THE SEPM FOUNDATION INC (EIN 731195514) - 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

1983

Legal Domicile

Principal Officer

JUDITH TOTMAN PARRISH

Phone

9188086615

Tax Period

2024-01-01 to 2024-12-31

THE SEPM FOUNDATION INC, founded in 1983, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $109K in total revenue in fiscal year 2024. Revenue surged 36% from the prior year, signaling strong growth momentum. The organization ran a surplus of $51K, a strong 47% operating margin.

Mission

THE MISSION OF THE SEPM FOUNDATION IS TO DEVELOP AND PROVIDE FUNDS TO SUPPORT THE GOALS AND PROGRAMS OF THE SOCIETY FOR SEDIMENTARY GEOLOGY (SEPM). THESE FUNDS ARE DISTRIBUTED ACCORDING TO THE NEEDS OF THE SOCIETY AND IN A MANNER CONSISTENT WITH THE DESIRE OF THE DONORS.

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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 $57,122

Program Service Revenue $0

Investment Income $51,503

Other Revenue $0

TOTAL REVENUE $108,625

Expense Breakdown

Grants Paid $31,300

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $31,300

Other Expenses $25,851

TOTAL EXPENSES $57,151

Year-over-Year Comparison

	2024	2023	Change
Revenue	$108,625	$79,801	+0.4%
Expenses	$57,151	$94,489	-0.4%
Net Income	$51,474	$-14,688	-4.5%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUDITH TOTMAN PARRISH	PRESIDENT	5.00	Officer Director	$0	$0	$0
RICHARD FLUEGEMAN	FIRST VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
DON MCNEILL	TREASURER	5.00	Officer Director	$0	$0	$0
LESLI WOOD	SECRETARY	5.00	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	$108,625	$57,151	$2,360,645	$51,474
2023	$79,801	$94,489	$2,104,036	$-14,688
2022	$98,577	$59,861	$1,877,632	$38,716
2021	$467,700	$71,914	$2,198,994	$395,786
2020	$306,485	$83,101	$1,840,852	$223,384
2019	$212,368	$75,172	$1,558,315	$137,196
2018	$263,458	$165,085	$1,388,046	$98,373

THE SEPM FOUNDATION INC