AGC EDUCATION AND RESEARCH foundation inc (EIN 526083465) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1968

Legal Domicile

Principal Officer

FRANCIS W MADIGAN III

Phone

7035483118

Tax Period

2023-01-01 to 2023-12-31

AGC EDUCATION AND RESEARCH foundation inc, founded in 1968, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2018. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $249K, a strong 17% operating margin.

Mission

THE ORGANIZATION WILL ACHIEVE ITS MISSION (AS STATED BELOW) BY: 1) AWARDING SCHOLARSHIPS TO QUALIFIED UNDERGRADUATE AND/OR GRADUATE STUDENTS ENROLLED AT ABET OR ACCE ACCREDITED SCHOOLS AND COLLEGES IN THE FIELD OF CONSTRUCTION OR CONSTRUCTION-RELATED ENGINEERING WHO DEMONSTRATE AN INTEREST IN PURSUING CAREERS IN THE CONSTRUCTION INDUSTRY AND MEET THE FOUNDATION'S ACADEMIC AND EXTRA-CURRICULAR CRITERIA FOR SUCH SCHOLARSHIPS; 2) PROVIDING FINANCIAL ASSISTANCE TO SUPPORT TEACHING FACULTY IN THE FIELD OF CONSTRUCTION OR CONSTRUCTION-RELATED ENGINEERING AT ABET OR ACCE ACCREDITED SCHOOLS AND COLLEGES; AND 3) AWARDING FUNDING FOR SCIENTIFIC RESEARCH PROJECTS OR OTHER PROGRAMS DEEMED TO BE BENEFICIAL TO THE ADVANCEMENT OF EDUCATIONAL, TECHNOLOGICAL, OR VOCATIONAL EXPERTISE IN THE INDUSTRY WITH AWARDS BASED IN PART UPON RECOMMENDATIONS OF ABET OR ACCE ACCREDITED SCHOOLS AND COLLEGES OR OTHER GROUPS WITH SPECIAL KNOWLEDGE IN CONSTRUCTION OR CONSTRUCTION RELATED ENGINEERING.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $810,298

Program Service Revenue $0

Investment Income $460,754

Other Revenue $18,694

TOTAL REVENUE $1,289,746

Expense Breakdown

Grants Paid $692,820

Salaries & Benefits $105,865

Fundraising Expenses $38,301

Program Expenses $756,339

Other Expenses $318,195

TOTAL EXPENSES $1,116,880

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,289,746	$1,636,616	-0.2%
Expenses	$1,116,880	$1,067,975	+0.0%
Net Income	$172,866	$568,641	-0.7%

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

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

$345,175

Total Directors

$345,175

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Christine Souders	SECRETARY (AS OF 7/1/23)	10.0	Officer Director	$0	$47,744	$345,175
FRANCIS W MADIGAN III	PRESIDENT	5.0	Officer Director	$0	$0	$0
PHILIP E BECK	VICE PRESIDENT	5.0	Officer Director	$0	$0	$0
MARYANNE GUIDO	TREASURER	2.5	Officer Director	$0	$0	$0
Joseph Charczenko Jr	DIRECTOR	1.0	Director	$0	$0	$0
CAROLINE CLEVENGER	DIRECTOR	1.0	Director	$0	$0	$0
Amy Hall	DIRECTOR	1.0	Director	$0	$0	$0
DAVID HANSON	DIRECTOR	1.0	Director	$0	$0	$0
ROBERT C LANHAM	DIRECTOR	1.0	Director	$0	$0	$0
DOUG MAIBACH	DIRECTOR	1.0	Director	$0	$0	$0
Ken Naquin	DIRECTOR	1.0	Director	$0	$0	$0
ASHLEY PHELPS	DIRECTOR	1.0	Director	$0	$0	$0
ZOFIA RYBKOWSKI	DIRECTOR	1.0	Director	$0	$0	$0
SHANNON SAPP	DIRECTOR	1.0	Director	$0	$0	$0
W MILTON SMITH	DIRECTOR	1.0	Director	$0	$0	$0
LESTER C SNYDER III	DIRECTOR	1.0	Director	$0	$0	$0
EDDIE STEWART	DIRECTOR	1.0	Director	$0	$0	$0
LEONARD P TOENJES	DIRECTOR	1.0	Director	$0	$0	$0
STEPHEN C VANDERBLOEMEN	DIRECTOR	1.0	Director	$0	$0	$0
Rachel Wilber	DIRECTOR	1.0	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	No data	No data	No data	No data
2023	$1,289,746	$1,116,880	$13,192,594	$172,866
2022	$1,636,616	$1,067,975	$11,814,956	$568,641
2021	$1,977,299	$943,243	$14,203,889	$1,034,056
2020	$1,031,917	$1,101,402	$12,349,127	$-69,485
2019	$1,247,486	$1,121,974	$11,666,996	$125,512
2018	$1,464,406	$1,215,290	$10,277,353	$249,116

AGC EDUCATION AND RESEARCH foundation inc