Edward Foundation (EIN 363723705) - 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

1989

Legal Domicile

Phone

6305273000

Tax Period

2023-01-01 to 2023-12-31

Edward Foundation, founded in 1989, is a community nonprofit that reported $2.5M in total revenue in fiscal year 2023. Revenue surged 63% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.0M, a strong 79% operating margin.

Mission

EDWARD FOUNDATION FOLLOWS THE MISSION OF ENDEAVOR HEALTH TO "HELP EVERYONE IN OUR COMMUNITIES BE THEIR BEST."

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,924,126

Program Service Revenue $0

Investment Income $850,542

Other Revenue $-282,748

TOTAL REVENUE $2,491,920

Expense Breakdown

Grants Paid $386,827

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $386,827

Other Expenses $135,947

TOTAL EXPENSES $522,774

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,491,920	$1,530,941	+0.6%
Expenses	$522,774	$1,523,716	-0.7%
Net Income	$1,969,146	$7,225	+271.5%

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

$13,023,719

Total Directors

$1,935,201

Key Employees

$215,623

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	Vice Chair	1.0	Officer Director	$0	$0	$0
N/A	Chair	1.0	Officer Director	$0	$0	$0
N/A	President, Edward Hospital	1.0	Officer Director	$0	$91,920	$974,831
N/A	Trustee	1.0	Director	$0	$45,230	$419,092
N/A	Trustee	1.0	Director	$0	$0	$0
N/A	Trustee	1.0	Director	$0	$0	$0
N/A	Trustee	1.0	Director	$0	$48,572	$541,278
N/A	Trustee	1.0	Director	$0	$0	$0
N/A	Trustee (until 3/22/23)	1.0	Director	$0	$0	$0
N/A	Trustee	1.0	Director	$0	$0	$0
N/A	Trustee (until 6/30/23)	1.0	Director	$0	$0	$0
N/A	Trustee (until 4/20/23)	1.0	Director	$0	$0	$0
N/A	Trustee	1.0	Director	$0	$0	$0
N/A	Trustee	1.0	Director	$0	$0	$0
N/A	Trustee	1.0	Director	$0	$0	$0
N/A	System Chief Legal Officer/Secretary (until 3/31/23)	1.0	Officer	$0	$156,204	$1,016,097
N/A	CFO, South Region/Treasurer (until 12/15/23)	1.0	Officer	$0	$158,179	$1,494,552
N/A	System Chief Financial Officer	1.0	Officer	$0	$284,165	$2,034,913
N/A	System President & CEO	1.0	Officer	$0	$2,182,996	$6,283,528
N/A	Assistant Treasurer	1.0	Officer	$0	$42,904	$518,034
N/A	System Chief Legal Officer/Secretary	1.0	Officer	$0	$46,582	$701,764
N/A	Executive Director, Edward Foundation	39.0	Key Emp	$0	$17,601	$215,623

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	No data	No data	No data	No data
2023	$2,491,920	$522,774	$14,653,156	$1,969,146
2022	$1,530,941	$1,523,716	$11,814,979	$7,225
2021	$3,736,427	$272,412	$13,112,241	$3,464,015
2021	$2,496,643	$1,203,367	$11,548,356	$1,293,276
2020	$3,113,566	$2,079,096	$6,345,077	$1,034,470
2019	$3,102,834	$9,755,581	$6,890,370	$-6,652,747
2018	$2,764,743	$978,789	$13,641,544	$1,785,954

Edward Foundation