EEF Endowment (EIN 812072553) - 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

Principal Officer

Jenny Aghamalian

Phone

5127329065

Tax Period

2023-07-01 to 2024-06-30

EEF Endowment, founded in 2015, is a small nonprofit in the Education sector that reported $229K in total revenue in fiscal year 2023. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $171K, a strong 75% operating margin.

Mission

EEF Endowment was organized and is operated exclusively for the benefit of and to further the activities and purposes of Eanes Education Foundation.

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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 $154,256

Program Service Revenue $0

Investment Income $75,201

Other Revenue $0

TOTAL REVENUE $229,457

Expense Breakdown

Grants Paid $55,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $55,000

Other Expenses $3,473

TOTAL EXPENSES $58,473

Year-over-Year Comparison

	2023	2022	Change
Revenue	$229,457	$164,761	+0.4%
Expenses	$58,473	$52,979	+0.1%
Net Income	$170,984	$111,782	+0.5%

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
Holly Noel	President	1.00	Officer Director	$0	$0	$0
Jeff Weeks	Treasurer	1.00	Officer Director	$0	$0	$0
Jenny Aghamalian	Director	1.00	Director	$0	$0	$0
Simms Browning	Director	1.00	Director	$0	$0	$0
Frank Callaham	Director	1.00	Director	$0	$0	$0
Tim Marwell	Director	1.00	Director	$0	$0	$0
Tom Rogers	Director	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
2025	No data	No data	No data	No data
2024	$229,457	$58,473	$1,757,121	$170,984
2023	$164,761	$52,979	$1,365,203	$111,782
2022	$69,261	$53,458	$1,180,161	$15,803
2021	$39,020	$2,755	$1,370,150	$36,265
2020	$14,781	$1,349	$1,033,540	$13,432
2019	$13,523	$1,159	$551,509	$12,364
2018	$8,980	$1,136	$487,993	$7,844

EEF Endowment