EMPLOYEE ASSISTANCE FOUNDATION (EIN 452478986) - 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

2011

Legal Domicile

Principal Officer

CHRIS MEYER

Phone

2253876126

Tax Period

2023-01-01 to 2023-12-31

EMPLOYEE ASSISTANCE FOUNDATION, founded in 2011, is a community nonprofit in the Education sector that reported $3.0M in total revenue in fiscal year 2023. Revenue decreased 19% compared to the prior year. Expenses of $2.8M left a modest 7% surplus.

Mission

TO PROVIDE DISASTER RELIEF AND EMERGENCY ASSISTANCE PROGRAMS.

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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 $2,849,663

Program Service Revenue $0

Investment Income $159,203

Other Revenue $0

TOTAL REVENUE $3,008,866

Expense Breakdown

Grants Paid $2,450,911

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,724,386

Other Expenses $354,354

TOTAL EXPENSES $2,805,265

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,008,866	$3,736,955	-0.2%
Expenses	$2,805,265	$2,667,341	+0.1%
Net Income	$203,601	$1,069,614	-0.8%

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

N/A

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

$1,709,847

Total Directors

$1,709,847

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS MEYER	PRESIDENT	5.00	Officer Director	$0	$78,164	$521,252
JOHN M SPAIN	VICE PRESIDENT - THRU 6/30/23	1.00	Officer Director	$0	$32,966	$304,219
EDMUND J GIERING IV	SECRETARY	5.00	Officer Director	$0	$71,625	$295,737
DEBORAH PICKELL	TREASURER	5.00	Officer Director	$0	$61,302	$308,737
BRENNA BENSON LAMB	VICE PRESIDENT	1.00	Officer Director	$0	$43,789	$279,902

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	$3,008,866	$2,805,265	$5,313,111	$203,601
2022	$3,736,955	$2,667,341	$5,140,864	$1,069,614
2021	$10,603,228	$6,662,915	$4,235,171	$3,940,313

EMPLOYEE ASSISTANCE FOUNDATION