ESSEX MEADOWS FOUNDATION INC (EIN 223232974) - 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

1992

Legal Domicile

Principal Officer

HUMPHREY NICHOLS

Phone

8607677742

Tax Period

2025-07-01 to 2025-12-31

ESSEX MEADOWS FOUNDATION INC, founded in 1992, is a micro nonprofit in the Education sector that reported $49K in total revenue in fiscal year 2025. Revenue fell 79% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $40K, a strong 82% operating margin.

Mission

Awarding scholarships for students pursuing post secondary education

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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 (2025)

Revenue Breakdown

Contributions & Grants $34,375

Program Service Revenue $0

Investment Income $14,154

Other Revenue $0

TOTAL REVENUE $48,529

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,000

Other Expenses $3,560

TOTAL EXPENSES $8,560

Year-over-Year Comparison

	2025	2024	Change
Revenue	$48,529	$233,051	-0.8%
Expenses	$8,560	$393,710	-1.0%
Net Income	$39,969	$-160,659	-1.2%

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
MARY BRENNEMAN	Trustee	1.00	Director	$0	$0	$0
MICHEAL DOWLEY	Trustee	1.00	Officer Director	$0	$0	$0
BARBARA STERNE	Trustee	1.00	Director	$0	$0	$0
PAUL REAGAN	Trustee	1.00	Director	$0	$0	$0
MARGARET CASEY	Trustee	1.00	Director	$0	$0	$0
PATSY MCCOOK	Secretary	1.00	Director	$0	$0	$0
BILL CHADWICK	Trustee	1.00	Director	$0	$0	$0
NIKKI LINDBERG	Trustee	1.00	Director	$0	$0	$0
MARY JANE PETERSON	CO-PRESIDENT	2.00	Officer Director	$0	$0	$0
HUMPHREY NICHOLS	CO-PRESIDENT	1.00	Director	$0	$0	$0
SARAH NISENSON	Treasurer	3.00	Officer Director	$0	$0	$0
DAPHNE MCGILL	Trustee	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	$48,529	$8,560	$646,798	$39,969
2025	No data	No data	No data	No data
2024	$211,583	$136,836	$708,691	$74,747
2023	$172,319	$167,957	$606,356	$4,362
2022	$199,589	$181,542	$593,972	$18,047
2021	$172,577	$173,391	$624,262	$-814
2020	$159,390	$163,823	$581,380	$-4,433

ESSEX MEADOWS FOUNDATION INC