Gerald and Dorothy Erich Endowment Fund (EIN 770410204) - 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

1996

Legal Domicile

Principal Officer

Marianne Ezell

Phone

4082219605

Tax Period

2023-07-01 to 2024-06-30

Gerald and Dorothy Erich Endowment Fund, founded in 1996, is a micro nonprofit in the Education sector that reported $98K in total revenue in fiscal year 2023. Revenue surged 363% from the prior year, signaling strong growth momentum. The organization ran a surplus of $62K, a strong 63% operating margin.

Mission

Main Mission is: To give scholarships to students that want to pursue a career in a community college, vocational ctr or any academic institute legacy left behind by Rotarian Gerald Erich and being executed every single year.

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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 $0

Program Service Revenue $0

Investment Income $98,040

Other Revenue $0

TOTAL REVENUE $98,040

Expense Breakdown

Grants Paid $10,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $10,500

Other Expenses $25,702

TOTAL EXPENSES $36,202

Year-over-Year Comparison

	2023	2022	Change
Revenue	$98,040	$21,189	+3.6%
Expenses	$36,202	$56,370	-0.4%
Net Income	$61,838	$-35,181	-2.8%

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
Deepali Sinha	President	1.00	Officer	$0	$0	$0
Francesca Medina	President-Elect	1.00	Officer	$0	$0	$0
Ruth Ashford	Secretary	1.00	Officer	$0	$0	$0
Sara Calkins	Treasurer	2.00	Officer	$0	$0	$0
Van Le	Member	1.00	Officer	$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	$98,040	$36,202	$1,501,858	$61,838
2023	$21,189	$56,370	$1,332,613	$-35,181
2022	$60,966	$199,307	$1,322,736	$-138,341
2021	$157,173	$210,026	$1,550,735	$-52,853
2020	$69,204	$97,977	$1,363,764	$-28,773
2018	$1,149,671	$24,408	$1,628,555	$1,125,263

Gerald and Dorothy Erich Endowment Fund