E S PRENTISS FBO CWRU (EIN 346512438) - 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

1920

Legal Domicile

Phone

4127629965

Tax Period

2024-06-01 to 2025-05-31

E S PRENTISS FBO CWRU, founded in 1920, is a small nonprofit that reported $570K in total revenue in fiscal year 2024. Revenue fell 48% from the prior year — a significant decline worth monitoring. Expenses of $920K exceeded revenue, resulting in a 61% operating deficit.

Mission

Supporting Case Western Reserve University in Cleveland, OH.

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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 $570,003

Other Revenue $0

TOTAL REVENUE $570,003

Expense Breakdown

Grants Paid $870,915

Salaries & Benefits $43,350

Fundraising Expenses $0

Program Expenses $879,785

Other Expenses $6,007

TOTAL EXPENSES $920,272

Year-over-Year Comparison

	2024	2023	Change
Revenue	$570,003	$1,088,083	-0.5%
Expenses	$920,272	$875,321	+0.1%
Net Income	$-350,269	$212,762	-2.6%

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

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
N/A	TRUSTEE	1.0		$43,350	$0	$43,350

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	$570,003	$920,272	$15,624,351	$-350,269
2024	$1,088,083	$875,321	$15,419,560	$212,762
2023	$60,174	$1,009,463	$15,190,762	$-949,289
2022	$1,094,363	$933,959	$16,123,625	$160,404
2021	$363,425	$855,392	$15,911,513	$-491,967

E S PRENTISS FBO CWRU