Taylor University Foundation Inc (EIN 356047122) - 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

1933

Legal Domicile

Phone

7659985119

Tax Period

2024-06-01 to 2025-05-31

Taylor University Foundation Inc, founded in 1933, is a small nonprofit in the Education sector that reported $434K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $87K, a strong 20% operating margin.

Mission

Support the educational purposes of Taylor University.

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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 $434,205

Other Revenue $0

TOTAL REVENUE $434,205

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $263,084

Other Expenses $347,386

TOTAL EXPENSES $347,386

Year-over-Year Comparison

	2024	2023	Change
Revenue	$434,205	$391,432	+0.1%
Expenses	$347,386	$429,014	-0.2%
Net Income	$86,819	$-37,582	-3.3%

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

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

$867,485

Total Directors

$1,073,944

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dr D Michael Lindsay	Chair	5.0	Officer Director	$0	$81,882	$653,232
Stephen Olson	Executive Director	10.0	Officer Director	$0	$41,506	$214,253
Jeff Jones	DIRECTOR	1.0	Director	$0	$0	$0
Manuel Rosado	Director	1.0	Director	$0	$0	$0
Mike Falder	DIRECTOR	1.0	Director	$0	$38,723	$206,459

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	$434,205	$347,386	$9,103,605	$86,819
2024	$391,432	$429,014	$8,995,413	$-37,582
2023	$293,271	$362,535	$8,552,432	$-69,264
2022	$826,843	$260,535	$10,183,475	$566,308
2021	$513,693	$294,135	$11,511,191	$219,558
2020	$335,065	$282,584	$10,156,374	$52,481
2019	$650,972	$379,461	$10,919,797	$271,511
2018	$599,650	$396,814	$11,644,673	$202,836

Taylor University Foundation Inc