THOMAS ALVA EDISON FOUNDATION (EIN 522106274) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1998

Legal Domicile

Principal Officer

PATRICIA VINCENT-COLLAWN

Phone

2025085440

Tax Period

2023-01-01 to 2023-12-31

THOMAS ALVA EDISON FOUNDATION, founded in 1998, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.5M in total revenue in fiscal year 2023. The organization ran a surplus of $342K, a strong 24% operating margin.

Mission

BRING THE BENEFITS OF ELECTRICITY TO FAMILIES, BUSINESSES, AND INDUSTRIES WORLDWIDE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,455,697

Program Service Revenue $0

Investment Income $255

Other Revenue $0

TOTAL REVENUE $1,455,952

Expense Breakdown

Grants Paid $10,550

Salaries & Benefits $555,968

Fundraising Expenses $0

Program Expenses $1,000,718

Other Expenses $547,252

TOTAL EXPENSES $1,113,770

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,455,952	$1,507,030	0.0%
Expenses	$1,113,770	$1,051,391	+0.1%
Net Income	$342,182	$455,639	-0.2%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$20,325,321

Total Directors

$14,400,618

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MR THOMAS R KUHN	PRESIDENT	1.00	Officer Director	$0	$8,803,592	$14,400,618
MR GERARD M ANDERSON	CHAIR THRU 6/23, MEMBER AS OF 6/23	1.00	Director	$0	$0	$0
MR WARNER L BAXTER	MEMBER THRU 6/23, CHAIR AS OF 6/23	1.00	Director	$0	$0	$0
MR NICHOLAS K AKINS	MEMBER	1.00	Director	$0	$0	$0
MR CHRISTOPHER M CRANE	MEMBER	1.00	Director	$0	$0	$0
MR THEODORE F CRAVER	MEMBER	1.00	Director	$0	$0	$0
MR THOMAS A FANNING	MEMBER	1.00	Director	$0	$0	$0
MR BENJAMIN GS FOWKE III	MEMBER	1.00	Director	$0	$0	$0
MS LYNN J GOOD	MEMBER	1.00	Director	$0	$0	$0
MR PEDRO J PIZARRO	MEMBER	1.00	Director	$0	$0	$0
MS MARIA M POPE	MEMBER	1.00	Director	$0	$0	$0
MS PATRICIA K VINCENT-COLLAWN	MEMBER	1.00	Director	$0	$0	$0
MR BRIAN L WOLFF	EXECUTIVE VICE PRESIDENT	1.00	Officer	$0	$701,964	$2,193,119
MS EMILY SANFORD FISHER	EXECUTIVE VICE PRESIDENT	1.00	Officer	$0	$149,023	$956,672
MR PHILIP DION	SENIOR VICE PRESIDENT	1.00	Officer	$0	$55,293	$475,830
MR JOHN S SCHLENKER	TREASURER	1.00	Officer	$0	$237,824	$1,093,621
MS LISA WOOD	VICE PRESIDENT	4.50	Officer	$22,288	$66,957	$289,835
MR ERIC HOLDSWORTH	ED, INST FOR THE ENERGY TRANSITION	11.50	Officer	$0	$13,986	$315,901
MR ADAM COOPER	ED, INST FOR ELECTRIC INNOVATION	34.00	Officer	$190,571	$60,475	$314,570
MS VICTORIA L CALDERON	CORPORATE SECRETARY	1.00	Officer	$0	$50,193	$285,155
MS STEPHANIE VOYDA	SVP, COMM & MEMBER ENGAGEMENT, EEI	1.00	Highest	$11,273	$63,036	$626,681
MS NIKI NELSON	SR DIR BRAND STRAT & MEMBER EXP,EEI	0.50	Highest	$2,243	$22,743	$247,091
MR STEVEN MCCUNE	DIR COMM SYSTEMS & WEB STRATEGY, EEI	0.50	Highest	$1,534	$12,536	$165,939
MS NANAKO HISAMICHI	SR MGR ENERGY RESEARCH & PARTNERSHIPS	45.00	Highest	$141,570	$27,671	$169,241

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	$1,455,952	$1,113,770	$3,482,902	$342,182
2022	$1,507,030	$1,051,391	$3,099,555	$455,639
2021	$1,235,201	$913,048	$2,888,308	$322,153
2020	$1,260,916	$806,959	$2,845,453	$453,957
2019	$1,346,794	$739,642	$2,312,330	$607,152
2018	$1,474,130	$1,178,504	$1,502,022	$295,626

THOMAS ALVA EDISON FOUNDATION