TELOS CLASSICAL FOUNDATION (EIN 873800742) - 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

2022

Legal Domicile

Principal Officer

KATHERINE BATHGATE

Phone

4352004669

Tax Period

2024-07-01 to 2025-06-30

TELOS CLASSICAL FOUNDATION, founded in 2022, is a community nonprofit in the Education sector that reported $1.1M in total revenue in fiscal year 2024. Expenses of $1.0M left a modest 10% surplus.

Mission

OUR MISSION IS TO DEVELOP STUDENTS LIFELONG HABIT OF MORAL AND INTELLECTUAL VIRTUE WITH THE AIM OF GROWING IN KNOWLEDGE AND LOVE OF GOD AND NEIGHBOR

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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 (2024)

Revenue Breakdown

Contributions & Grants $330,428

Program Service Revenue $781,053

Investment Income $14,027

Other Revenue $0

TOTAL REVENUE $1,125,508

Expense Breakdown

Grants Paid $58,500

Salaries & Benefits $739,742

Fundraising Expenses $0

Program Expenses $829,197

Other Expenses $210,284

TOTAL EXPENSES $1,008,526

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,125,508	$1,080,318	+0.0%
Expenses	$1,008,526	$870,291	+0.2%
Net Income	$116,982	$210,027	-0.4%

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

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

$132,331

Total Directors

$132,331

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN GOERS	HEAD OF SCHOOL	5.00	Officer Director	$124,831	$0	$124,831
STEPHANIE MURRAY	LIFETIME TRUSTEE	5.00	Officer Director	$7,500	$0	$7,500
KATHERINE BATHGATE	PRESIDENT	5.00	Officer Director	$0	$0	$0
LUCAS DIAZ	SECRETARY	5.00	Officer Director	$0	$0	$0
ALAN NI	TREASURER	5.00	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
2025	$1,125,508	$1,008,526	$477,976	$116,982
2024	$1,080,318	$870,291	$300,935	$210,027
2023	$803,257	$680,688	$42,230	$122,569

TELOS CLASSICAL FOUNDATION