TAPPI FOUNDATION INC (EIN 581886221) - 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

1990

Legal Domicile

Principal Officer

LAWTON ROBERTS

Phone

7704461400

Tax Period

2024-09-01 to 2025-08-31

TAPPI FOUNDATION INC, founded in 1990, is a small nonprofit that reported $513K in total revenue in fiscal year 2024. Revenue surged 100% from the prior year, signaling strong growth momentum. The organization ran a surplus of $77K, a strong 15% operating margin.

Mission

SECURING THE INDUSTRYS FUTURE BY SUPPORTING STUDENTS

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $61,278

Program Service Revenue $117,654

Investment Income $334,031

Other Revenue $0

TOTAL REVENUE $512,963

Expense Breakdown

Grants Paid $221,455

Salaries & Benefits $50,000

Fundraising Expenses $0

Program Expenses $342,861

Other Expenses $164,290

TOTAL EXPENSES $435,745

Year-over-Year Comparison

	2024	2023	Change
Revenue	$512,963	$256,016	+1.0%
Expenses	$435,745	$425,010	+0.0%
Net Income	$77,218	$-168,994	-1.5%

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

$544,878

Total Directors

$544,878

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LARRY MONTAGUE	FORMER EXEC	5.00	Officer Director	$0	$35,070	$544,878
LAWTON ROBERTS	EXECUTIVE DI	5.00	Officer Director	$0	$0	$0
KIM NELSON	CHAIR	5.00	Officer Director	$0	$0	$0
DON HAAG	CHAIR EMERIT	5.00	Officer Director	$0	$0	$0
ROBERT KINSTREY	TRUSTEE	1.00	Director	$0	$0	$0
PETER AUGUSTINE	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	$512,963	$435,745	$5,894,304	$77,218
2024	$256,016	$425,010	$5,421,723	$-168,994
2023	$257,075	$333,239	$4,771,892	$-76,164
2022	$124,043	$337,720	$4,574,133	$-213,677
2021	$993,154	$281,967	$5,563,827	$711,187
2020	$716,312	$343,444	$4,855,376	$372,868
2019	$384,187	$315,601	$4,471,993	$68,586
2018	$649,116	$279,000	$4,375,182	$370,116

TAPPI FOUNDATION INC