ERM GROUP FOUNDATION INC (EIN 232792333) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1994

Legal Domicile

Phone

4849130300

Tax Period

2024-01-01 to 2024-12-31

ERM GROUP FOUNDATION INC, founded in 1994, is a small nonprofit in the Environment sector that reported $165K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $259K exceeded revenue, resulting in a 57% operating deficit.

Mission

Provide human resources and/or financial assistance to projects that contribute to the improvement of the earth's environment, the quality of life and sustainable development throughout the world through appropriate charitable, educational, and scientific endeavors.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $164,601

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $164,601

Expense Breakdown

Grants Paid $240,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $240,000

Other Expenses $19,142

TOTAL EXPENSES $259,142

Year-over-Year Comparison

	2024	2023	Change
Revenue	$164,601	$141,793	+0.2%
Expenses	$259,142	$241,903	+0.1%
Net Income	$-94,541	$-100,110	-0.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

159

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
Stephanie Gooch	President	1.00	Officer Director	$0	$0	$0
Joanne DellaValle	Treasurer	1.00	Officer Director	$0	$0	$0
Lee Read	Director	1.00	Director	$0	$0	$0
Assaad Mohanna	Director	1.00	Director	$0	$0	$0
David Dusing	Vice President	1.00	Officer Director	$0	$0	$0
Francine Boone	Director	1.00	Director	$0	$0	$0
Jennifer Lee	Director	1.00	Director	$0	$0	$0
Justin Dauphinais	Director	1.00	Director	$0	$0	$0
Janice Taplar	Secretary	30.00	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
2024	$164,601	$259,142	$245,320	$-94,541
2023	$141,793	$241,903	$338,112	$-100,110
2022	$202,013	$216,586	$441,554	$-14,573
2021	$489,049	$157,033	$450,795	$332,016
2020	$125,029	$116,645	$118,779	$8,384

ERM GROUP FOUNDATION INC