THE GRACE FOUNDATION (EIN 300837869) - 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

2014

Principal Officer

SCOTT PELOQUIN

Phone

5079900342

Tax Period

2025-01-01 to 2025-12-31

THE GRACE FOUNDATION, founded in 2014, is a small nonprofit in the Arts, Culture & Humanities sector that reported $235K in total revenue in fiscal year 2025. Revenue decreased 14% compared to the prior year. The organization ran a surplus of $72K, a strong 31% operating margin.

Mission

TO SECURE, CULTIVATE, AND DISTRIBUTE SHORT-TERM AND LONG-TERM FINANCIAL RESOURCES ON BEHALF OF PARTNER CHRISTIAN SCHOOLS IN THE ROCHESTER AREA.

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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 (2025)

Revenue Breakdown

Contributions & Grants $65,155

Program Service Revenue $139,769

Investment Income $30,145

Other Revenue $0

TOTAL REVENUE $235,069

Expense Breakdown

Grants Paid $77,225

Salaries & Benefits $0

Fundraising Expenses $5,698

Program Expenses $141,357

Other Expenses $85,674

TOTAL EXPENSES $162,899

Year-over-Year Comparison

	2025	2024	Change
Revenue	$235,069	$273,454	-0.1%
Expenses	$162,899	$206,100	-0.2%
Net Income	$72,170	$67,354	+0.1%

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
NICK BRONG	BOARD MEMBER	N/A	Director	$0	$0	$0
GABRIEL CHRISTENSON	BOARD MEMBER	N/A	Officer Director	$0	$0	$0
KATIE CHRISTENSON	FUNDRAISING	N/A	Officer Director	$0	$0	$0
HEATHER A HEATON	SECRETARY	N/A	Officer Director	$0	$0	$0
CHRISTIAN L BAUM MD	PRESIDENT	N/A	Officer Director	$0	$0	$0
E PAUL LINDELL MD	BOARD MEMBER	N/A	Director	$0	$0	$0
SCOTT PELOQUIN	TREASURER	N/A	Officer Director	$0	$0	$0
TREAVOR REDLIN	BOARD MEMBER	N/A	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
2025	$235,069	$162,899	$1,345,137	$72,170
2024	No data	No data	No data	No data
2023	$234,539	$223,119	$846,586	$11,420
2022	$352,442	$364,812	$664,913	$-12,370
2021	$138,445	$84,958	$456,338	$53,487
2020	$77,124	$55,490	$316,845	$21,634
2019	$117,918	$79,258	$237,749	$38,660
2018	$179,173	$122,738	$161,511	$56,435

THE GRACE FOUNDATION