Earlham Foundation (EIN 356014491) - 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

1931

Legal Domicile

Phone

7659831200

Tax Period

2024-07-01 to 2025-06-30

Earlham Foundation, founded in 1931, is a mid-sized nonprofit in the Education sector that reported $21.0M in total revenue in fiscal year 2024. Revenue surged 271% from the prior year, signaling strong growth momentum. Expenses of $28.1M exceeded revenue, resulting in a 34% operating deficit.

Mission

Receives and holds gifts made to Earlham College, Inc.

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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 $4,114,577

Program Service Revenue $0

Investment Income $16,873,676

Other Revenue $0

TOTAL REVENUE $20,988,253

Expense Breakdown

Grants Paid $27,327,898

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $28,107,383

Other Expenses $779,485

TOTAL EXPENSES $28,107,383

Year-over-Year Comparison

	2024	2023	Change
Revenue	$20,988,253	$5,650,530	+2.7%
Expenses	$28,107,383	$25,079,573	+0.1%
Net Income	$-7,119,130	$-19,429,043	-0.6%

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

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

$492,205

Total Directors

$207,010

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Carrie D Ervin	Secretary/Treasurer	5.0	Officer Director	$0	$53,530	$207,010
Larry Martin	Vice President	5.0	Officer Director	$0	$0	$0
Tania Deng	President	5.0	Officer Director	$0	$0	$0
Alan Scantland	Director	2.0	Director	$0	$0	$0
Chase Slaughter	Director (beg Jan 2025)	2.0	Director	$0	$0	$0
Fred Mills	Director	2.0	Director	$0	$0	$0
Jim Donahue	Director (until Dec 2024)	2.0	Director	$0	$0	$0
Kirk Wright	Director (beg Jan 2025)	2.0	Director	$0	$0	$0
Marion Shore	Director (until Dec 2024)	2.0	Director	$0	$0	$0
Mark Newlin	Director	2.0	Director	$0	$0	$0
Melissa Moye	Director (beg Jan 2025)	2.0	Director	$0	$0	$0
Tom Johnson	Director (until Dec 2024)	2.0	Director	$0	$0	$0
Lianne Warner	Associate Controller/Assist. Secretary (until Oct 2024), Controller/Assist. Treasurer	18.0	Officer	$0	$45,916	$133,103
Michael Deibel	Assistant Secretary (beg Oct 2024)	5.0	Officer	$0	$15,081	$152,092
Stacy L Davidson	Former Treasurer/Secretary	0.0		$0	$16,366	$199,015

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	$20,988,253	$28,107,383	$427,414,670	$-7,119,130
2024	$5,650,530	$25,079,573	$414,847,008	$-19,429,043
2023	$13,932,576	$23,155,744	$416,563,758	$-9,223,168
2022	$45,487,920	$905,664	$426,700,889	$44,582,256
2021	$26,788,184	$69,683,812	$474,854,358	$-42,895,628
2020	$21,976,711	$4,694,873	$378,086,314	$17,281,838
2019	$26,251,898	$17,609,902	$417,105,415	$8,641,996
2018	$28,159,010	$25,385,903	$427,375,106	$2,773,107

Earlham Foundation