FLOYD MEMORIAL FOUNDATION INC (EIN 310933781) - 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

1978

Legal Domicile

Principal Officer

JESSICA STATEN

Phone

8129007551

Tax Period

2024-01-01 to 2024-12-31

FLOYD MEMORIAL FOUNDATION INC, founded in 1978, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024. Revenue fell 35% from the prior year — a significant decline worth monitoring. Expenses of $1.4M exceeded revenue, resulting in a 26% operating deficit.

Mission

THE FLOYD MEMORIAL FOUNDATION EMPOWERS A HEALTHY COMMUNITY THROUGH PREVENTION, EDUCATION AND STRATEGIC PARTNERSHIPS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $150,645

Program Service Revenue $0

Investment Income $1,008,971

Other Revenue $-79,957

TOTAL REVENUE $1,079,659

Expense Breakdown

Grants Paid $1,012,383

Salaries & Benefits $126,314

Fundraising Expenses $30,598

Program Expenses $1,099,776

Other Expenses $218,222

TOTAL EXPENSES $1,356,919

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,079,659	$1,656,567	-0.3%
Expenses	$1,356,919	$931,196	+0.5%
Net Income	$-277,260	$725,371	-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

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

$117,300

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATT MILLIES	CHAIRMAN	1.00	Officer Director	$0	$0	$0
JAKE ARCHIBALD	SECRETARY	1.00	Officer Director	$0	$0	$0
CLAYTON ROSE	TREASURER	1.00	Officer Director	$0	$0	$0
JASON APPLEGATE	DIRECTOR	1.00	Director	$0	$0	$0
AMBER BANET	DIRECTOR	1.00	Director	$0	$0	$0
J TERRENCE CODY	DIRECTOR	1.00	Director	$0	$0	$0
LACIE COUZIN	DIRECTOR	1.00	Director	$0	$0	$0
JOE DABLOW	DIRECTOR	1.00	Director	$0	$0	$0
MARIA GRANGER	DIRECTOR	1.00	Director	$0	$0	$0
KRISHNA KONIJETI	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS LANE	DIRECTOR	1.00	Director	$0	$0	$0
SARA LOPP DIETRICH	DIRECTOR	1.00	Director	$0	$0	$0
JOE GLOVER	DIRECTOR	1.00	Director	$0	$0	$0
GRANT MEYER	DIRECTOR	1.00	Director	$0	$0	$0
LALEH REZAEI	DIRECTOR	1.00	Director	$0	$0	$0
CARRIE STILLER	DIRECTOR	1.00	Director	$0	$0	$0
MEGAN VISSING	DIRECTOR	1.00	Director	$0	$0	$0
TINA WALTERS	DIRECTOR	1.00	Director	$0	$0	$0
BEAU ZOELLER	DIRECTOR	1.00	Director	$0	$0	$0
CORY COCHRAN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JESSICA TANDY STATEN	EXECUTIVE DIRECTOR	40.00	Officer	$117,300	$0	$117,300

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	$1,079,659	$1,356,919	$22,071,739	$-277,260
2023	$1,656,567	$931,196	$20,272,186	$725,371
2022	$1,183,181	$746,890	$20,229,957	$436,291
2022	$859,621	$765,265	$17,885,178	$94,356
2021	$1,387,204	$788,127	$21,158,210	$599,077
2020	$4,578,870	$866,365	$18,227,197	$3,712,505
2019	$1,395,341	$821,124	$12,742,774	$574,217
2018	$1,411,960	$777,249	$10,230,390	$634,711

FLOYD MEMORIAL FOUNDATION INC