THE EXMOOR FOUNDATION (EIN 814703822) - 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

2016

Legal Domicile

Principal Officer

DONNA JOHNSON

Phone

8474323600

Tax Period

2023-01-01 to 2023-12-31

THE EXMOOR FOUNDATION, founded in 2016, is a small nonprofit in the Education sector that reported $300K in total revenue in fiscal year 2023. Revenue fell 45% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $124K, a strong 41% operating margin.

Mission

TO ACQUIRE AND DISPLAY HISTORICAL GOLF AND RELATED ARTIFACTS, PROVIDE EDUCATIONAL OPPORTUNITIES TO THE EMPLOYEES AND CHILDREN OF EMPLOYEES OF EXMOOR COUNTRY CLUB, AND PROVIDE A SOURCE OF FUNDS FOR EMPLOYEES IN DISTRESS (E.G., MEDICAL CONDITION, INABILITY TO WORK, FAMILY CRISIS).

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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 $269,106

Program Service Revenue $0

Investment Income $31,305

Other Revenue $0

TOTAL REVENUE $300,411

Expense Breakdown

Grants Paid $169,800

Salaries & Benefits $0

Fundraising Expenses $962

Program Expenses $171,509

Other Expenses $6,239

TOTAL EXPENSES $176,039

Year-over-Year Comparison

	2023	2022	Change
Revenue	$300,411	$550,844	-0.5%
Expenses	$176,039	$145,264	+0.2%
Net Income	$124,372	$405,580	-0.7%

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
Tracy Tolmie	Secretary	3.00	Officer Director	$0	$0	$0
Jonathon Connor	Director	3.00	Director	$0	$0	$0
Missy Burger	Director	3.00	Director	$0	$0	$0
GRANT GLATTLY	Director	3.00	Director	$0	$0	$0
DONNA JOHNSON	President	3.00	Officer Director	$0	$0	$0
PETE WALSH	Director	3.00	Director	$0	$0	$0
Justin Foley	Director	3.00	Director	$0	$0	$0
KATY KILBORN	Vice President	3.00	Officer Director	$0	$0	$0
Barb Taube-Hesterberg	Treasurer	3.00	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	No data	No data	No data	No data
2023	$300,411	$176,039	$1,228,896	$124,372
2022	$550,844	$145,264	$1,011,023	$405,580
2021	$262,261	$112,659	$706,354	$149,602
2020	$268,558	$226,161	$488,969	$42,397
2019	$179,007	$106,285	$427,341	$72,722
2018	$173,608	$74,019	$297,424	$99,589

THE EXMOOR FOUNDATION