ELMWOOD EDUCATIONAL FOUNDATION

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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

1990

Legal Domicile

Principal Officer

W MARK DAVIS

Phone

3097428464

Tax Period

2020-07-01 to 2021-06-30

ELMWOOD EDUCATIONAL FOUNDATION, founded in 1990, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $45K in total revenue in fiscal year 2020. Revenue fell 45% from the prior year — a significant decline worth monitoring. Expenses of $41K left a modest 8% surplus.

Mission

TO PROVIDE SCHOLARSHIPS TO STUDENTS WHO MEET OR SURPASS THE CUMULATIVE POINT SYSTEM FOR AWARDING SCHOLARSHIPS.

Program Service Accomplishments

Program 1

Expenses: $41,456 Revenue: $22

TO PROVIDE SCHOLARSHIPS TO STUDENTS WHO MEET OR SURPASS THE CUMULATIVE POINT SYSTEM FOR AWARDING SCHOLARSHIPS.

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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 (2020)

Revenue Breakdown

Contributions & Grants $6,226

Program Service Revenue $22

Investment Income $38,813

Other Revenue $0

TOTAL REVENUE $45,061

Expense Breakdown

Grants Paid $37,725

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $41,456

Other Expenses $3,731

TOTAL EXPENSES $41,456

Year-over-Year Comparison

	2020	2019	Change
Revenue	$45,061	$82,129	-0.5%
Expenses	$41,456	$49,971	-0.2%
Net Income	$3,605	$32,158	-0.9%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KENNETH BLUM	DIRECTOR	2.00	Director	$0	$0	$0
PATRICK BROWN	DIRECTOR	2.00	Director	$0	$0	$0
BRANDON BUTLER	DIRECTOR	2.00	Director	$0	$0	$0
ANDREA CLARK	DIRECTOR	2.00	Director	$0	$0	$0
STEPHANIE COLGAN	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
W MARK DAVIS	PRESIDENT	2.00	Officer Director	$0	$0	$0
GORDON INSKEEP	DIRECTOR	2.00	Director	$0	$0	$0
KRISTEN JACKSON	DIRECTOR	2.00	Director	$0	$0	$0
JUSTIN MAY	DIRECTOR	2.00	Director	$0	$0	$0
JANELLE MEYERS	SECRETARY	2.00	Officer Director	$0	$0	$0
DEAN WARNER	TREASURER	2.00	Officer 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
2021	$45,061	$41,456	$1,289,352	$3,605
2020	$82,129	$49,971	$1,146,636	$32,158
2019	$101,858	$30,781	$1,186,210	$71,077