EDGE FOUNDATION (EIN 352262709) - 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

2005

Legal Domicile

Principal Officer

NEIL PETERSON

Phone

8887818886

Tax Period

2024-07-01 to 2025-06-30

EDGE FOUNDATION, founded in 2005, is a small nonprofit in the Mental Health sector that reported $591K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Expenses of $731K exceeded revenue, resulting in a 24% operating deficit.

Mission

THE EDGE FOUNDATION IS A CHARITABLE 501(C)3 NONPROFIT ORGANIZATION DEDICATED TO HELPING PEOPLE REACH THEIR ACADEMIC, PERSONAL, PROFESSIONAL, AND SOCIAL POTENTIAL THROUGH THE SUPPORT OF EXECUTIVE FUNCTION COACHING. OUR APPROACH IS THROUGH COACHING AND TRAINING COACHES, OUR MODEL IS RESEARCH PROVEN, AND OUR OUTCOMES ARE MEASURABLE.

🔒

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 $252,801

Program Service Revenue $337,146

Investment Income $33

Other Revenue $1,006

TOTAL REVENUE $590,986

Expense Breakdown

Grants Paid $0

Salaries & Benefits $58,973

Fundraising Expenses $36,459

Program Expenses $574,426

Other Expenses $672,284

TOTAL EXPENSES $731,257

Year-over-Year Comparison

	2024	2023	Change
Revenue	$590,986	$640,246	-0.1%
Expenses	$731,257	$622,709	+0.2%
Net Income	$-140,271	$17,537	-9.0%

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

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

$53,001

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NEIL PETERSON	FOUNDER CHAIRMAN AND CEO	40.00	Officer Director	$1	$0	$1
ERNEST CAMACHO	DIRECTOR	2.00	Director	$0	$0	$0
MONICA DRINANE	DIRECTOR	2.00	Director	$0	$0	$0
DAVID BAKER	DIRECTOR	2.00	Director	$0	$0	$0
PETER W STEVENS	DIRECTOR	2.00	Director	$0	$0	$0
MATTHEW R WILLIAMSON	DIRECTOR	2.00	Director	$0	$0	$0
TYLER DUVALL	DIRECTOR	2.00	Director	$0	$0	$0
KELSEY PETERSON SCHULZ	DIRECTOR	2.00	Director	$0	$0	$0
MURPHY MCCALLEY	DIRECTOR	2.00	Director	$0	$0	$0
NATE MILES	DIRECTOR	2.00	Director	$0	$0	$0
JOHN A FLAHERTY	DIRECTOR	2.00	Director	$0	$0	$0
DR BARRY ALBERSTEIN	DIRECTOR	2.00	Director	$0	$0	$0
BILL GRINSTEIN	DIRECTOR	2.00	Director	$0	$0	$0
RUSH N HILL II	DIRECTOR	2.00	Director	$0	$0	$0
OGDEN CLIP KNIFFIN JR	DIRECTOR	2.00	Director	$0	$0	$0
RICHARD HUGHES	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL V MCGILL	DIRECTOR	2.00	Director	$0	$0	$0
KURT NIELSEN	DIRECTOR	2.00	Director	$0	$0	$0
LEE SANDER	DIRECTOR	2.00	Director	$0	$0	$0
TERRY MATSUMOTO	CFO	32.00	Officer	$0	$0	$0
DENISE VON PRESSENTIN	PROGRAM DIRECTOR	40.00	Officer	$50,000	$3,000	$53,000

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	$590,986	$731,257	$94,718	$-140,271
2024	No data	No data	No data	No data
2023	$505,434	$692,749	$222,847	$-187,315
2022	$1,195,337	$1,004,566	$408,202	$190,771
2021	$849,985	$1,015,201	$211,527	$-165,216
2018	$1,073,266	$1,091,377	$169,985	$-18,111

EDGE FOUNDATION