THE APAWAMIS FOUNDATION (EIN 134074486) - 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

1999

Legal Domicile

Principal Officer

TIMOTHY O'NEILL

Phone

9149672100

Tax Period

2023-11-01 to 2024-10-31

THE APAWAMIS FOUNDATION, founded in 1999, is a small nonprofit in the Education sector that reported $230K in total revenue in fiscal year 2023. Revenue surged 59% from the prior year, signaling strong growth momentum. Expenses of $199K left a modest 13% surplus.

Mission

TO SUPPORT EDUCATION AND EDUCATIONAL EXCELLENCE THROUGH GRANTS, SCHOLARSHIPS AND FINANCIAL ASSISTANCE TO STUDENTS, INSTITUTIONS AND OTHER ORGANIZATIONS.

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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 $229,963

Program Service Revenue $0

Investment Income $6

Other Revenue $0

TOTAL REVENUE $229,969

Expense Breakdown

Grants Paid $192,289

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $198,285

Other Expenses $6,996

TOTAL EXPENSES $199,285

Year-over-Year Comparison

	2023	2022	Change
Revenue	$229,969	$144,979	+0.6%
Expenses	$199,285	$90,473	+1.2%
Net Income	$30,684	$54,506	-0.4%

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

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
TIMOTHY A O'NEILL	PRESIDENT	50.00	Officer Director	$0	$0	$0
JOHN HUNTER BALDWIN	VICE PRESIDENT/TREASURER	20.00	Officer Director	$0	$0	$0
GEORGE WHIPPLE III	SECRETARY	20.00	Officer Director	$0	$0	$0
BRIAN BALDWIN	DIRECTOR	0.50	Director	$0	$0	$0
PETER BRIGGS	DIRECTOR	0.50	Director	$0	$0	$0
ELLEN CACCIAPAGLIA	DIRECTOR	0.50	Director	$0	$0	$0
SIMON CANNING	DIRECTOR	0.50	Director	$0	$0	$0
JESSE L CARROLL JR	DIRECTOR	0.50	Director	$0	$0	$0
DAN DERMAN	DIRECTOR	0.50	Director	$0	$0	$0
CHRISTINE FAIRHURST	DIRECTOR	0.50	Director	$0	$0	$0
WILFRED A FINNEGAN	DIRECTOR	0.50	Director	$0	$0	$0
WILLIAM T HENDERSON	DIRECTOR	0.50	Director	$0	$0	$0
JAMES ONDO	DIRECTOR	0.50	Director	$0	$0	$0
CHARLES H PARKHURST	DIRECTOR	0.50	Director	$0	$0	$0
MARY SYKES	DIRECTOR	0.50	Director	$0	$0	$0
CHRISTINA HICKEY	DIRECTOR	0.50	Director	$0	$0	$0
BETSY WHITE	FORMER DIRECTOR	0.50	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
2024	$229,969	$199,285	$428,212	$30,684

THE APAWAMIS FOUNDATION