ERNST & YOUNG FOUNDATION (EIN 136094489) - 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

1957

Legal Domicile

Principal Officer

GINNIE CARLIER

Phone

2127733000

Tax Period

2023-07-01 to 2024-06-30

ERNST & YOUNG FOUNDATION, founded in 1957, is a mid-sized nonprofit in the Education sector that reported $23.2M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $21.9M left a modest 6% surplus.

Mission

THE ERNST & YOUNG FOUNDATION'S MISSION IS TO STIMULATE AND SUPPORT EXCELLENCE IN EDUCATION, WITH A PARTICULAR FOCUS ON HIGHER EDUCATION AND PREPARATION FOR PROFESSIONAL SERVICE CAREERS IN BUSINESS. THE ERNST & YOUNG FOUNDATION FOCUSES ITS SUPPORT ON HIGH QUALITY EDUCATIONAL INSTITUTIONS, ENCOURAGING LEADERSHIP, EXCELLENCE, CONTINUOUS IMPROVEMENT AND INNOVATION IN EDUCATION QUALITY, DIVERSITY AND ACCOUNTABILITY WITHIN THESE INSTITUTIONS. THE ERNST & YOUNG FOUNDATION MAY, AT TIMES, PROVIDE CERTAIN PHILANTHROPIC SERVICES RELATED TO DISASTER RELIEF AND OTHER CHARITABLE CAUSES.

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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 $21,207,965

Program Service Revenue $0

Investment Income $2,006,926

Other Revenue $22,372

TOTAL REVENUE $23,237,263

Expense Breakdown

Grants Paid $21,128,253

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $21,788,478

Other Expenses $751,700

TOTAL EXPENSES $21,879,953

Year-over-Year Comparison

	2023	2022	Change
Revenue	$23,237,263	$19,837,625	+0.2%
Expenses	$21,879,953	$22,074,233	0.0%
Net Income	$1,357,310	$-2,236,608	-1.6%

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
PETER D LEASE	DIRECTOR	1.00	Director	$0	$0	$0
DEBI HEISKALA	DIRECTOR	1.00	Officer Director	$0	$0	$0
DERRICK STEELE	DIRECTOR	1.00	Director	$0	$0	$0
GINNIE CARLIER	PRESIDENT	1.00	Officer Director	$0	$0	$0
SANDRA OLIVER	TREASURER	1.00	Officer Director	$0	$0	$0
REGENIA SANDERS	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL S SOLENDER	DIRECTOR-RETIRED IN FY '24	1.00	Director	$0	$0	$0
ELLEN J GLAZERMAN	EXECUTIVE DIRECTOR	5.00	Officer	$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	$23,237,263	$21,879,953	$43,270,941	$1,357,310
2023	$19,837,625	$22,074,233	$41,679,326	$-2,236,608
2022	$27,948,303	$21,909,835	$43,540,853	$6,038,468
2021	$27,635,064	$29,011,309	$39,971,970	$-1,376,245
2020	$21,007,065	$18,318,681	$40,088,823	$2,688,384
2019	$18,859,794	$18,090,181	$36,931,424	$769,613
2018	$22,535,524	$20,911,312	$35,956,194	$1,624,212

ERNST & YOUNG FOUNDATION