MENLO PARK-ATHERTON EDUCATION FOUNDATION

EIN: 942871701 501(c)(3) Education

MENLO PARK, CA

Total Revenue
$5,333,850
Total Expenses
$5,136,900
Total Assets
$13,804,270
Net Assets
$9,681,831
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1982
Legal Domicile
CA
Principal Officer
CARRIE CHEN
Phone
6503250100
Tax Period
2024-07-01 to 2025-06-30

MENLO PARK-ATHERTON EDUCATION FOUNDATION, founded in 1982, is a community nonprofit in the Education sector that reported $5.3M in total revenue in fiscal year 2024. Expenses of $5.1M left a modest 4% surplus.

Mission

THE FOUNDATION SEEKS TO ENABLE AN EXCEPTIONAL EDUCATION TO ALL STUDENTS AT FOUR LOCAL SCHOOLS.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,881,877
Program Service Revenue $0
Investment Income $553,448
Other Revenue $-101,475
TOTAL REVENUE $5,333,850

Expense Breakdown

Grants Paid $4,656,614
Salaries & Benefits $305,833
Fundraising Expenses $394,053
Program Expenses $4,656,614
Other Expenses $174,453
TOTAL EXPENSES $5,136,900

Year-over-Year Comparison

2024 2023 Change
Revenue $5,333,850 $5,340,430 0.0%
Expenses $5,136,900 $5,098,997 +0.0%
Net Income $196,950 $241,433 -0.2%
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

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Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
62
Independent Members
62
Employees
4
Volunteers
125

