QUIXOTE FOUNDATION (EIN 850997197) - 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

2020

Legal Domicile

Principal Officer

GIFFORD SHAW

Phone

8034188228

Tax Period

2023-07-01 to 2024-06-30

QUIXOTE FOUNDATION, founded in 2020, is a community nonprofit in the Education sector that reported $1.6M in total revenue in fiscal year 2023. Revenue surged 80% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.0M, a strong 61% operating margin.

Mission

QUIXOTE FOUNDATION IS SET UP AS A TYPE II SUPPORTING ORGANIZATION EXCLUSIVELY FOR THE BENEFIT OF LIBERTY STEAM CHARTER SCHOOL AND TO CARRY OUT LIBERTY STEAM CHARTER SCHOOL'S PROGRAM INITIATIVES THAT SUPPORT THE BROADER COMMUNITY OF SUMTER, SOUTH CAROLINA.

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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 $1,648,863

Program Service Revenue $0

Investment Income $121

Other Revenue $0

TOTAL REVENUE $1,648,984

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $175,285

Program Expenses $469,779

Other Expenses $648,300

TOTAL EXPENSES $648,300

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,648,984	$914,790	+0.8%
Expenses	$648,300	$336,558	+0.9%
Net Income	$1,000,684	$578,232	+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

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

$40,125

Total Directors

$40,125

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GIFFORD SHAW	AT-LARGE DIR	10.00	Officer Director	$0	$0	$40,125
CAMMY CHANDLER	SCHOOL DIREC	N/A	Director	$0	$0	$0
DEXTER DAVIS	SCHOOL DIREC	N/A	Director	$0	$0	$0
JENNY KNOPF	SCHOOL DIREC	N/A	Director	$0	$0	$0
DANIELLE THOMPSON	AT-LARGE DIR	N/A	Director	$0	$0	$0
GREG THOMPSON	SCHOOL DIREC	N/A	Director	$0	$0	$0
LEWIS THOMPSON	AT-LARGE DIR	N/A	Director	$0	$0	$0
CURTIS HUTTO	TREASURER	N/A	Officer	$0	$0	$0
MEAGAN KUHLMAN	SECRETARY	N/A	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	$1,648,984	$648,300	$6,993,278	$1,000,684
2023	$914,790	$336,558	$6,839,621	$578,232
2021	$330,049	$643	$329,406	$329,406

QUIXOTE FOUNDATION