EECU Community Foundation (EIN 833400460) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2019

Legal Domicile

Principal Officer

Lonnie Nicholson

Phone

8178820215

Tax Period

2023-01-01 to 2023-12-31

EECU Community Foundation, founded in 2019, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $293K in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $84K, a strong 29% operating margin.

Mission

We support the education, health and wellbeing of Texans through scholarships, financial literacy, and other charitable programs that romote personal independence.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $313,128

Program Service Revenue $0

Investment Income $6,798

Other Revenue $-27,334

TOTAL REVENUE $292,592

Expense Breakdown

Grants Paid $3,256

Salaries & Benefits $0

Fundraising Expenses $112,558

Program Expenses $87,660

Other Expenses $151,360

TOTAL EXPENSES $209,024

Year-over-Year Comparison

	2023	2022	Change
Revenue	$292,592	$246,119	+0.2%
Expenses	$209,024	$165,136	+0.3%
Net Income	$83,568	$80,983	+0.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
Lonnie Nicholson	Chairman	0.00	Officer	$0	$0	$0
Robert C Sanger	Vice Chairman	2.00	Officer	$0	$0	$0
Robin Harris	Secretary	0.00	Officer	$0	$0	$0
Brad Schone	Treasurer	0.00	Officer	$0	$0	$0
Matt Kaudy	Director	0.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$292,592	$209,024	$350,209	$83,568
2022	$246,119	$165,136	$197,302	$80,983

EECU Community Foundation