LEOTA BRAUN CHARITABLE FOUNDATION I (EIN 030388873) - 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

2002

Legal Domicile

Principal Officer

MELANIE SHINDELDECKER

Phone

4193051741

Tax Period

2022-01-01 to 2022-12-31

LEOTA BRAUN CHARITABLE FOUNDATION I, founded in 2002, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $28K in total revenue in fiscal year 2022. Revenue fell 71% from the prior year — a significant decline worth monitoring. Expenses of $40K exceeded revenue, resulting in a 46% operating deficit.

Mission

TO SERVE THE PARKWAY LOCAL SCHOOL (OHIO) DISTRICT INCLUDING THE COMMUNITIES OF ROCKFORD, WILLSHIRE AND MENDON AS A FOUNDATION FOR WHICH FUNDS CAN BE ESTABLISHED TO BENEFIT THE RESIDENTS OF THIS AREA.

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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 (2022)

Revenue Breakdown

Contributions & Grants $71,648

Program Service Revenue $0

Investment Income $-50,229

Other Revenue $6,152

TOTAL REVENUE $27,571

Expense Breakdown

Grants Paid $38,779

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $38,779

Other Expenses $1,500

TOTAL EXPENSES $40,279

Year-over-Year Comparison

	2022	2021	Change
Revenue	$27,571	$95,475	-0.7%
Expenses	$40,279	$111,956	-0.6%
Net Income	$-12,708	$-16,481	-0.2%

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

N/A

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
DONNA BATES	TRUSTEE	N/A	Director	$0	$0	$0
CINDY CANARY	SECRETARY	N/A	Officer Director	$0	$0	$0
FRED GETZ	TRUSTEE	N/A	Director	$0	$0	$0
KEVIN KRALL	TRUSTEE	N/A	Director	$0	$0	$0
LISA SHEPPARD	VICE-PRESIDE	N/A	Officer Director	$0	$0	$0
MELANIE SHINDELDECKER	TREASURER	N/A	Officer Director	$0	$0	$0
LEAH THOMPSON	TRUSTEE	N/A	Director	$0	$0	$0
RYAN TWIGG	PRESIDENT	N/A	Officer Director	$0	$0	$0
HEIDI WALLS	TRUSTEE	N/A	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
2022	$27,571	$40,279	$394,690	$-12,708
2021	$95,475	$111,956	$407,398	$-16,481
2020	$104,927	$78,914	$423,879	$26,013
2019	$295,795	$158,473	$397,866	$137,322

LEOTA BRAUN CHARITABLE FOUNDATION I