GORDON A RICH MEMORIAL FOUNDATION

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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

2002

Legal Domicile

Principal Officer

EDDIE BAURER

Phone

6468578525

Tax Period

2023-01-01 to 2023-12-31

GORDON A RICH MEMORIAL FOUNDATION, founded in 2002, is a small nonprofit in the Education sector that reported $450K in total revenue in fiscal year 2023. Revenue surged 44% from the prior year, signaling strong growth momentum. Expenses of $386K left a modest 14% surplus.

Mission

TO GRANT SCHOLARSHIPS FOR UNDERGRADUATE STUDY TO ELIGIBLE STUDENTS IN THE MEMORY OF MR. RICH.

Program Service Accomplishments

Program 1

Expenses: $301,505

The Foundation AWARDs SCHOLARSHIPS IN MEMORY OF MR. RICH TO DESERVING STUDENTS. The Foundation's mission is to award grants to support the higher education goals of its recipients. The recipients of the Foundation scholarships are exceptionally qualified high school students with demonstrated financial need whose parents or guardians have, or had, a career in the financial services industry. The Foundation paid 33 scholarships in 2023.

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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 $238,567

Program Service Revenue $0

Investment Income $211,808

Other Revenue $0

TOTAL REVENUE $450,375

Expense Breakdown

Grants Paid $301,505

Salaries & Benefits $0

Fundraising Expenses $19,828

Program Expenses $301,505

Other Expenses $84,382

TOTAL EXPENSES $385,887

Year-over-Year Comparison

	2023	2022	Change
Revenue	$450,375	$313,572	+0.4%
Expenses	$385,887	$440,481	-0.1%
Net Income	$64,488	$-126,909	-1.5%

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
KRISTIN ALLEN	DIRECTOR	1.0	Director	$0	$0	$0
EDDIE BAURER	CO-TREASURER	1.0	Officer Director	$0	$0	$0
DOUGLAS BRAUNSTEIN	DIRECTOR	1.0	Director	$0	$0	$0
JOSEPH CONEENY	DIRECTOR	1.0	Director	$0	$0	$0
DAVID DENUNZIO	DIRECTOR	1.0	Director	$0	$0	$0
BRIAN FINN	DIRECTOR	1.0	Director	$0	$0	$0
MARC GRANETZ	DIRECTOR	1.0	Director	$0	$0	$0
STEVE KOCH	DIRECTOR	1.0	Director	$0	$0	$0
DAVID HIRST	DIRECTOR	1.0	Director	$0	$0	$0
GEORGE HORNIG	CO-TREASURER	1.0	Officer Director	$0	$0	$0
RON KASS	DIRECTOR	1.0	Director	$0	$0	$0
SUSAN KILSBY	DIRECTOR	1.0	Director	$0	$0	$0
MARGARITA LEVIN	DIRECTOR	1.0	Director	$0	$0	$0
SCOTT LINDSAY	DIRECTOR	1.0	Director	$0	$0	$0
DON MELTZER	DIRECTOR	1.0	Director	$0	$0	$0
RODNEY MILLER	DIRECTOR	1.0	Director	$0	$0	$0
JAMES PARKMAN	DIRECTOR	1.0	Director	$0	$0	$0
MORT PIERCE	DIRECTOR	1.0	Director	$0	$0	$0
ALEXANDER RICH	DIRECTOR	1.0	Director	$0	$0	$0
MARYANN RICH	PRESIDENT	4.0	Officer Director	$0	$0	$0
MIKE SCHELL	DIRECTOR	1.0	Director	$0	$0	$0
GAIL ZAUDER	DIRECTOR	1.0	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	$450,375	$385,887	$4,710,244	$64,488
2022	$313,572	$440,481	$4,312,280	$-126,909
2021	$533,760	$414,073	$5,165,437	$119,687
2020	$521,338	$324,260	$5,012,959	$197,078
2019	$271,751	$392,970	$4,628,124	$-121,219
2019	No data	No data	No data	No data
2018	$476,706	$347,377	$4,246,299	$129,329