Mary Ellen Halvorson Education Foundatio (EIN 860936908) - 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

1999

Legal Domicile

Principal Officer

Dr mary ellen halvorson

Phone

9287770403

Tax Period

2023-07-01 to 2024-06-30

Mary Ellen Halvorson Education Foundatio, founded in 1999, is a community nonprofit in the Education sector that reported $3.6M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $3.1M left a modest 14% surplus.

Mission

education grades 5-12

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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 (2023)

Revenue Breakdown

Contributions & Grants $3,288,992

Program Service Revenue $146,013

Investment Income $135,271

Other Revenue $0

TOTAL REVENUE $3,570,276

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,393,025

Fundraising Expenses $0

Program Expenses $2,445,937

Other Expenses $693,786

TOTAL EXPENSES $3,086,811

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,570,276	$3,137,132	+0.1%
Expenses	$3,086,811	$2,958,475	+0.0%
Net Income	$483,465	$178,657	+1.7%

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

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

$204,778

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
matthew halvorson	Director	40.00	Director	$83,276	$0	$83,276
mary ellen halvorson	Director	40.00	Director	$61,474	$0	$61,474
christine terauchi	Director	40.00	Director	$60,028	$0	$60,028
eric mueller	Director	1.00	Director	$0	$0	$0
julie bradshaw	Director	1.00	Officer Director	$0	$0	$0
phil king	Director	1.00	Director	$0	$0	$0
duane roseman	Director	1.00	Director	$0	$0	$0
thomas halvorson	Director	5.00	Director	$0	$0	$0
rebecca hreha	Director	1.00	Director	$0	$0	$0
Carolyn Muchna	Director	0.00	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	No data	No data	No data	No data
2024	$3,570,276	$3,086,811	$4,974,489	$483,465
2023	$3,137,132	$2,958,475	$4,115,446	$178,657
2022	$3,208,677	$2,850,543	$3,834,587	$358,134
2021	$2,731,185	$2,492,127	$3,473,783	$239,058
2019	$2,111,392	$2,090,391	$2,860,457	$21,001

Mary Ellen Halvorson Education Foundatio