ANGUS FOUNDATION (EIN 363084945) - 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

1980

Legal Domicile

Principal Officer

KENNY MILLER

Phone

8163835100

Tax Period

2023-10-01 to 2024-09-30

ANGUS FOUNDATION, founded in 1980, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2023. Revenue fell 22% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $367K, a strong 20% operating margin.

Mission

ADVANCEMENT OF EDUCATION, YOUTH, AND RESEARCH ACTIVITIES FOR ANGUS BREED

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $747,405

Program Service Revenue $0

Investment Income $892,861

Other Revenue $163,413

TOTAL REVENUE $1,803,679

Expense Breakdown

Grants Paid $691,579

Salaries & Benefits $288,866

Fundraising Expenses $250,805

Program Expenses $887,502

Other Expenses $456,566

TOTAL EXPENSES $1,437,011

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,803,679	$2,315,376	-0.2%
Expenses	$1,437,011	$1,424,320	+0.0%
Net Income	$366,668	$891,056	-0.6%

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

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

$821,301

Total Directors

$692,269

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MCCULLY MARK	VICE-CHAIR	2.00	Officer Director	$0	$41,325	$434,124
MILLER KENNY	SECRETARY	2.00	Officer Director	$0	$27,466	$258,145
MEAD ALAN	CHAIR	0.50	Officer Director	$0	$0	$0
EGGERS DARLA	OUTSIDE REPRESENTATIVE	0.50	Director	$0	$0	$0
GOSSEN LARRY	OUTSIDE REPRESENTATIVE	0.50	Director	$0	$0	$0
MCGINNIS TOM	OUTSIDE REPRESENTATIVE	0.50	Director	$0	$0	$0
MCCURRY GREG	DIRECTOR	0.50	Director	$0	$0	$0
WILSON LORAN B	DIRECTOR	0.50	Director	$0	$0	$0
SMITH HENRY	DIRECTOR	0.50	Director	$0	$0	$0
UPPERMAN JACLYN	EXECUTIVE DIRECTOR	40.00	Officer	$111,345	$17,687	$129,032

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
2024	$1,803,679	$1,437,011	$27,658,145	$366,668
2023	$2,315,376	$1,424,320	$23,912,892	$891,056
2022	$2,572,870	$1,329,114	$22,208,655	$1,243,756
2021	$2,533,835	$924,337	$25,526,351	$1,609,498
2020	$2,082,352	$1,072,491	$23,490,388	$1,009,861
2019	$2,010,558	$1,714,009	$22,042,830	$296,549
2018	$2,577,407	$1,525,079	$21,399,210	$1,052,328

ANGUS FOUNDATION