EMERGE Fellowship (EIN 454077397) - 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

2013

Legal Domicile

Principal Officer

Katie Johnson

Phone

8323503061

Tax Period

2023-08-01 to 2024-07-31

EMERGE Fellowship, founded in 2013, is a community nonprofit in the Education sector that reported $6.0M in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year.

Mission

EMERGE empowers and equips high-achieving students from low-income communities to apply to, thrive at, and graduate from the nation's best colleges.

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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 $3,825,774

Program Service Revenue $1,984,249

Investment Income $162,206

Other Revenue $16,614

TOTAL REVENUE $5,988,843

Expense Breakdown

Grants Paid $68,261

Salaries & Benefits $3,908,379

Fundraising Expenses $702,608

Program Expenses $4,403,805

Other Expenses $2,057,428

TOTAL EXPENSES $6,034,068

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,988,843	$6,862,163	-0.1%
Expenses	$6,034,068	$5,727,866	+0.1%
Net Income	$-45,225	$1,134,297	-1.0%

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

Volunteers

110

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

$222,588

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Katie Johnson	President	5.00	Officer Director	$0	$0	$0
Louise Wiggins	Vice President	5.00	Officer Director	$0	$0	$0
Abdullah Khan	Treasurer	5.00	Officer Director	$0	$0	$0
Ann Kennedy	Secretary	2.00	Officer Director	$0	$0	$0
David Bell	Director	2.00	Director	$0	$0	$0
Christina Bryan	Director	5.00	Director	$0	$0	$0
Jose Cantu	Director	2.00	Director	$0	$0	$0
Pedro Caruso	Director	2.00	Director	$0	$0	$0
Anish Hariharan	Director	2.00	Director	$0	$0	$0
Vik Kalara	Director	2.00	Director	$0	$0	$0
Judy Le	Director	2.00	Director	$0	$0	$0
Mia Mends	Director	5.00	Director	$0	$0	$0
Scott Minnix	Director	2.00	Director	$0	$0	$0
Ben Samuels	Director	2.00	Director	$0	$0	$0
Bryan Sanchez	Director	2.00	Director	$0	$0	$0
Denise Smith	Director	2.00	Director	$0	$0	$0
Kelley Trammel	Director	2.00	Director	$0	$0	$0
Maria Zerr	Director	2.00	Director	$0	$0	$0
Ann Ziker	Director	2.00	Director	$0	$0	$0
Dr Anastasia Lindo Anderson	CEO	40.00	Officer	$212,625	$9,963	$222,588
Janicca Garcia	VP of Development	40.00	Highest	$153,375	$10,283	$163,658
Mubeen Khumawala	VP of Growth and Strategy	40.00	Highest	$143,483	$15,829	$159,312
Sarah Swain	Director of Program Strategy	40.00	Highest	$125,558	$16,219	$141,777
Maurisa Lez	VP of People and Culture	40.00	Highest	$115,385	$17,923	$133,308
Adriana Bolivar	Director of Development	40.00	Highest	$111,731	$18,151	$129,882

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	$5,988,843	$6,034,068	$5,926,851	$-45,225
2023	$6,862,163	$5,727,866	$5,960,489	$1,134,297
2022	$4,368,746	$4,802,811	$4,668,037	$-434,065
2021	$4,579,431	$3,407,961	$5,115,562	$1,171,470
2020	$4,691,824	$2,761,169	$4,300,889	$1,930,655
2019	$2,877,720	$2,425,099	$2,065,799	$452,621
2018	$2,089,161	$1,624,254	$972,217	$464,907

EMERGE Fellowship