Epic Life Foundation
Nonprofit profile at a glance
- EIN
- 834258311
- IRS 990-EZ coverage
- 2019–2019
- Forms available
- Form 990-EZ 2019, Form 990-N 2018
- Location
- Lewisville, TX, USA
- Rating
- 81
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Educational Services and Schools - Other
Reported finances
- Revenue
- $177,187
- Expenses
- $192,432
- Assets
- $25,244
- Liabilities
- $29,727
Source: IRS Form 990-EZ. Selected filing: tax year 2019. Amounts in USD.
Leadership & pay
4 people listed
Executive titles in this filing
- JORDAN BROCK (PRESIDENT)
- KRISTEN MONTESANO (VICE PRESIDENT)
People named in this filing
- JORDAN BROCK (PRESIDENT)
- KRISTEN MONTESANO (VICE PRESIDENT)
- CASSIDY YOUNGHANS (SECRETARY)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2019. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To provide progressive education in dfw
What it reported doing in 2019
Sponsored events to raise awareness about educational issues in the community and in society as a whole.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - The filed numbers largely add up and a large share of available resources goes toward mission work. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 80
- Transparency & Controls: 100
- Sustainability: 12
- Growth: NotEnoughData
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 82.7%; rating input score 83
- Program expense ratio: 76.1%; rating input score 76
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: -8.6%; rating input score 16; 16th percentile among comparable filings
- Total-asset coverage ratio: 0.13; rating input score 13; 13th percentile among comparable filings
- Liabilities to assets ratio: 1.18; rating input score 5; 5th percentile among comparable filings
- Officer compensation ratio: 52%; rating input score 4; 4th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: Limited
- Asset growth: Limited
Details
- Where the money goes: 82.7% of revenue deployed · 76.1% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $146K in reported program spending
- Leadership: top reported pay $0 · 4 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 3 filed schedules
- Contacts: How to reach this organization
- Money network: 2 filed money-flow records
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.
- High — Sustainability: Operating margin scored 16/100.
- High — Sustainability: Total-asset coverage ratio scored 13/100.
- High — Sustainability: Liabilities to assets ratio scored 5/100.
- High — Sustainability: Officer compensation ratio scored 4/100.
- High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.