Underdog Foundation (EIN 030368814) - 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

2001

Legal Domicile

Principal Officer

David Berge

Phone

8027239919

Tax Period

2024-01-01 to 2024-12-31

Underdog Foundation, founded in 2001, is a micro nonprofit in the Community Improvement sector that reported $96K in total revenue in fiscal year 2024. Revenue surged 3147% from the prior year, signaling strong growth momentum. Expenses of $87K left a modest 9% surplus.

Mission

The Underdog Foundation ("the Foundation") through its grant making, community investment, technical assistance and strategic partnerships provides mentoring and technical expertise to support non-profit organizations doing important work in our communities.

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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 $90,000

Program Service Revenue $0

Investment Income $403

Other Revenue $5,350

TOTAL REVENUE $95,753

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $8,427

Fundraising Expenses $0

Program Expenses $73,893

Other Expenses $77,326

TOTAL EXPENSES $86,753

Year-over-Year Comparison

	2024	2023	Change
Revenue	$95,753	$2,949	+31.5%
Expenses	$86,753	$106,948	-0.2%
Net Income	$9,000	$-103,999	-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

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
David Berge	President/Sec	40.00	Officer Director	$0	$0	$0
Alisa Gravitz	Chairman	0.30	Officer Director	$0	$0	$0
Drummond Pike	Director	0.30	Director	$0	$0	$0
Joel Solomon	Director	0.30	Director	$0	$0	$0
Lauri Thompson	Treasurer	0.30	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
2024	$95,753	$86,753	$359,403	$9,000
2023	$2,949	$106,948	$350,403	$-103,999
2022	$6,873	$243,681	$459,402	$-236,808
2021	$4,165	$262,109	$2,949,871	$-257,944
2020	$12,433	$292,228	$3,207,650	$-279,795
2019	$134,505	$275,638	$3,487,249	$-141,133
2018	$396,970	$287,441	$3,728,382	$109,529

Underdog Foundation