SFM FOUNDATION

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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

2008

Legal Domicile

Principal Officer

LINDA WILLIAMS

Phone

9528384200

Tax Period

2023-01-01 to 2023-12-31

SFM FOUNDATION, founded in 2008, is a small nonprofit in the Education sector that reported $466K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $162K, a strong 35% operating margin.

Mission

TO PROVIDE POST-SECONDARY EDUCATION SCHOLARSHIPS TO CHILDREN OF PARENTS WHO HAVE BEEN FATALLY INJURED OR SERIOUSLY DISABLED BY WORK RELATED ACCIDENTS OR DISEASES.

Program Service Accomplishments

Program 1

Expenses: $289,000

Awarded scholarships to 16 students of parents who were fatally injured or seriously disabled by work-related accidents or diseases.

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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 $420,358

Program Service Revenue $0

Investment Income $48,390

Other Revenue $-2,712

TOTAL REVENUE $466,036

Expense Breakdown

Grants Paid $289,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $289,000

Other Expenses $14,960

TOTAL EXPENSES $303,960

Year-over-Year Comparison

	2023	2022	Change
Revenue	$466,036	$409,054	+0.1%
Expenses	$303,960	$423,144	-0.3%
Net Income	$162,076	$-14,090	-12.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDY GEBHARD	Chairman	1.00	Officer Director	$0	$0	$0
LINDA WILLIAMS	President	5.00	Officer Director	$0	$0	$0
DEBRA ZORN	Secretary	1.00	Officer Director	$0	$0	$0
MIKAELA WILLHITE	Treasurer	1.00	Officer Director	$0	$0	$0
ROBERT OTOS	Director	1.00	Director	$0	$0	$0
NICK COOLING	Director	1.00	Director	$0	$0	$0
DARRIN AUSMAN	Director	1.00	Director	$0	$0	$0
SHAWN MINER	Director	1.00	Director	$0	$0	$0
GARY UHL	Director	1.00	Director	$0	$0	$0
ALISON STEWART	Director	1.00	Director	$0	$0	$0
COLTON CASON	Director	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	$466,036	$303,960	$1,210,052	$162,076
2022	$409,054	$423,144	$1,066,331	$-14,090
2021	$516,977	$347,789	$978,375	$169,188
2020	$267,744	$236,784	$730,558	$30,960
2019	$342,981	$351,074	$736,039	$-8,093
2018	$274,176	$196,005	$667,443	$78,171