The Epworth Foundation (EIN 203432952) - 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

David Ball

Tax Period

2023-01-01 to 2023-12-31

The Epworth Foundation, founded in 2005, is a small nonprofit in the Education sector that reported $494K in total revenue in fiscal year 2023.

Mission

The mission of The Epworth Foundation is to promote and support healthy families, with an emphasis on children. Our hope is to ensure that the needs of the whole person are meet, and to maintain the didgnity of each person we serve

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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 $395,591

Program Service Revenue $65,077

Investment Income $239

Other Revenue $33,541

TOTAL REVENUE $494,448

Expense Breakdown

Grants Paid $12,300

Salaries & Benefits $0

Fundraising Expenses $51,352

Program Expenses $392,956

Other Expenses $500,329

TOTAL EXPENSES $525,129

Year-over-Year Comparison

	2023	2022	Change
Revenue	$494,448	$506,475	0.0%
Expenses	$525,129	$616,992	-0.1%
Net Income	$-30,681	$-110,517	-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

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
KING HARRIS	Executive Director	010.00	Officer Director	$0	$0	$0
DAVID BALL	Secretary	005.00	Director	$0	$0	$0
Kala Greene	Borad Member	001.00	Director	$0	$0	$0
Kerry O'Connell	Borad Member	001.00	Director	$0	$0	$0
Vaughn Nichols	Board Member	001.00	Director	$0	$0	$0
Brandon Kaufman	Borad Member	001.00	Director	$0	$0	$0
Maxine Pryor-Harris	Board Member	001.00	Director	$0	$0	$0
Juanita Davenport-Brown	Trasurer	001.00	Officer Director	$0	$0	$0
Xiomara Yanique	Borad Member	001.00	Director	$0	$0	$0
Pastor Eric Smith	Board Member	001.00	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
2024	No data	No data	No data	No data
2023	$494,448	$525,129	$156,415	$-30,681
2022	$506,475	$616,992	$198,384	$-110,517
2021	$386,409	$362,383	$258,163	$24,026
2020	$474,783	$317,854	$229,670	$156,929

The Epworth Foundation