZANNE JOHNSON	EX OFFICIO	001.00	Director	$0	$0	$0
JESSE TANNER	TRUSTEE	001.00	Director	$0	$0	$0
KIM WAGNER	TRSUTEE	001.00	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	$138,168	$188,381	$1,016,581	$-50,213
2024	$161,023	$195,290	$955,689	$-34,267
2023	$133,884	$146,317	$895,289	$-12,433
2022	$386,326	$95,421	$846,183	$290,905
2021	$169,415	$93,443	$641,374	$75,972
2019	$223,021	$98,654	$431,739	$124,367

U-46 EDUCATIONAL FOUNDATION