EXCALIBUR FOUNDATION (EIN 946068860) - 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

1952

Legal Domicile

Principal Officer

Robert Eikermann

Phone

3039081762

Tax Period

2023-01-01 to 2023-12-31

EXCALIBUR FOUNDATION, founded in 1952, is a micro nonprofit that reported $20K in total revenue in fiscal year 2023. Revenue surged 71% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5K, a strong 26% operating margin.

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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 $400

Program Service Revenue $0

Investment Income $19,551

Other Revenue $0

TOTAL REVENUE $19,951

Expense Breakdown

Grants Paid $13,750

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $14,690

Other Expenses $940

TOTAL EXPENSES $14,690

Year-over-Year Comparison

	2023	2022	Change
Revenue	$19,951	$11,639	+0.7%
Expenses	$14,690	$57,388	-0.7%
Net Income	$5,261	$-45,749	-1.1%

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
John D K Smoot III	Chairman	0.2	Officer Director	$0	$0	$0
William Mullooly	Director	0.1	Director	$0	$0	$0
Orville Kensok	Director	0.1	Director	$0	$0	$0
Donald Oosterhouse	Director	0.1	Director	$0	$0	$0
John Callahan	Director	0.1	Director	$0	$0	$0
Jon Hoghaug	Director	0.1	Director	$0	$0	$0
Jose Cijntie	Director	0.1	Director	$0	$0	$0
Robert Eikermann	Secretary/Treasurer	1	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
2023	$19,951	$14,690	$572,632	$5,261
2022	$11,639	$57,388	$515,521	$-45,749
2021	$12,609	$52,694	$667,966	$-40,085
2020	$12,750	$26,185	$608,600	$-13,435

EXCALIBUR FOUNDATION