EDGERTON EDUCATION FOUNDATION (EIN 470745980) - 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

1991

Legal Domicile

Principal Officer

JOHN NELSON

Tax Period

2023-01-01 to 2023-12-31

EDGERTON EDUCATION FOUNDATION, founded in 1991, is a small nonprofit in the Arts, Culture & Humanities sector that reported $613K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $692K exceeded revenue, resulting in a 13% operating deficit.

Mission

EDUCATION

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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 $299,349

Program Service Revenue $246,428

Investment Income $59,080

Other Revenue $8,004

TOTAL REVENUE $612,861

Expense Breakdown

Grants Paid $0

Salaries & Benefits $353,058

Fundraising Expenses $79,075

Program Expenses $488,013

Other Expenses $339,099

TOTAL EXPENSES $692,157

Year-over-Year Comparison

	2023	2022	Change
Revenue	$612,861	$559,736	+0.1%
Expenses	$692,157	$639,626	+0.1%
Net Income	$-79,296	$-79,890	0.0%

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

N/A

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
PHIL HUPF	DIRECTOR	N/A	Director	$0	$0	$0
SHANE THORELL	DIRECTOR	N/A	Director	$0	$0	$0
ROBIN WILCOX-MORRIS	DIRECTOR	N/A	Director	$0	$0	$0
JAMES EDIGER	TREASURER	N/A	Officer	$0	$0	$0
KILEY JAMES	SECRETARY	N/A	Officer	$0	$0	$0
ROSS LUZUM	VICE PRES	N/A	Officer	$0	$0	$0
JOHN NELSON	PRESIDENT	N/A	Officer	$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	No data	No data	No data	No data
2023	$612,861	$692,157	$3,071,007	$-79,296
2022	$559,736	$639,626	$2,883,576	$-79,890
2021	$654,593	$596,794	$3,571,264	$57,799
2020	$634,932	$498,299	$3,467,883	$136,633
2019	$471,287	$487,914	$3,031,239	$-16,627
2018	$693,288	$520,566	$2,754,590	$172,722

EDGERTON EDUCATION FOUNDATION