Addy Grace Foundation (EIN 273265645) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2010

Legal Domicile

Principal Officer

James Garner

Tax Period

2019-01-01 to 2019-12-31

Addy Grace Foundation, founded in 2010, is a small nonprofit in the Diseases & Disorders sector that reported $286K in total revenue in fiscal year 2018. Expenses of $362K exceeded revenue, resulting in a 27% operating deficit.

Mission

Organization is focused on raising awareness of Spinal Muscular Atrophy. Our mission is to help families, build relationships, and be a source of encourgement to families affected by SMA. Goal is to build a handicap accessable playground.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $418,214

Program Service Revenue $0

Investment Income $278

Other Revenue $0

TOTAL REVENUE $418,492

Expense Breakdown

Grants Paid $46,934

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $604,016

Other Expenses $557,638

TOTAL EXPENSES $604,572

Year-over-Year Comparison

	2019	2018	Change
Revenue	$418,492	$285,571	+0.5%
Expenses	$604,572	$361,944	+0.7%
Net Income	$-186,080	$-76,373	+1.4%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
James Garner	President	10.00	Officer Director	$0	$0	$0
Josh Harvey	Vice President	5.00	Officer Director	$0	$0	$0
Todd Creasy	Treasurer	1.00	Officer Director	$0	$0	$0
Brad Farrar	Co Vice President	5.00	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
2019	$418,492	$604,572	$40,417	$-186,080
2018	$285,571	$361,944	$262,485	$-76,373

Addy Grace Foundation