FRANKLIN DELANO ROOSEVELT FOUNDATION INC (EIN 264331332) - 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

2009

Legal Domicile

Principal Officer

MICHAEL D WEISHAN

Phone

5084812244

Tax Period

2021-01-01 to 2021-12-31

FRANKLIN DELANO ROOSEVELT FOUNDATION INC, founded in 2009, is a small nonprofit in the Arts, Culture & Humanities sector that reported $118K in total revenue in fiscal year 2021. Revenue fell 63% from the prior year — a significant decline worth monitoring. Expenses of $169K exceeded revenue, resulting in a 43% operating deficit.

Mission

RESTORATION AND PROMOTION OF THE FDR SUITE WNA HISTORICAL COLLECTIONS, EDUCATE STUDENTS ABOUT THE LEGACY OF THE ROOSEVELTS AND ASSIST LOWER INCOME STUDENTS ACHIEVE EQUAL OPPORTUNITY AND PROMOTE DEMOCRACY.

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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 (2021)

Revenue Breakdown

Contributions & Grants $78,995

Program Service Revenue $39,100

Investment Income $0

Other Revenue $0

TOTAL REVENUE $118,095

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $4,886

Program Expenses $144,205

Other Expenses $169,284

TOTAL EXPENSES $169,284

Year-over-Year Comparison

	2021	2020	Change
Revenue	$118,095	$322,914	-0.6%
Expenses	$169,284	$291,749	-0.4%
Net Income	$-51,189	$31,165	-2.6%

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
MICAHEL D WEISHAN	PRESIDENT	20.00	Officer Director	$0	$0	$0
SANTIAGO PARDO-SANCHEZ	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY WILLIARD	DIRECTOR	7.50	Director	$0	$0	$0
MATHEW HH YOUNG	DIRECTOR	2.00	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
2021	$118,095	$169,284	$60,199	$-51,189
2020	$322,914	$291,749	$111,388	$31,165

FRANKLIN DELANO ROOSEVELT FOUNDATION INC