Incarnate Word Education Foundation (EIN 271891305) - 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

Phone

2108296037

Tax Period

2024-06-01 to 2025-05-31

Mission

THE FOUNDATION IS ORGANIZED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF ITS SOLE MEMBER, THE UNIVERSITY OF THE INCARNATE WORD.

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2024	2023	Change
Revenue	N/A	$22,554	-1.0%
Expenses	N/A	N/A	N/A
Net Income	N/A	$22,554	N/A

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

N/A

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

$2,485,115

Total Directors

$2,485,115

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOUGLAS ENDSLEY	DIRECTOR/TREASURER (FROM 08/2024 UNTIL 05/2025)	0.2	Officer Director	$0	$22,478	$106,663
DR DARRELL L HAYDON	DIRECTOR/TREASURER (UNTIL 08/2024)	0.2	Officer Director	$0	$55,034	$800,574
DR THOMAS M EVANS	DIR/PRESIDENT/CEO	0.1	Officer Director	$0	$42,235	$1,193,190
MARCOS FRAGOSO	DIRECTOR AND SECRETARY	0.1	Officer Director	$0	$74,492	$384,688

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	No data	No data	No data	No data
2024	$22,554	No data	$304,355	No data
2023	$42,510	No data	$4,532,801	No data
2022	$42,510	No data	$4,490,291	No data
2021	$42,510	No data	$4,447,781	No data
2020	$147,848	No data	$4,405,271	No data
2019	$459,231	No data	$14,710,973	No data
2018	$1,041,664	No data	$14,251,742	No data

Incarnate Word Education Foundation