MR & MRS E H SUMNERS FOUNDATION (EIN 646167983) - 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

1977

Legal Domicile

Principal Officer

REGINA FOWLER

Phone

6017908156

Tax Period

2024-01-01 to 2024-12-31

MR & MRS E H SUMNERS FOUNDATION, founded in 1977, is a community nonprofit in the Education sector that reported $8.8M in total revenue in fiscal year 2024. Revenue surged 36% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.9M, a strong 33% operating margin.

Mission

NET INCOME IS DISTRIBUTED 3 TIMES A YEAR TO 5 INSTITUTIONS OF HIGHER LEARNING. EACH INSTITUTION ADMINISTERS THE TRUST FUNDS THROUGH ITS FINANCIAL AID OFFICE UNDER POLICY SET BY THE SCHOLARSHIP COMMITTEE OF EACH INSTITUTION IN MAKING EDUCATIONAL GRANTS TO STUDENTS.

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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 $0

Program Service Revenue $0

Investment Income $9,081,967

Other Revenue $-272,754

TOTAL REVENUE $8,809,213

Expense Breakdown

Grants Paid $5,076,432

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,076,432

Other Expenses $864,067

TOTAL EXPENSES $5,940,499

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,809,213	$6,483,594	+0.4%
Expenses	$5,940,499	$7,335,965	-0.2%
Net Income	$2,868,714	$-852,371	-4.4%

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

N/A

Employees

N/A

Volunteers

N/A

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
REGIONS BANK - TRUSTEE	Trustee	0.00		$0	$568,145	$568,145
REGINA FOWLER	Foundation Mgr.	0.00		$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	$8,809,213	$5,940,499	$74,086,980	$2,868,714
2023	$6,483,594	$7,335,965	$71,218,266	$-852,371
2022	$3,498,933	$4,024,165	$72,070,637	$-525,232
2021	$8,309,284	$5,121,923	$72,595,869	$3,187,361
2020	$7,029,478	$4,828,972	$69,408,508	$2,200,506

MR & MRS E H SUMNERS FOUNDATION