ESCO TECHNOLOGIES FOUNDATION (EIN 203192719) - 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

2005

Legal Domicile

Principal Officer

KATHLEEN LOWREY

Phone

3142137277

Tax Period

2024-10-01 to 2025-09-30

ESCO TECHNOLOGIES FOUNDATION, founded in 2005, is a small nonprofit in the Education sector that reported $427K in total revenue in fiscal year 2024.

Mission

PROVIDING FINANCIAL SUPPORT FOR CHARITIES, CHILDREN AND FAMILIES IN NEED.

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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 (2024)

Revenue Breakdown

Contributions & Grants $408,513

Program Service Revenue $0

Investment Income $18,448

Other Revenue $0

TOTAL REVENUE $426,961

Expense Breakdown

Grants Paid $422,885

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $422,885

Other Expenses $9,821

TOTAL EXPENSES $432,706

Year-over-Year Comparison

	2024	2023	Change
Revenue	$426,961	$421,055	+0.0%
Expenses	$432,706	$443,043	0.0%
Net Income	$-5,745	$-21,988	-0.7%

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
KATHLEEN LOWREY	CHAIRPERSON & TREASURER	2.00	Officer Director	$0	$0	$0
CONCETTA REICHERT	SECRETARY (THRU 05/25)	1.00	Officer Director	$0	$0	$0
ELIZABETH HUGHES	SECRETARY	1.00	Officer Director	$0	$0	$0
TAMMY BODE-KOPF	DIRECTOR	1.00	Director	$0	$0	$0
JULIE CRISAFULLI BROWN	DIRECTOR	1.00	Director	$0	$0	$0
KIMBERLY CHAPMAN	DIRECTOR	1.00	Director	$0	$0	$0
FAWN DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
RACHEL GORDON	DIRECTOR	1.00	Director	$0	$0	$0
PATTI HARVEY	DIRECTOR	1.00	Director	$0	$0	$0
ED HERNANDEZ	DIRECTOR (THRU 07/25)	1.00	Director	$0	$0	$0
MELANI IVESTER	DIRECTOR	1.00	Director	$0	$0	$0
MIKE LAMBING	DIRECTOR	1.00	Director	$0	$0	$0
MONICA MEJIA	DIRECTOR	1.00	Director	$0	$0	$0
BEVERLY MILLER	DIRECTOR	1.00	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	$426,961	$432,706	$509,861	$-5,745
2024	$421,055	$443,043	$515,606	$-21,988
2023	$403,477	$371,800	$537,594	$31,677
2022	$377,686	$357,040	$505,917	$20,646
2021	$374,713	$408,910	$485,271	$-34,197
2020	$378,775	$418,582	$519,468	$-39,807
2019	$362,932	$329,313	$559,275	$33,619
2018	$348,447	$347,785	$525,656	$662

ESCO TECHNOLOGIES FOUNDATION