Edmund F Boettcher Foundation (EIN 751658782) - 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

1979

Legal Domicile

Principal Officer

Jeffrey E Robinson

Phone

2147202117

Tax Period

2024-01-01 to 2024-12-31

Edmund F Boettcher Foundation, founded in 1979, is a community nonprofit that reported $1.9M in total revenue in fiscal year 2024. Revenue surged 57% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.2M, a strong 64% operating margin.

Mission

To provide scholarship grants to music students and music department of Dallas Baptist University

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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 $1,130,248

Other Revenue $740,753

TOTAL REVENUE $1,871,001

Expense Breakdown

Grants Paid $650,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $667,941

Other Expenses $17,941

TOTAL EXPENSES $667,941

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,871,001	$1,191,531	+0.6%
Expenses	$667,941	$266,759	+1.5%
Net Income	$1,203,060	$924,772	+0.3%

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

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
Jeffrey E Robinson	Trustee	1.00	Director	$0	$0	$0
Louis I Cole	Trustee	1.00	Director	$0	$0	$0
Ronald L Harris	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	$1,871,001	$667,941	$7,643,242	$1,203,060
2023	$1,191,531	$266,759	$6,440,182	$924,772
2022	$-448,134	$264,204	$5,515,409	$-712,338
2021	$1,932,660	$297,336	$6,227,747	$1,635,324
2020	$426,519	$304,368	$4,592,423	$122,151
2019	$906,516	$261,098	$4,470,272	$645,418
2018	$-601,822	$236,267	$3,824,854	$-838,089

Edmund F Boettcher Foundation