Methow Valley Education Foundation (EIN 911255507) - 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

1983

Legal Domicile

Principal Officer

Terry L Karro

Phone

5099962820

Tax Period

2024-01-01 to 2024-12-31

Methow Valley Education Foundation, founded in 1983, is a small nonprofit that reported $613K in total revenue in fiscal year 2024. Revenue fell 40% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $408K, a strong 67% operating margin.

Mission

Provide educational opportunities to local 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 $436,788

Program Service Revenue $0

Investment Income $176,297

Other Revenue $0

TOTAL REVENUE $613,085

Expense Breakdown

Grants Paid $165,125

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $167,365

Other Expenses $39,925

TOTAL EXPENSES $205,050

Year-over-Year Comparison

	2024	2023	Change
Revenue	$613,085	$1,017,915	-0.4%
Expenses	$205,050	$213,284	0.0%
Net Income	$408,035	$804,631	-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

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
Jennifer Zbyszewski	President	4.00	Officer	$0	$0	$0
Beaumont Adams	Treasurer	4.00	Officer	$0	$0	$0
Lori Hixson	Secretary	4.00	Officer	$0	$0	$0
Terry Karro	Vice President	4.00	Officer	$0	$0	$0
Robert Ulrich	Director	1.00	Director	$0	$0	$0
Craig Boesel	Director	1.00	Director	$0	$0	$0
Leverett Hubbard	Director	1.00	Director	$0	$0	$0
Patricia Ahlfs	Director	1.00	Director	$0	$0	$0
Susan L Peterson	Director	1.00	Director	$0	$0	$0
Ann McCreary	Director	1.00	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	$613,085	$205,050	$3,852,964	$408,035
2023	$1,017,915	$213,284	$3,323,106	$804,631
2022	$465,188	$166,177	$2,299,382	$299,011
2021	$128,556	$112,556	$2,431,029	$16,000
2020	$118,695	$110,921	$2,189,001	$7,774
2019	$1,138,474	$107,359	$1,974,228	$1,031,115
2018	$108,992	$72,945	$780,435	$36,047

Methow Valley Education Foundation