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
5
$186,905
Total Directors
63
$186,905
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CARRIE CHEN EXECUTIVE DIRECTOR 40.00
Officer Director
$186,905 $0 $186,905
SALLY LOVERRO CO-PRESIDENT 10.00
Officer Director
$0 $0 $0
JENNIFER BASKIN CO-PRESIDENT 10.00
Officer Director
$0 $0 $0
NIHAR NAIGONKAR TREASURER 3.00
Officer Director
$0 $0 $0
NATARA GAROVOY SECRETARY 1.50
Officer Director
$0 $0 $0
LAURA LOW AH KEE COMMUNITY CO-CHAIR 1.50
Director
$0 $0 $0
KATHERINE ARMSTRONG-HOCKSTETLER ENDOWMENT CO-CHAIR 1.50
Director
$0 $0 $0
CATHERINE GILLIS PTO LIAISON CHAIR 1.50
Director
$0 $0 $0
MICHELLE EAKIN AUCTION CO-CHAIR 3.00
Director
$0 $0 $0
BRENDA LO BUSINESS & REALTOR CO-CHAIR 1.50
Director
$0 $0 $0
JESSICA GILMARTIN MARKETING CHAIR 1.50
Director
$0 $0 $0
LENNARD HACHMANN SCHOOLHOUSE ROCKS RUN CHAIR 1.50
Director
$0 $0 $0
MARIA LEHMKUHL JEANIE RITCHIE GRANT CO-CHAIR 1.50
Director
$0 $0 $0
SUZANNE YONKERS PAST PRESIDENT/ENDOWMENT CO-CHAIR 1.50
Director
$0 $0 $0
KATHERINE GLASS JEANIE RITCHIE GRANT CO-CHAIR 1.50
Director
$0 $0 $0
SAM SCHROEDER ASSISTANT TREASURER 1.50
Director
$0 $0 $0
STEPHANIE ALBURGER AUCTION C0-CHAIR 1.50
Director
$0 $0 $0
MEREDITH NONNENBURG COMMUNITY CO-CHAIR 1.50
Director
$0 $0 $0
GABBY HEBERT OCC AMBASSADOR CO-CHAIR 1.50
Director
$0 $0 $0
SABAH MANSOOR OCC AMBASSADOR CO-CHAIR 1.50
Director
$0 $0 $0
ASHLEY MILLER BUSINESS & REALTOR CO-CHAIR 1.50
Director
$0 $0 $0
PAIGE ARATA ENCINAL AMBASSADOR - 5TH & HILLVIEW AMBASSADOR - 8 0.30
Director
$0 $0 $0
HILARY ALLEN LAUREL AMBASSADOR - 4TH 0.30
Director
$0 $0 $0
FRANCESCA BARRAGIOLI ENCINAL AMBASSADOR - 2ND 0.30
Director
$0 $0 $0
KENDRA BARTLOW ENCINAL AMBASSADOR - TK 0.30
Director
$0 $0 $0
LILLY BILLINGS ENCINAL AMBASSADOR - K & AUCTION SOLICITATIONS LEA 0.30
Director
$0 $0 $0
MEAGAN CARABETTA GRAPHIC DESIGNER 0.30
Director
$0 $0 $0
ALLISON CARLSON ENCINAL PTO LIAISON 0.30
Director
$0 $0 $0
KATE CARY ENCINAL AMBASSADOR - 4TH 0.30
Director
$0 $0 $0
VANESSA CLARK OAK KNOLL AMBASSADOR - 1ST 0.30
Director
$0 $0 $0
MICHELLE FONG UPPER LAUREL PTO LIAISON 0.30
Director
$0 $0 $0
CRISTINA GIBBS OAK KNOLL PTO LIAISON & HILLVIEW AMBASSADOR - 6TH 0.30
Director
$0 $0 $0
KOMAL GOEL OAK KNOLL AMBASSADOR - 5TH 0.30
Director
$0 $0 $0
JULIE HARTSTEIN SOCIAL MEDIA 0.30
Director
$0 $0 $0
ANDREA HENRY AUCTION TEAM 0.30
Director
$0 $0 $0
ALLISON JAGTIANI ENCINAL AMBASSADOR - 3RD 0.30
Director
$0 $0 $0
MIYA KANG OAK KNOLL AMBASSADOR - 3RD 0.30
Director
$0 $0 $0
WENDI KARAM OAK KNOLL AMBASSADOR - K 0.30
Director
$0 $0 $0
JACQUELINE KORT OAK KNOLL AMBASSADOR - TK 0.30
Director
$0 $0 $0
AMY KURPIUS OAK KNOLL PTO LIAISON 0.30
Director
$0 $0 $0
TOM LENTO COMMUNITY/BUSINESS ENGAGEMENT & WINE WALK 0.30
Director
$0 $0 $0
BETSY MCBRIDE HILLVIEW AMBASSADOR - 7TH 0.30
Director
$0 $0 $0
FELICIA MCGREW LOWER LAUREL PTO LIAISON 0.30
Director
$0 $0 $0
ERIKA MOVESESYAN BUSINESS PARTNER FULFILLMENT 0.30
Director
$0 $0 $0
LINDSAY NALEVANKO HILLVIEW PTO LIAISON 0.30
Director
$0 $0 $0
KIM NOVELLO COMMUNITY/BUSINESS ENGAGEMENT 0.30
Director
$0 $0 $0
LUCY PIEPER LAUREL AMBASSADOR - K 0.30
Director
$0 $0 $0
NICOLE POLLOCK ENDOWMENT STEWARD 0.30
Director
$0 $0 $0
SARAH RACHLIN SCHOOLHOUSE ROCKS FESTIVAL CO-CHAIR 0.30
Director
$0 $0 $0
LISA RACKOWSKI LAUREL AMBASSADOR - 5TH 0.30
Director
$0 $0 $0
AZADEH RASMUSSEM LAUREL AMBASSADOR - TK 0.30
Director
$0 $0 $0
ERIN REUTHER LAUREL AMBASSADOR - 2ND 0.30
Director
$0 $0 $0
KRISTA ROSA HV AMBASSADOR - 6TH 0.30
Director
$0 $0 $0
SHU ROSENTHAL DINE OUT / SHOPPING 0.30
Director
$0 $0 $0
KATIE ROTTIER OAK KNOLL AMBASSADOR - 4TH 0.30
Director
$0 $0 $0
TRISHA ROY SCHOOLHOUSE ROCKS FESTIVAL CO-CHAIR 0.30
Director
$0 $0 $0
KATHERINE RUNDELL AUCTION TEAM 0.30
Director
$0 $0 $0
PARISA SABETTI HV AMBASSADOR - 8TH 0.30
Director
$0 $0 $0
AARATI SOMAN REAL ESTATE PARTNER FULFILLMENT 0.30
Director
$0 $0 $0
MCKENNA SWEAZY AUCTION TEAM 0.30
Director
$0 $0 $0
BEN WANG WINE WALK & HILLVIEW STEWARD - 8TH 0.30
Director
$0 $0 $0
KATE WESSEL OAK KNOLL AMBASSADOR - 2ND 0.30
Director
$0 $0 $0
LEAH WOLF ENCINAL AMBASSADOR - 1ST 0.30
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 $5,333,850 $5,136,900 $13,804,270 $196,950
2024 $5,340,430 $5,098,997 $12,907,837 $241,433
2023 $6,226,535 $5,154,452 $11,942,852 $1,072,083
2022 $6,769,052 $5,302,546 $10,760,427 $1,466,506
2021 $4,787,413 $4,785,245 $9,811,614 $2,168
2020 $5,142,828 $4,880,665 $8,843,235 $262,163
2019 $4,536,654 $4,432,788 $8,682,236 $103,866
2018 $4,445,173 $4,117,775 $8,240,362 $327,398
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