THE EAGLES MERE FOUNDATION

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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

1986

Legal Domicile

Principal Officer

HENRY LONG

Phone

8043631353

Tax Period

2024-01-01 to 2024-12-31

THE EAGLES MERE FOUNDATION, founded in 1986, is a small nonprofit that reported $187K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. The organization ran a surplus of $118K, a strong 63% operating margin.

Mission

THE EAGLES MERE FOUNDATION IS A COMMUNITY FOUNDATION FUNDED BY DONORS WHO SHARE THE FOUNDATION'S VISION OF PRESERVING AND ENHANCING THE UNIQUE CHARACTER OF EAGLES MERE, PENNSYLVANIA. THE FOUNDATION WAS ESTABLISHED IN AUGUST 1986.

Program Service Accomplishments

Program 1

Expenses: $49,046

THE ORGANIZATION PROVIDES GRANTS TO QUALIFIED ORGANIZATIONS THAT ARE ALSO TAX EXEMPT IN THE EAGLES MERE, PENNSYLVANIA AREA. THE ORGANIZATION MADE VARIOUS GRANTS IN THE YEAR TO ORGANIZATIONS THAT WERE...

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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 $35,814

Program Service Revenue $0

Investment Income $151,355

Other Revenue $0

TOTAL REVENUE $187,169

Expense Breakdown

Grants Paid $49,046

Salaries & Benefits $0

Fundraising Expenses $5,559

Program Expenses $49,046

Other Expenses $19,644

TOTAL EXPENSES $68,690

Year-over-Year Comparison

	2024	2023	Change
Revenue	$187,169	$210,801	-0.1%
Expenses	$68,690	$149,707	-0.5%
Net Income	$118,479	$61,094	+0.9%

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
KATHERINE HOLMES	PRESIDENT	1.00	Officer Director	$0	$0	$0
AMY SHAPIRO	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BETH BLAIR	SECRETARY	2.00	Officer Director	$0	$0	$0
HENRY LONG	TREASURER	1.00	Officer Director	$0	$0	$0
DENNIS CRAIG	DIRECTOR	1.00	Director	$0	$0	$0
ANDY RAU	DIRECTOR	1.00	Director	$0	$0	$0
MARIA WALSH	DIRECTOR	1.00	Director	$0	$0	$0
WILL ASH	DIRECTOR	1.00	Director	$0	$0	$0
ARNIE BORISH	DIRECTOR	1.00	Director	$0	$0	$0
MICK SMYER	DIRECTOR (UNTIL MAY 2024)	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
2024	$187,169	$68,690	$2,836,609	$118,479
2023	$210,801	$149,707	$2,506,350	$61,094
2022	$162,463	$44,963	$2,306,366	$117,500
2021	$282,938	$53,233	$2,806,647	$229,705
2020	$233,127	$39,758	$2,269,693	$193,369
2019	$103,726	$43,146	$1,993,073	$60,580
2018	$71,889	$31,764	$1,626,862	$40,125