THE BRIAN GRANT FOUNDATION (EIN 271628944) - 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

2010

Legal Domicile

Principal Officer

MELINDA SYCH

Phone

5032749382

Tax Period

2023-01-01 to 2023-12-31

THE BRIAN GRANT FOUNDATION, founded in 2010, is a small nonprofit in the Diseases & Disorders sector that reported $621K in total revenue in fiscal year 2023. The organization ran a surplus of $111K, a strong 18% operating margin.

Mission

TO EMPOWER PEOPLE IMPACTED BY PARKINSON'S TO LEAD ACTIVE AND FULFILLING LIVES.

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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 $500,980

Program Service Revenue $2,720

Investment Income $7,775

Other Revenue $109,536

TOTAL REVENUE $621,011

Expense Breakdown

Grants Paid $0

Salaries & Benefits $176,437

Fundraising Expenses $53,025

Program Expenses $348,241

Other Expenses $333,243

TOTAL EXPENSES $509,680

Year-over-Year Comparison

	2023	2022	Change
Revenue	$621,011	$576,064	+0.1%
Expenses	$509,680	$389,923	+0.3%
Net Income	$111,331	$186,141	-0.4%

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

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

$125,785

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATRINA KAHL	EXECUTIVE DIRECTOR	40.00	Officer	$113,649	$12,136	$125,785
CHARLENE QUARESMA	TREASURER	2.00	Officer Director	$0	$0	$0
MELINDA SYCH	PRESIDENT/CHAIRMAN	2.00	Officer Director	$0	$0	$0
BRIAN W GRANT	FOUNDER	4.00	Director	$0	$0	$0
MARK BYRUM	BOARD MEMBER	2.00	Director	$0	$0	$0
GREG MILLER	BOARD MEMBER	1.00	Director	$0	$0	$0
TERI BOWLES-ATHERTON	BOARD MEMBER	1.00	Director	$0	$0	$0
KRISTIN GASTON	BOARD MEMBER	1.00	Director	$0	$0	$0
BRAD LOVELESS	BOARD 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	$621,011	$509,680	$1,159,816	$111,331
2022	$576,064	$389,923	$1,052,592	$186,141
2021	$441,444	$414,610	$885,481	$26,834
2020	$243,890	$441,555	$856,850	$-197,665
2019	$851,370	$497,039	$1,046,227	$354,331
2018	$696,894	$448,883	$734,087	$248,011

THE BRIAN GRANT FOUNDATION