Garrison Foundation (EIN 934497776) - 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

Caleb Foreman

Phone

4126189524

Tax Period

2025-01-01 to 2025-12-31

Garrison Foundation, founded in 2023, is a small nonprofit in the Human Services sector that reported $179K in total revenue in fiscal year 2025. Expenses of $157K left a modest 13% surplus.

Mission

The Garrison Foundation provides Special Forces veterans a path to entrepreneurship through business acquisition that leads to purpose and prosperity beyond their military service.

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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 (2025)

Revenue Breakdown

Contributions & Grants $179,321

Program Service Revenue $0

Investment Income $66

Other Revenue $0

TOTAL REVENUE $179,387

Expense Breakdown

Grants Paid $0

Salaries & Benefits $109,606

Fundraising Expenses $0

Program Expenses $156,665

Other Expenses $47,059

TOTAL EXPENSES $156,665

Year-over-Year Comparison

	2025	2024	Change
Revenue	$179,387	N/A	N/A
Expenses	$156,665	N/A	N/A
Net Income	$22,722	N/A	N/A

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

N/A

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

Total Directors

$101,817

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Caleb Foreman	Executive Dir.	40.00	Director	$101,817	$0	$101,817
JR DeAgostini	Executive Dir.	5.00	Director	$0	$0	$0
David Souther	Trustee	5.00	Director	$0	$0	$0
Mark McCandless	Trustee	5.00	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
2025	$179,387	$156,665	$35,993	$22,722

Garrison Foundation