EA HOLDING (EIN 871707614) - 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

2021

Legal Domicile

Principal Officer

LEE SYRIA

Phone

8284658019

Tax Period

2023-10-01 to 2024-09-30

EA HOLDING, founded in 2021, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $4K in total revenue in fiscal year 2023. The organization ran a surplus of $2K, a strong 63% operating margin.

Mission

TO HOLD AND MANAGE ASSETS FOR THE BENEFIT OF THE SUPPORTED ORGANIZATION, EVERYAGE.

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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 $0

Program Service Revenue $0

Investment Income $3,590

Other Revenue $0

TOTAL REVENUE $3,590

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,322

TOTAL EXPENSES $1,322

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,590	$-524	-7.9%
Expenses	$1,322	$2,140,484	-1.0%
Net Income	$2,268	$-2,141,008	-1.0%

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

$1,273,933

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PARKER HOWELL	CHAIR	0.50	Officer Director	$0	$0	$0
BRAD THIE	VICE CHAIR	0.50	Officer Director	$0	$0	$0
GREGORY ALCORN	SECRETARY	0.50	Officer Director	$0	$0	$0
JULIUS ABERNETHY	BOARD MEMBER	0.50	Director	$0	$0	$0
LARRY BOLICK	BOARD MEMBER	0.50	Director	$0	$0	$0
ANTHONY BRANCH	BOARD MEMBER	0.50	Director	$0	$0	$0
TERRI FISHER	BOARD MEMBER	0.50	Director	$0	$0	$0
JEFF GILLIAM	BOARD MEMBER	0.50	Director	$0	$0	$0
ALLEN GREY	BOARD MEMBER	0.50	Director	$0	$0	$0
HUNTER MARCH	BOARD MEMBER	0.50	Director	$0	$0	$0
SHANE SMITH	BOARD MEMBER	0.50	Director	$0	$0	$0
CORY TOBIN	BOARD MEMBER	0.50	Director	$0	$0	$0
MARGIE WILEY	BOARD MEMBER	0.50	Director	$0	$0	$0
LEE SYRIA	PRESIDENT AND CEO	0.50	Officer	$0	$48,900	$541,411
AIMEE REIMANN	COO	0.50	Officer	$0	$53,160	$384,499
TAMMY JONES	CFO	0.50	Officer	$0	$33,710	$248,601
SARAH ABERNETHY	ASSISTANT SECRETARY	0.50	Officer	$0	$14,180	$99,422

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	$3,590	$1,322	$132,483	$2,268
2023	$-524	$2,140,484	$109,830	$-2,141,008
2022	$2,253,719	$17,514	$2,240,319	$2,236,205

EA HOLDING