EVERHART EXCELLENCE FOUNDATION INC (EIN 461064967) - 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

2012

Legal Domicile

Principal Officer

JOSHUA TRAFTON

Phone

8506819400

Tax Period

2021-01-01 to 2021-12-31

EVERHART EXCELLENCE FOUNDATION INC, founded in 2012, is a micro nonprofit in the Education sector that reported $64K in total revenue in fiscal year 2021. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $42K, a strong 66% operating margin.

Mission

TO PROVIDE CHARITABLE AND EDUCATIONAL AID TO THE GRETCHEN EVERHART SCHOOL, A PUBLIC SCHOOL SERVING STUDENTS WITH SIGNIFICANT MENTAL AND/OR PHYSICAL DISABILITIES.

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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 (2021)

Revenue Breakdown

Contributions & Grants $28,635

Program Service Revenue $0

Investment Income $35,761

Other Revenue $0

TOTAL REVENUE $64,396

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $16,896

Other Expenses $17,005

TOTAL EXPENSES $22,005

Year-over-Year Comparison

	2021	2020	Change
Revenue	$64,396	$46,842	+0.4%
Expenses	$22,005	$25,109	-0.1%
Net Income	$42,391	$21,733	+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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
COURTNEY BENEDIX	DIRECTOR	0.10	Director	$0	$0	$0
JANE F BULLEN	SECRETARY	0.10	Officer Director	$0	$0	$0
JULIANNE CLAYTON	DIRECTOR	0.10	Director	$0	$0	$0
TIM KELLY	DIRECTOR	0.10	Director	$0	$0	$0
CLINTON BRETT KETCHAM	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
HENRY MAYFIELD	DIRECTOR	0.10	Director	$0	$0	$0
MICHAEL MCBRIDE	DIRECTOR	0.10	Director	$0	$0	$0
CHARLES ROCKWOOD	DIRECTOR	0.10	Director	$0	$0	$0
JOSHUA TRAFTON	TREASURER	1.00	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	$64,396	$22,005	$376,200	$42,391
2020	$46,842	$25,109	$335,632	$21,733
2019	$67,477	$175,279	$313,037	$-107,802
2018	$256,010	$43,241	$420,763	$212,769

EVERHART EXCELLENCE FOUNDATION INC