MARYMOUNT EDUCATION FOUNDATION

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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

2022

Legal Domicile

Principal Officer

ROBYN JONES

Phone

3108530762

Tax Period

2023-01-01 to 2023-12-31

MARYMOUNT EDUCATION FOUNDATION, founded in 2022, is a community nonprofit in the Education sector that reported $1.4M in total revenue in fiscal year 2023. Revenue surged 820% from the prior year, signaling strong growth momentum. The organization ran a surplus of $914K, a strong 66% operating margin.

Mission

MARYMOUNT EDUCATION FOUNDATION WILL FUND EDUCATIONAL GRANTS, SCHOLARSHIPS, AND PROGRAMS IN ORDER TO PROVIDE OPPORTUNITIES FOR INDIVIDUALS WHO ARE BEYOND THE COMPULSARY SCHOOL ATTENDANCE AGE TO ACQUIRE A HIGHER LEVEL OF KNOWLEDGE, SKILLS, AND SPECIALIZATION IN THEIR CHOSEN AREAS OF INTEREST WITHIN A FORMAL SCHOOL SETTING, INCLUDING, BUT NOT LIMITED TO, UNIVERSITIES AND OTHER DEGREE GRANTING INSTITUTIONS.

Program Service Accomplishments

Program 1

Expenses: $257,204

MARYMOUNT SCHOLARS PROGRAM: THE MARYMOUNT SCHOLARS PROGRAM, A CHARITABLE PROGRAM WITHIN THE MARYMOUNT EDUCATION FOUNDATION, WILL CARRY ON MARYMOUNT CALIFORNIA UNIVERSITY'S ("MCU") MISSION OF...

MARYMOUNT SCHOLARS PROGRAM: THE MARYMOUNT SCHOLARS PROGRAM, A CHARITABLE PROGRAM WITHIN THE MARYMOUNT EDUCATION FOUNDATION, WILL CARRY ON MARYMOUNT CALIFORNIA UNIVERSITY'S ("MCU") MISSION OF TRANSFORMING LIVES THROUGH EDUCATION BY AWARDING COLLEGE SCHOLARSHIPS AND PROVIDING A SUPPORTIVE COMMUNITY TO FRESHMAN AND TRANSFER STUDENTS. THE MARYMOUNT SCHOLARS PROGRAM WILL PARTNER WITH COLLEGES AND UNIVERSITIES THAT ALIGN WITH MCU'S TRADITION AND VALUES THAT ARE ROOTED IN CATHOLIC HIGHER EDUCATION, INCLUDING: A COMMITMENT TO EDUCATING THE WHOLE PERSON; A PERSONAL, COMMUNAL, AND ETHICS-BASED APPROACH TO LEARNING; RECOGNITION OF THE HARMONY OF FAITH AND REASON; OPENNESS TO ALL BACKGROUNDS AND FAITHS; IMPORTANCE OF INTEGRATIVE KNOWLEDGE; COMMITMENT TO THE DIGNITY OF THE INDIVIDUAL; AND CONCERN FOR WIDER ISSUES OF JUSTICE IN SOCIETY. LIKE AT MCU, THE MARYMOUNT SCHOLARS PROGRAM WILL SEEK TO ASSIST HIGH POTENTIAL STUDENTS FROM LOWER SOCIO-ECONOMIC BACKGROUNDS IN THE 2.7-3.3 GPA RANGE BY OFFERING FINANCIAL SUPPORT, PERSONAL ATTENTION, AND PROFESSIONAL MENTORSHIP.

Program 2

EDUCATIONAL GRANTS: MEF WILL SUPPORT EDUCATIONAL INITIATIVES THAT PROMOTE ACCESS, DEGREE ATTAINMENT, AND A COMMUNITY OF LEARNERS. THIS PROGRAM IS NOT YET DEFINED AND WILL NOT BE ACTIVE UNTIL 2024.

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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 $1,380,510

Program Service Revenue $0

Investment Income $134

Other Revenue $0

TOTAL REVENUE $1,380,644

Expense Breakdown

Grants Paid $154,135

Salaries & Benefits $201,918

Fundraising Expenses $0

Program Expenses $257,204

Other Expenses $110,554

TOTAL EXPENSES $466,607

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,380,644	$150,004	+8.2%
Expenses	$466,607	$33,132	+13.1%
Net Income	$914,037	$116,872	+6.8%

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

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

$425,548

Total Directors

$236,548

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICK EDLER	CHAIRMAN/PRESIDENT	15.00	Officer Director	$0	$0	$0
ARIANE SCHAUER	VICE PRESIDENT/SECRETARY	15.00	Officer Director	$0	$0	$0
BRIAN MARCOTTE	TREASURER	15.00	Officer Director	$0	$0	$236,548
ANTOINE-MARIE BAURIER	TRUSTEE	5.00	Director	$0	$0	$0
DAVE TOMBLIN	TRUSTEE	5.00	Director	$0	$0	$0
SUE SOLDOFF	TRUSTEE	5.00	Director	$0	$0	$0
MARK VILLANO	TRUSTEE	5.00	Director	$0	$0	$0
LYNN MARSH	TRUSTEE (UNTIL 09/2023)	5.00	Director	$0	$0	$0
CAROLINE SAYERS	TRUSTEE	5.00	Director	$0	$0	$0
RYAN ALCANTARA	TRUSTEE	5.00	Director	$0	$0	$0
ROBYN JONES	EXECUTIVE DIRECTOR	40.00	Officer	$189,000	$0	$189,000

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
2024	No data	No data	No data	No data
2023	$1,380,644	$466,607	$1,034,256	$914,037