TrustBridge Foundation Inc (EIN 203974070) - 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

2005

Legal Domicile

Phone

5614946888

Tax Period

2024-01-01 to 2024-09-30

TrustBridge Foundation Inc, founded in 2005, is a community nonprofit in the Human Services sector that reported $9.6M in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $2.8M, a strong 30% operating margin.

Mission

THE ORGANIZATION'S MISSION IS TO RAISE AND MANAGE CHARITABLE DONATIONS TO SUPPORT NONPROFIT END OF LIFE CARE PROVIDER TRUSTBRIDGE, INC AND ITS SUBSIDIARIES THROUGH A COMPREHENSIVE FUNDRAISING PROGRAM.

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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 $5,603,726

Program Service Revenue $0

Investment Income $4,028,639

Other Revenue $-26,000

TOTAL REVENUE $9,606,365

Expense Breakdown

Grants Paid $3,536,688

Salaries & Benefits $1,413,481

Fundraising Expenses $492,934

Program Expenses $5,037,659

Other Expenses $1,815,218

TOTAL EXPENSES $6,765,387

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,606,365	$10,534,805	-0.1%
Expenses	$6,765,387	$6,794,291	0.0%
Net Income	$2,840,978	$3,740,514	-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

105

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
CHRIS CALLAHAN	CHAIRMAN	1.0	Officer Director	$0	$0	$0
DARI BOWMAN	SECRETARY	1.0	Officer Director	$0	$0	$0
MEREDITH TUCKER	TREASURER	1.0	Officer Director	$0	$0	$0
STUART B KLEIN	VICE CHAIR	1.0	Officer Director	$0	$0	$0
ADOLFO ZARALEGUI	DIRECTOR	1.0	Director	$0	$0	$0
BISHOP OSHEA GRANGER	DIRECTOR	1.0	Director	$0	$0	$0
F MALCOLM CUNNINGHAM JR	DIRECTOR	1.0	Director	$0	$0	$0
JEFFREY M BISHOP	DIRECTOR	1.0	Director	$0	$0	$0
JENNIFER BRANCACCIO	DIRECTOR	1.0	Director	$0	$0	$0
JESSICA LERNER	DIRECTOR	1.0	Director	$0	$0	$0
KEVIN DILALLO	DIRECTOR	1.0	Director	$0	$0	$0
MARK COOK	DIRECTOR	1.0	Director	$0	$0	$0
NAISHADH LALWANI	DIRECTOR	1.0	Director	$0	$0	$0
PATRICK J FRANKLIN	DIRECTOR	1.0	Director	$0	$0	$0
PETER CLARKE	DIRECTOR	1.0	Director	$0	$0	$0
PETER SACHS	DIRECTOR	1.0	Director	$0	$0	$0
SHARI COHEN	DIRECTOR	1.0	Director	$0	$0	$0
Christy Hendricks	CHIEF LEGAL OFFICER	1.0	Officer	$0	$0	$0
DEBORAH JOHNSON	PRESIDENT TRUSTBRIDGE FOUNDATION	50.0	Officer	$0	$0	$0
GREGORY E LEACH	VP STRATEGY FOUNDATION	50.0	Officer	$0	$0	$0
JONATHAN FLEECE	PRESIDENT/CEO	1.0	Officer	$0	$0	$0
MARK R HUNTLEY	FORMER CFO	10.0	Officer	$0	$0	$0
Saida Bouhamid	CFO	1.0	Officer	$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	$9,606,365	$6,765,387	$177,182,109	$2,840,978
2023	$10,534,805	$6,794,291	$158,688,795	$3,740,514
2022	$3,882,103	$9,353,445	$142,814,537	$-5,471,342
2021	$27,715,967	$6,962,016	$165,141,180	$20,753,951
2020	$6,409,635	$9,972,447	$149,199,300	$-3,562,812
2019	$10,311,877	$8,828,943	$139,030,634	$1,482,934
2018	$19,536,093	$8,124,992	$121,609,409	$11,411,101

TrustBridge Foundation Inc