EVA STEARNS FAULKNER FOUNDATION (EIN 066065398) - 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

1965

Legal Domicile

Principal Officer

JANE STREMLAU

Tax Period

2023-10-01 to 2024-09-30

EVA STEARNS FAULKNER FOUNDATION, founded in 1965, is a small nonprofit that reported $103K in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. Expenses of $227K exceeded revenue, resulting in a 119% operating deficit.

Mission

TO ASSIST LOCAL HOSPITAL AND NURSING ORGANIZATIONS FOR EDUCATIONAL PURPOSES

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $103,375

Other Revenue $0

TOTAL REVENUE $103,375

Expense Breakdown

Grants Paid $205,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $226,704

Other Expenses $21,704

TOTAL EXPENSES $226,704

Year-over-Year Comparison

	2023	2022	Change
Revenue	$103,375	$110,852	-0.1%
Expenses	$226,704	$220,810	+0.0%
Net Income	$-123,329	$-109,958	+0.1%

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

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
ELIZABETH CASPER	TRUSTEE	N/A	Director	$0	$0	$0
LINDA BERGER SPIVACK	TRUSTEE	N/A	Director	$0	$0	$0
JANE STREMLAU	TRUSTEE	N/A	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	$103,375	$226,704	$2,157,525	$-123,329
2023	$110,852	$220,810	$2,280,854	$-109,958
2022	$257,725	$1,079,421	$2,390,812	$-821,696
2021	$191,365	$19,949	$3,212,508	$171,416
2020	$211,613	$17,358	$3,041,092	$194,255
2019	$145,503	$5,174	$2,846,837	$140,329
2018	$108,013	$1,326	$2,706,508	$106,687

EVA STEARNS FAULKNER FOUNDATION