THE ISABELLA SANTOS FOUNDATION (EIN 261332748) - 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

ERIN SANTOS

Phone

9803222980

Tax Period

2023-01-01 to 2023-12-31

THE ISABELLA SANTOS FOUNDATION, founded in 2007, is a community nonprofit in the Health Care sector that reported $1.5M in total revenue in fiscal year 2023. Revenue fell 32% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $513K, a strong 33% operating margin.

Mission

THE GOAL OF THE FOUNDATION IS TO RAISE MONEY AND AWARENESS FOR NEUROBLASTOMA RESEARCH, PROVIDE FINANCIAL ASSISTANCE TO FAMILIES WITH CHILDREN WHO ARE SUFFERING FROM CANCER AS WELL AS PROVIDE FINANCIAL SUPPORT FOR ORGANIZATIONS THAT SUPPORT CHILDREN WITH CANCER.

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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 $1,404,916

Program Service Revenue $0

Investment Income $54

Other Revenue $139,448

TOTAL REVENUE $1,544,418

Expense Breakdown

Grants Paid $451,641

Salaries & Benefits $488,551

Fundraising Expenses $124,216

Program Expenses $451,641

Other Expenses $91,006

TOTAL EXPENSES $1,031,198

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,544,418	$2,276,416	-0.3%
Expenses	$1,031,198	$2,218,500	-0.5%
Net Income	$513,220	$57,916	+7.9%

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

Volunteers

125

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

$156,560

Total Directors

$156,560

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIN SANTOS	PRESIDENT	40.00	Officer Director	$152,000	$4,560	$156,560
SUZIE FORD	TREASURER	2.00	Director	$0	$0	$0
SANDRA SZOKE	DIRECTOR	2.00	Officer Director	$0	$0	$0
MATT YARMEY	DIRECTOR	1.00	Director	$0	$0	$0
ERIC FRICK	BOARD CO-CHAIR	2.00	Officer Director	$0	$0	$0
JACOB VIRGIL	BOARD CO-CHAIR	2.00	Officer Director	$0	$0	$0
KJ BRENT	MEMBER	1.00	Director	$0	$0	$0
MICHAEL HOPPER	MEMBER	1.00	Director	$0	$0	$0
GEOFF RICH	MEMBER	1.00	Director	$0	$0	$0
KATIE LANDY	MEMBER	1.00	Director	$0	$0	$0
PAGE FEHLING	MEMBER	1.00	Director	$0	$0	$0
RENEE SPERO	MEMBER	1.00	Director	$0	$0	$0
MELISSA SCANLON	MEMBER	1.00	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	$1,544,418	$1,031,198	$764,013	$513,220
2022	$2,276,416	$2,218,500	$161,101	$57,916
2021	$1,612,318	$1,594,641	$121,624	$17,677
2020	$1,360,664	$1,441,518	$135,288	$-80,854
2019	$1,266,078	$1,335,401	$129,359	$-69,323
2018	$1,344,095	$1,300,485	$193,706	$43,610

THE ISABELLA SANTOS FOUNDATION