THE ESTANCIA FOUNDATION (EIN 931665473) - 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

2023

Legal Domicile

Principal Officer

DANIEL QUINN

Phone

4804734411

Tax Period

2024-01-01 to 2024-12-31

THE ESTANCIA FOUNDATION, founded in 2023, is a small nonprofit in the Human Services sector that reported $145K in total revenue in fiscal year 2024. Revenue fell 58% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $56K, a strong 39% operating margin.

Mission

PROVIDING SCHOLARSHIPS TO EMPLOYEES OF THE ESTANCIA CLUB, INC. AND THE ESTANCIA COMMUNITY ASSOCIATION, INC., (TOGETHER, THE "ESTANCIA ENTITIES"), THEIR CHILDREN AND OTHERS ASSOCIATED (CONT'D ON SCH O) WITH THE ESTANCIA ENTITIES FOR ATTENDING RECOGNIZED COLLEGES, UNIVERSITIES, SPECIALTY OR TRADE SCHOOLS, OR CERTIFICATION PROGRAMS.

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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 $132,337

Program Service Revenue $0

Investment Income $12,351

Other Revenue $0

TOTAL REVENUE $144,688

Expense Breakdown

Grants Paid $81,168

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $81,168

Other Expenses $7,672

TOTAL EXPENSES $88,840

Year-over-Year Comparison

	2024	2023	Change
Revenue	$144,688	$343,802	-0.6%
Expenses	$88,840	$100,698	-0.1%
Net Income	$55,848	$243,104	-0.8%

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

$610,736

Total Directors

$610,736

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL QUINN	PRESIDENT	1.00	Officer Director	$0	$0	$0
GARY JONES	SECRETARY/TREASURER	1.00	Officer Director	$0	$35,787	$610,736
JIM POWERS	TRUSTEE	1.00	Director	$0	$0	$0
NANCY REISHER	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD ROBINSON	TRUSTEE	1.00	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	$144,688	$88,840	$298,952	$55,848
2023	$343,802	$100,698	$254,296	$243,104

THE ESTANCIA FOUNDATION