ESTES PALMER FOUNDATION (EIN 386258410) - 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

1972

Legal Domicile

Principal Officer

ALLISON BUEGE-WATSON

Phone

5178960061

Tax Period

2025-01-01 to 2025-12-31

ESTES PALMER FOUNDATION, founded in 1972, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $741K in total revenue in fiscal year 2025. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $331K, a strong 45% operating margin.

Mission

TO PROVIDE FINANCIAL ASSISTANCE TO ADRIAN COLLEGE AND ASBURY THEOLOGICAL SEMINARY

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $740,953

Other Revenue $407

TOTAL REVENUE $741,360

Expense Breakdown

Grants Paid $329,528

Salaries & Benefits $10,000

Fundraising Expenses $0

Program Expenses $329,528

Other Expenses $70,496

TOTAL EXPENSES $410,024

Year-over-Year Comparison

	2025	2024	Change
Revenue	$741,360	$584,940	+0.3%
Expenses	$410,024	$380,863	+0.1%
Net Income	$331,336	$204,077	+0.6%

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

$6,000

Total Directors

$10,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LANCE R LYNCH	PRESIDENT	1.00	Officer Director	$2,000	$0	$2,000
ALLISON M BUEGE-WATSON	VICE PRESIDENT & SECRETARY	1.00	Officer Director	$2,000	$0	$2,000
STEPHEN SERKAIAN	TREASURER	1.00	Officer Director	$2,000	$0	$2,000
JEREMY GOUGH	DIRECTOR	1.00	Director	$2,000	$0	$2,000
MARK J DELUCA	DIRECTOR	1.00	Director	$2,000	$0	$2,000

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	$741,360	$410,024	$8,129,952	$331,336
2024	$584,940	$380,863	$7,798,616	$204,077
2023	$329,720	$360,535	$7,594,539	$-30,815
2022	$221,034	$581,777	$7,625,354	$-360,743
2021	$997,774	$371,027	$7,986,097	$626,747
2020	$249,049	$340,136	$7,380,645	$-91,087
2019	$554,745	$415,668	$7,488,021	$139,077

ESTES PALMER FOUNDATION