E LEE GERDES FOUNDATION INC (EIN 993572654) - 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

2024

Legal Domicile

Principal Officer

Amy Koenigsfeld

Phone

4178309746

Tax Period

2024-01-01 to 2024-12-31

E LEE GERDES FOUNDATION INC, founded in 2024, is a micro nonprofit in the Human Services sector that reported $67K in total revenue in fiscal year 2024. The organization ran a surplus of $67K, a strong 100% operating margin.

Mission

The E. Lee Gerdes Foundations primary purpose is to positively impact the mental emotional and physical health and well-being of those who serve the public at large including first responders public healthcare providers civil servants military veterans and others; and their families too.

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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 $67,652

Program Service Revenue $0

Investment Income $-169

Other Revenue $0

TOTAL REVENUE $67,483

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $174

TOTAL EXPENSES $174

Year-over-Year Comparison

	2024	2023	Change
Revenue	$67,483	N/A	N/A
Expenses	$174	N/A	N/A
Net Income	$67,309	$0	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

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
Amy Koenigsfeld	President	10.00	Officer	$0	$0	$0
David Koenigsfeld	Secretary Treasurer	2.00	Officer	$0	$0	$0
Carla Benham	Director	1.00	Director	$0	$0	$0
Lea Gannaway	Vice-President	1.00	Officer	$0	$0	$0
Jess Lowery	Director	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	$67,483	$174	$67,309	$67,309

E LEE GERDES FOUNDATION INC