POE FOUNDATION INC (EIN 540343050) - 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

1922

Legal Domicile

Principal Officer

ANDREW WATERS

Phone

8046485523

Tax Period

2024-07-01 to 2025-06-30

POE FOUNDATION INC, founded in 1922, is a small nonprofit in the Arts, Culture & Humanities sector that reported $334K in total revenue in fiscal year 2017. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $304K left a modest 9% surplus.

Mission

ACQUIRING, PRESERVING, AND INTERPRETING POE WORKS FOR THE PUBLIC.

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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 (2024)

Revenue Breakdown

Contributions & Grants $99,739

Program Service Revenue $474,152

Investment Income $29,431

Other Revenue $253,059

TOTAL REVENUE $856,381

Expense Breakdown

Grants Paid $0

Salaries & Benefits $445,722

Fundraising Expenses $30,003

Program Expenses $625,160

Other Expenses $349,934

TOTAL EXPENSES $795,656

Year-over-Year Comparison

	2024	2023	Change
Revenue	$856,381	$688,437	+0.2%
Expenses	$795,656	$646,283	+0.2%
Net Income	$60,725	$42,154	+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

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

$75,842

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MAEVE JONES	EXECUTIVE DI	40.00	Officer	$69,554	$6,288	$75,842
DR DEAN BROWELL	PRESIDENT	1.00	Officer Director	$0	$0	$0
BRIAN DISMORE	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
ANDREW WATERS	TREASURER	1.00	Officer Director	$0	$0	$0
ADAM WORCHESTER	EXECUTIVE CO	1.00	Director	$0	$0	$0
ARABETH BALASKO	EXECUTIVE CO	1.00	Director	$0	$0	$0
JEFF MINNICH	EXECUTIVE CO	1.00	Director	$0	$0	$0
TRACEY TEMPLETON	EXECUTIVE CO	1.00	Director	$0	$0	$0
ANDREW SELMAN	TRUSTEE	1.00	Director	$0	$0	$0
CRAIG MARTIN	TRUSTEE	1.00	Director	$0	$0	$0
GARRETT DALTON	TRUSTEE	1.00	Director	$0	$0	$0
GEORGE HERRING	TRUSTEE	1.00	Director	$0	$0	$0
GINNA LAMBERT	TRUSTEE	1.00	Director	$0	$0	$0
MARGARET DODSON	TRUSTEE	1.00	Director	$0	$0	$0
NORMAN LEAHY	TRUSTEE	1.00	Director	$0	$0	$0
PETER FAWN	TRUSTEE	1.00	Director	$0	$0	$0
DR RICHARD KOPLEY	TRUSTEE	1.00	Director	$0	$0	$0
SCOTT PEEPLES	TRUSTEE	1.00	Director	$0	$0	$0
STEPHAN LOEWENTHEIL	TRUSTEE	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
2025	$856,381	$795,656	$1,243,347	$60,725
2024	$688,437	$646,283	$1,178,810	$42,154
2023	$629,139	$633,140	$1,076,746	$-4,001
2022	$515,989	$430,833	$1,058,685	$85,156
2021	$442,466	$345,511	$1,009,597	$96,955
2020	$339,362	$353,857	$900,689	$-14,495
2019	$376,486	$350,036	$884,489	$26,450
2018	$334,322	$304,244	$816,201	$30,078

POE FOUNDATION INC