GBU Foundation Inc (EIN 256076646) - 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

1962

Legal Domicile

Phone

4128845100

Tax Period

2023-01-01 to 2023-12-31

GBU Foundation Inc, founded in 1962, is a small nonprofit that reported $419K in total revenue in fiscal year 2023. Revenue surged 59% from the prior year, signaling strong growth momentum. The organization ran a surplus of $183K, a strong 44% operating margin.

Mission

TO HELP OUR DONORS ACHIEVE THEIR PHILANTHROPIC GOALS AND POTENTIAL.

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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 $282,268

Program Service Revenue $0

Investment Income $136,652

Other Revenue $0

TOTAL REVENUE $418,920

Expense Breakdown

Grants Paid $196,753

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $196,753

Other Expenses $39,237

TOTAL EXPENSES $235,990

Year-over-Year Comparison

	2023	2022	Change
Revenue	$418,920	$263,636	+0.6%
Expenses	$235,990	$185,950	+0.3%
Net Income	$182,930	$77,686	+1.4%

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

$874,916

Total Directors

$1,152,685

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	CEO	1.0	Officer Director	$0	$39,679	$874,916
N/A	DIRECTOR	1.0	Director	$0	$0	$23,612
N/A	DIRECTOR	1.0	Director	$0	$0	$46,062
N/A	DIRECTOR	1.0	Director	$0	$0	$45,626
N/A	DIRECTOR	1.0	Director	$0	$0	$43,014
N/A	DIRECTOR	1.0	Director	$0	$0	$8,500
N/A	DIRECTOR	1.0	Director	$0	$0	$41,000
N/A	CHAIRMAN	1.0	Director	$0	$0	$69,955

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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$418,920	$235,990	$2,980,499	$182,930
2022	$263,636	$185,950	$2,720,775	$77,686
2021	$287,816	$192,734	$3,169,110	$95,082
2020	$277,965	$181,716	$3,120,900	$96,249
2019	$308,370	$219,764	$2,863,355	$88,606
2018	$424,583	$134,892	$2,691,582	$289,691

GBU Foundation Inc