ANNE E FOWLER FOUNDATION INC (EIN 270662575) - 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

2010

Legal Domicile

Principal Officer

MARJORIE GILLIS

Phone

2032397323

Tax Period

2023-01-01 to 2023-12-31

ANNE E FOWLER FOUNDATION INC, founded in 2010, is a small nonprofit in the Education sector that reported $538K in total revenue in fiscal year 2023. Revenue surged 335% from the prior year, signaling strong growth momentum. The organization ran a surplus of $485K, a strong 90% operating margin.

Mission

THE INSTITUTE SUPPORTS SCHOLARSHIPS TO TEACHERS FOR COURSE WORK IN READING AND LANGUAGE DEVELOPMENT TO EMPOWER TEACHING EXCELLENCE SO THAT EVERY CHILD LEARNS TO READ BY THIRD GRADE.

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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 $470,950

Program Service Revenue $0

Investment Income $66,659

Other Revenue $0

TOTAL REVENUE $537,609

Expense Breakdown

Grants Paid $45,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $48,475

Other Expenses $7,198

TOTAL EXPENSES $52,698

Year-over-Year Comparison

	2023	2022	Change
Revenue	$537,609	$123,672	+3.3%
Expenses	$52,698	$46,362	+0.1%
Net Income	$484,911	$77,310	+5.3%

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
MARJORIE GILLIS	PRESIDENT	5.00	Officer Director	$0	$0	$0
WILL COLWELL	DIRECTOR	0.00	Director	$0	$0	$0
KRISTEN EILERT	DIRECTOR	0.00	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	$537,609	$52,698	$3,363,650	$484,911
2022	$123,672	$46,362	$2,766,151	$77,310
2021	$776,884	$15,632	$2,882,192	$761,252
2020	$33,591	$39,243	$1,640,704	$-5,652
2019	$6,007	$91,457	$877,919	$-85,450
2018	$314,034	$140,941	$963,901	$173,093

ANNE E FOWLER FOUNDATION INC