Epicpromise Employee Foundation (EIN 810893973) - 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

2015

Legal Domicile

Tax Period

2023-11-01 to 2024-10-31

Epicpromise Employee Foundation, founded in 2015, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.2M in total revenue in fiscal year 2023. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $1.1M left a modest 5% surplus.

Mission

The EpicPromise Foundation supports Vail Resorts employees and their dependents in times of need through emergency financial assistance and educational grants.

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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 $1,173,785

Program Service Revenue $0

Investment Income $1,203

Other Revenue $0

TOTAL REVENUE $1,174,988

Expense Breakdown

Grants Paid $1,099,410

Salaries & Benefits $0

Fundraising Expenses $3,981

Program Expenses $1,115,092

Other Expenses $22,055

TOTAL EXPENSES $1,121,465

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,174,988	$1,480,420	-0.2%
Expenses	$1,121,465	$1,343,843	-0.2%
Net Income	$53,523	$136,577	-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

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
Lindsay Hogan	Director	1.00	Director	$0	$0	$0
Larry Kuebler	Director	1.00	Director	$0	$0	$0
Ted McDowell	Director	1.00	Director	$0	$0	$0
Diane Ulmer	Director	1.00	Director	$0	$0	$0
Jeff Rommereim	Director	2.00	Director	$0	$0	$0
Sarah Slutzky	Director	1.00	Director	$0	$0	$0
Sara Brownlee	Director	1.00	Director	$0	$0	$0
John Jennings	Director	1.00	Director	$0	$0	$0
Kate Roddick	Director	2.00	Director	$0	$0	$0
Shannon Buhler	Director	2.00	Director	$0	$0	$0
Brandon Swartz	Director	1.00	Director	$0	$0	$0
Jamie Knight	President	7.00	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	$1,174,988	$1,121,465	$1,778,940	$53,523
2022	$1,444,639	$1,889,694	$1,779,950	$-445,055
2021	$1,259,560	$1,969,668	$1,990,176	$-710,108
2020	$2,591,758	$1,925,083	$2,700,284	$666,675
2019	$1,224,210	$1,119,314	$2,033,610	$104,896
2018	$928,087	$1,073,614	$1,928,714	$-145,527

Epicpromise Employee Foundation