Robert B Spencer Foundation (EIN 260186687) - 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

2007

Legal Domicile

Principal Officer

Damian Houfek

Phone

5757623718

Tax Period

2024-07-01 to 2025-06-30

Robert B Spencer Foundation, founded in 2007, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $352K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $141K, a strong 40% operating margin.

Mission

The organization is organized exclusively for charitable and educational purposes including supporting ENMRSH, Inc. a 501(c)3 organization.

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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 $0

Program Service Revenue $0

Investment Income $351,996

Other Revenue $0

TOTAL REVENUE $351,996

Expense Breakdown

Grants Paid $190,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $190,000

Other Expenses $21,321

TOTAL EXPENSES $211,321

Year-over-Year Comparison

	2024	2023	Change
Revenue	$351,996	$314,406	+0.1%
Expenses	$211,321	$118,531	+0.8%
Net Income	$140,675	$195,875	-0.3%

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

$568,430

Total Directors

$568,430

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Damian Houfek	Chairman	2.00	Officer Director	$0	$23,000	$339,211
Barbara Marion	Secretary	2.00	Officer Director	$0	$32,419	$229,219
Randy Harris	Vice Chairman	0.25	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
2025	$351,996	$211,321	$9,822,963	$140,675
2024	$314,406	$118,531	$9,394,070	$195,875
2023	$292,708	$157,996	$9,182,785	$134,712
2022	$190,581	$109,946	$9,415,635	$80,635
2021	$154,619	$210,665	$10,147,294	$-56,046
2020	$578,137	$15,521	$10,449,242	$562,616
2019	$774,199	$9,641	$10,086,627	$764,558

Robert B Spencer Foundation