Given Tufts Foundation Inc (EIN 560812935) - 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

1963

Legal Domicile

Principal Officer

Stuart Mills

Phone

9109863952

Tax Period

2024-01-01 to 2024-12-31

Given Tufts Foundation Inc, founded in 1963, is a small nonprofit in the Education sector that reported $378K in total revenue in fiscal year 2024. Revenue fell 30% from the prior year — a significant decline worth monitoring. Net assets of $3.2M represent 102 months of operating reserves.

Mission

Through generous donations, the Given Tufts Foundation enhances the Library and Archives and their free programs, services and resources all of which enrich and strengthen the community of Pinehurst.

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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 $38,034

Program Service Revenue $171,696

Investment Income $131,447

Other Revenue $36,476

TOTAL REVENUE $377,653

Expense Breakdown

Grants Paid $0

Salaries & Benefits $87,849

Fundraising Expenses $32,518

Program Expenses $345,068

Other Expenses $286,261

TOTAL EXPENSES $406,628

Year-over-Year Comparison

	2024	2023	Change
Revenue	$377,653	$536,588	-0.3%
Expenses	$406,628	$420,132	0.0%
Net Income	$-28,975	$116,456	-1.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Stuart Mills	Chairman	1.00	Officer Director	$0	$0	$0
Bailey Jordan	Treasurer	1.00	Officer Director	$0	$0	$0
Jane Motyka	Vice President	1.00	Officer Director	$0	$0	$0
Gavin Mathis	Trustee	1.00	Director	$0	$0	$0
Carty Davis	Trustee	1.00	Director	$0	$0	$0
Richard Keating	President	1.00	Officer 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	$377,653	$406,628	$3,697,791	$-28,975
2023	$536,588	$420,132	$3,037,136	$116,456
2022	$416,096	$452,174	$2,565,101	$-36,078
2021	$681,971	$598,603	$3,308,516	$83,368
2020	$491,865	$582,076	$3,007,747	$-90,211
2019	$601,201	$544,790	$2,731,857	$56,411

Given Tufts Foundation Inc