FRIENDS OF MONARCH EFFECT FOUNDATION INC (EIN 993542890) - 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

2024

Legal Domicile

Principal Officer

SARAH WILLIAMS

Phone

9703938693

Tax Period

2025-01-01 to 2025-12-31

FRIENDS OF MONARCH EFFECT FOUNDATION INC, founded in 2024, is a small nonprofit in the Education sector that reported $262K in total revenue in fiscal year 2025. Revenue surged 292% from the prior year, signaling strong growth momentum. The organization ran a surplus of $89K, a strong 34% operating margin.

Mission

TO SUPPORT THE ACTIVITIES CONDUCTED BY THE MONARCH EFFECT FOUNDATION, A CHARITABLE ENTITY IN MEXICO, INCLUDING ACTIVITIES REGARDING THE SCHOLARSHIP PROGRAM, MENTORSHIP PROGRAM, MARKETING, FUNDRAISING, AND ADMINISTRATION.

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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 (2025)

Revenue Breakdown

Contributions & Grants $260,635

Program Service Revenue $0

Investment Income $0

Other Revenue $1,159

TOTAL REVENUE $261,794

Expense Breakdown

Grants Paid $164,403

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $173,211

Other Expenses $8,808

TOTAL EXPENSES $173,211

Year-over-Year Comparison

	2025	2024	Change
Revenue	$261,794	$66,852	+2.9%
Expenses	$173,211	$8,408	+19.6%
Net Income	$88,583	$58,444	+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

N/A

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
ERIC PARIZEK	PRESIDENT	10.00	Director	$0	$0	$0
LISA HEID	SECRETARY	15.00	Director	$0	$0	$0
SARAH WILLIAMS	TREASURER	1.00	Director	$0	$0	$0
ELIZABETH ISLAS FERNANDEZ	VICE PRESIDENT	30.00	Director	$0	$0	$0
ALBERTO FERNANDEZ SANCHEZ	VICE PRESIDENT	30.00	Director	$0	$0	$0
JOAQUIN TELLO DE MENESES	DIRECTOR	0.25	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	$261,794	$173,211	$154,788	$88,583
2024	$66,852	$8,408	$58,444	$58,444

FRIENDS OF MONARCH EFFECT FOUNDATION INC