The Assumption Foundation (EIN 943017046) - 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

1984

Legal Domicile

Principal Officer

Erica Marr

Phone

5104333700

Tax Period

2022-07-01 to 2023-06-30

The Assumption Foundation, founded in 1984, is a micro nonprofit in the Education sector that reported $39K in total revenue in fiscal year 2022. Revenue fell 47% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $36K, a strong 94% operating margin.

Mission

To support Assumption School and the parish community.

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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 (2022)

Revenue Breakdown

Contributions & Grants $628

Program Service Revenue $0

Investment Income $37,886

Other Revenue $0

TOTAL REVENUE $38,514

Expense Breakdown

Grants Paid $2,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,500

Other Expenses $0

TOTAL EXPENSES $2,500

Year-over-Year Comparison

	2022	2021	Change
Revenue	$38,514	$72,134	-0.5%
Expenses	$2,500	$94,904	-1.0%
Net Income	$36,014	$-22,770	-2.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Allison Fargo	President	1.00	Officer Director	$0	$0	$0
Hanne Girardi	Vice President	1.00	Officer Director	$0	$0	$0
Erica Marr	Treasurer	1.00	Officer Director	$0	$0	$0
Bruce Whitten	Secretary	1.00	Officer Director	$0	$0	$0
Michelle Anderson	Board Member	1.00	Director	$0	$0	$0
Allison Wood	Board Member	1.00	Director	$0	$0	$0
George Brandt	Board Member	1.00	Director	$0	$0	$0
Michael Pretto	Board Member	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	No data	No data	No data	No data
2023	$38,514	$2,500	$991,070	$36,014
2022	$72,134	$94,904	$940,219	$-22,770
2021	$60,506	$113,974	$1,161,849	$-53,468
2020	$43,870	$180,258	$1,058,999	$-136,388
2019	$64,245	$50,829	$1,216,357	$13,416

The Assumption Foundation