CALLAWAY EDUCATIONAL FOUNDATION (EIN 470717037) - 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

1988

Legal Domicile

Principal Officer

MICHAEL PANDORF

Phone

3088362272

Tax Period

2024-01-01 to 2024-12-31

CALLAWAY EDUCATIONAL FOUNDATION, founded in 1988, is a micro nonprofit in the Religion sector that reported $68K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $53K, a strong 79% operating margin.

Mission

SCHOLARSHIPS & EDUCATIONAL OPPORTUNITIES

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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 $6,925

Program Service Revenue $0

Investment Income $60,642

Other Revenue $0

TOTAL REVENUE $67,567

Expense Breakdown

Grants Paid $13,987

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $13,987

Other Expenses $122

TOTAL EXPENSES $14,109

Year-over-Year Comparison

	2024	2023	Change
Revenue	$67,567	$59,013	+0.1%
Expenses	$14,109	$21,347	-0.3%
Net Income	$53,458	$37,666	+0.4%

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
BRETT EGGLESTON	TREASURER	1.00	Officer Director	$0	$0	$0
LYNN LONGMORE	BOARD MEMBER	1.00	Director	$0	$0	$0
RANDY MEYER	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL PANDORF	PRESIDENT	1.00	Officer Director	$0	$0	$0
SUSAN PHELPS	SECRETARY	1.00	Officer Director	$0	$0	$0
CHRISTIE PITKIN	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
ERIN REIFF	BOARD MEMBER	1.00	Director	$0	$0	$0
NICOLE RUSH	BOARD MEMBER	1.00	Director	$0	$0	$0
BRENDA STILL	BOARD MEMBER	1.00	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	$67,567	$14,109	$880,635	$53,458
2018	$33,066	$15,849	$414,342	$17,217
2017	$11,792	$16,296	$422,667	$-4,504

CALLAWAY EDUCATIONAL FOUNDATION