Moraga Education Foundation (EIN 942791659) - 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

1981

Legal Domicile

Principal Officer

Heather Davis

Phone

9253760934

Tax Period

2024-07-01 to 2025-06-30

Moraga Education Foundation, founded in 1981, is a community nonprofit in the Education sector that reported $3.4M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $3.0M left a modest 12% surplus.

Mission

MEF raises funds to preserve and enhance educational opportunities for all students attending Moraga public schools, through a broad-based community effort.

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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 $2,994,315

Program Service Revenue $0

Investment Income $295,629

Other Revenue $83,688

TOTAL REVENUE $3,373,632

Expense Breakdown

Grants Paid $2,660,000

Salaries & Benefits $181,559

Fundraising Expenses $166,320

Program Expenses $2,660,000

Other Expenses $143,814

TOTAL EXPENSES $2,985,373

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,373,632	$2,963,834	+0.1%
Expenses	$2,985,373	$2,777,177	+0.1%
Net Income	$388,259	$186,657	+1.1%

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

100

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

$76,130

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Heather Davis	ED, Operations	20.00	Officer	$38,065	$0	$38,065
Ana Moon	ED, Programs	20.00	Officer	$38,065	$0	$38,065
Gita Kesiraju	President	5.00	Officer Director	$0	$0	$0
Meghan Donnelly Hetke	Vice President	5.00	Officer Director	$0	$0	$0
Ana Wolbert	Treasurer	5.00	Officer Director	$0	$0	$0
Nancy Kendzierski	Fin Secretary	4.00	Officer Director	$0	$0	$0
Jenny Adams	Rec Secretary	3.00	Officer Director	$0	$0	$0
Lauren Mathias	Director	2.00	Director	$0	$0	$0
Devon Buhler	Director	2.00	Director	$0	$0	$0
Nicole Kutchai	Director	2.00	Director	$0	$0	$0
Darcie Taylor	Director	2.00	Director	$0	$0	$0
Liliana Tafur	Director	2.00	Director	$0	$0	$0
Jenny Lallas	Director	2.00	Director	$0	$0	$0
Jennifer Scafe	Director	2.00	Director	$0	$0	$0
Stephanie Becker	Director	2.00	Director	$0	$0	$0
Lisa Brown	Director	2.00	Director	$0	$0	$0
Ashley Edmonds	Director	2.00	Director	$0	$0	$0
Adriana Castillo	Director	2.00	Director	$0	$0	$0
Dawn Novak	Director	2.00	Director	$0	$0	$0
Anna Curtis	Director	2.00	Director	$0	$0	$0
Dorota Jozefiak	Director	2.00	Director	$0	$0	$0
Hubert Ma	Director	2.00	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	$3,373,632	$2,985,373	$5,984,068	$388,259
2024	$2,963,834	$2,777,177	$5,394,235	$186,657
2023	$2,897,492	$2,755,244	$4,753,736	$142,248
2022	$3,064,932	$2,481,461	$4,260,947	$583,471
2021	$2,476,420	$2,582,200	$4,325,922	$-105,780
2020	$2,513,218	$2,610,432	$4,048,981	$-97,214
2019	$2,728,541	$2,410,519	$4,170,190	$318,022
2018	$2,564,531	$2,161,642	$3,780,365	$402,889

Moraga Education Foundation