AUSTIN AREA FOUNDATION (EIN 582671449) - 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

Phone

5074347494

Tax Period

2023-01-01 to 2023-12-31

AUSTIN AREA FOUNDATION is a small nonprofit in the Philanthropy & Grantmaking sector that reported $460K in total revenue in fiscal year 2023. Revenue fell 41% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $154K, a strong 33% operating margin.

Mission

SUPPORT NONPROFIT ORGANIZATIONS BY MANAGING & DISTRIBUTING CHARITABLE GIFTS

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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 (2023)

Revenue Breakdown

Contributions & Grants $340,572

Program Service Revenue $0

Investment Income $86,494

Other Revenue $32,839

TOTAL REVENUE $459,905

Expense Breakdown

Grants Paid $221,465

Salaries & Benefits $55,875

Fundraising Expenses $0

Program Expenses $289,423

Other Expenses $28,503

TOTAL EXPENSES $305,843

Year-over-Year Comparison

	2023	2022	Change
Revenue	$459,905	$781,113	-0.4%
Expenses	$305,843	$394,881	-0.2%
Net Income	$154,062	$386,232	-0.6%

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

$51,935

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHEN BARRETT	EXECUTIVE DIR.	40.00	Officer	$51,935	$0	$51,935
TAGGERT MEDGAARDEN	PRESIDENT	2.00	Officer Director	$0	$0	$0
DARRELL INGVALDSON	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
PEGGY BENZKOFER	SECRETARY	2.00	Officer Director	$0	$0	$0
RON WALTH	TREASURER	2.00	Officer Director	$0	$0	$0
DAVID HAGEN	TRUSTEE	1.00	Director	$0	$0	$0
FRED BOGOTT	TRUSTEE	1.00	Director	$0	$0	$0
GAIL DENISON	TRUSTEE	1.00	Director	$0	$0	$0
ISAAC GORMAN	TRUSTEE	1.00	Director	$0	$0	$0
CATHERINE HASLAG	TRUSTEE	1.00	Director	$0	$0	$0
RICK YOUNG	VICE PRESIDENT	1.00	Director	$0	$0	$0
PIERRE LILLY	TRUSTEE	1.00	Director	$0	$0	$0
MARY HUNTLEY	TRUSTEE	1.00	Director	$0	$0	$0
OBALLA OBALLA	TRUSTEE	1.00	Director	$0	$0	$0
JEANNE POPPE	TRUSTEE	1.00	Director	$0	$0	$0
EMILY TOLAND	TRUSTEE	1.00	Director	$0	$0	$0
MIKE TAPP	TRUSTEE	1.00	Director	$0	$0	$0
MARY ANNE WOLESKY	TRUSTEE	1.00	Director	$0	$0	$0
TOM WUERTZ	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
2024	No data	No data	No data	No data
2023	$459,905	$305,843	$3,347,359	$154,062
2022	$781,113	$394,881	$2,959,445	$386,232
2021	$867,122	$269,300	$2,872,306	$597,822
2020	$239,741	$182,521	$2,097,896	$57,220
2019	$237,663	$165,574	$1,909,468	$72,089
2018	$229,288	$105,300	$1,639,588	$123,988

AUSTIN AREA FOUNDATION