Avow Foundation Inc (EIN 465736467) - 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

2014

Legal Domicile

Phone

2392614404

Tax Period

2023-01-01 to 2023-12-31

Avow Foundation Inc, founded in 2014, is a community nonprofit in the Health Care sector that reported $8.8M in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.1M, a strong 58% operating margin.

Mission

Avow creates peace of mind by providing compassionate care and support to those in need and to be the community's choice for support through life's transitions. Avow Foundation fulfills this mission and vision through its support of the activities of Avow tax-expenpt organizations and their programs and services that may be unfunded or underfunded.

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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 $7,683,738

Program Service Revenue $0

Investment Income $1,214,595

Other Revenue $-83,556

TOTAL REVENUE $8,814,777

Expense Breakdown

Grants Paid $2,189,167

Salaries & Benefits $772,476

Fundraising Expenses $1,024,123

Program Expenses $2,189,167

Other Expenses $755,784

TOTAL EXPENSES $3,717,427

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,814,777	$6,834,650	+0.3%
Expenses	$3,717,427	$4,971,214	-0.3%
Net Income	$5,097,350	$1,863,436	+1.7%

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

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

$917,203

Total Directors

$431,860

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	Chair	0.8	Officer Director	$0	$0	$0
N/A	Treasurer	0.5	Officer Director	$0	$0	$0
N/A	President and CEO	15.0	Officer Director	$0	$27,854	$431,860
N/A	Vice Chair	0.6	Officer Director	$0	$0	$0
N/A	Secretary	0.5	Officer Director	$0	$0	$0
N/A	Director (Beginning April 2023)	0.1	Director	$0	$0	$0
N/A	Director (Ending April 2023)	0.1	Director	$0	$0	$0
N/A	Chief Compliance Officer	1.0	Officer	$0	$34,825	$222,309
N/A	Chief Financial Officer	15.0	Officer	$0	$25,375	$263,034
N/A	Senior Vice President of Philanthropy	50.0	Highest	$188,237	$43,244	$231,481

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	$8,814,777	$3,717,427	$50,748,419	$5,097,350
2022	$6,834,650	$4,971,214	$40,901,328	$1,863,436
2021	$9,594,342	$4,103,623	$44,104,234	$5,490,719
2020	$7,162,446	$3,630,656	$37,995,759	$3,531,790
2019	$5,169,048	$2,655,636	$31,788,399	$2,513,412
2018	$1,805,582	$1,534,348	$26,157,155	$271,234

Avow Foundation Inc