Montevideo Education Foundation (EIN 900865223) - 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

2012

Legal Domicile

Principal Officer

Jaclyn O'Keefe

Phone

9258037450

Tax Period

2019-07-01 to 2020-06-30

Montevideo Education Foundation, founded in 2012, is a small nonprofit in the Religion sector that reported $203K in total revenue in fiscal year 2019. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $196K left a modest 3% surplus.

Mission

The primary purpose of the organization is to raise funds to help maintain and enhance the quality of education at Montevideo Elementary School through the collaboration of parents, educators, the school's Site Council, and the community.

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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 (2019)

Revenue Breakdown

Contributions & Grants $203,447

Program Service Revenue $0

Investment Income $0

Other Revenue $-763

TOTAL REVENUE $202,684

Expense Breakdown

Grants Paid $190,472

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $191,063

Other Expenses $5,778

TOTAL EXPENSES $196,250

Year-over-Year Comparison

	2019	2018	Change
Revenue	$202,684	$167,442	+0.2%
Expenses	$196,250	$201,915	0.0%
Net Income	$6,434	$-34,473	-1.2%

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

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
Lauri Fairbanks	President	0.50	Officer Director	$0	$0	$0
Kevin Magna	Secretary	0.50	Officer Director	$0	$0	$0
Ramakrishnan Bagavathi S	Treasurer	0.50	Officer Director	$0	$0	$0
Arlene Thompson	Vice President	0.50	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
2020	$202,684	$196,250	$59,819	$6,434
2019	$167,442	$201,915	$53,385	$-34,473

Montevideo Education Foundation