SPALDING ACADEMY ENDOWMENT FOUNDATION INC (EIN 363499977) - 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

1986

Legal Domicile

Principal Officer

DENNIS BAUER

Phone

3082239843

Tax Period

2024-07-01 to 2025-06-30

SPALDING ACADEMY ENDOWMENT FOUNDATION INC, founded in 1986, is a small nonprofit in the Education sector that reported $316K in total revenue in fiscal year 2024. Revenue surged 95% from the prior year, signaling strong growth momentum. The organization ran a surplus of $114K, a strong 36% operating margin.

Mission

THE MISSION OF THE SPALDING ACADEMY ENDOWMENT FOUNDATION, INC. IS TO ENSURE THE FINANCIAL SECURITY OF SPALDING ACADEMY AND SUPPORT THE MISSION OF THE SCHOOL FOR GENERATIONS TO COME.

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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 $26,450

Program Service Revenue $0

Investment Income $289,918

Other Revenue $0

TOTAL REVENUE $316,368

Expense Breakdown

Grants Paid $172,900

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $172,900

Other Expenses $29,670

TOTAL EXPENSES $202,570

Year-over-Year Comparison

	2024	2023	Change
Revenue	$316,368	$162,598	+0.9%
Expenses	$202,570	$183,552	+0.1%
Net Income	$113,798	$-20,954	-6.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DENNIS BAUER	DIRECTOR/CHA	2.00	Officer Director	$0	$0	$0
DANIEL BAUER	DIRECTOR	1.00	Director	$0	$0	$0
TAMMY DIESSNER	DIRECTOR/SEC	5.00	Officer Director	$0	$0	$0
REV LAWRENCE VADAKKAN	DIRECTOR/TRE	5.00	Officer Director	$0	$0	$0
MIKE MAHONY	DIRECTOR	1.00	Director	$0	$0	$0
KALI ESCH	DIRECTOR	1.00	Director	$0	$0	$0
GASTYN CARRAHER	DIRECTOR	1.00	Director	$0	$0	$0

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	$316,368	$202,570	$3,852,654	$113,798
2024	$162,598	$183,552	$3,797,009	$-20,954
2023	$198,896	$183,211	$3,609,460	$15,685
2022	$289,819	$194,905	$3,373,850	$94,914
2021	$450,172	$218,805	$3,993,264	$231,367
2020	$1,364,364	$123,789	$3,234,409	$1,240,575
2019	$129,331	$88,560	$2,027,009	$40,771

SPALDING ACADEMY ENDOWMENT FOUNDATION INC