The American Friends of Erhard-Jensen OntologicalPhenomenological Initiative (EIN 463066830) - 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

Terry Giles

Phone

8444233564

Tax Period

2024-01-01 to 2024-12-31

The American Friends of Erhard-Jensen OntologicalPhenomenological Initiative, founded in 2013, is a micro nonprofit in the Education sector that reported $29K in total revenue in fiscal year 2024. Revenue surged 54% from the prior year, signaling strong growth momentum. The organization ran a surplus of $7K, a strong 23% operating margin.

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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 (2024)

Revenue Breakdown

Contributions & Grants $28,919

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $28,919

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $22,139

TOTAL EXPENSES $22,139

Year-over-Year Comparison

	2024	2023	Change
Revenue	$28,919	$18,738	+0.5%
Expenses	$22,139	$23,198	0.0%
Net Income	$6,780	$-4,460	-2.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Terry Giles	President	1.00	Officer Director	$0	$0	$0
Gary Grace	Treasurer	1.00	Officer Director	$0	$0	$0
Robert Chester	Secretary	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
2024	$28,919	$22,139	$28,348	$6,780
2023	$18,738	$23,198	$21,568	$-4,460
2022	$24,794	$21,881	$26,028	$2,913
2021	$25,654	$25,555	$23,165	$99
2020	$17,513	$40,106	$23,016	$-22,593
2019	$69,535	$57,267	$45,609	$12,268
2018	$28,740	$61,538	$33,341	$-32,798

The American Friends of Erhard-Jensen OntologicalPhenomenological Initiative