THE BRIAN AND DORA BIRD FOUNDATION (EIN 311566973) - 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

1997

Legal Domicile

Principal Officer

RICH GROSSBERG

Phone

2162295959

Tax Period

2024-06-01 to 2025-05-31

THE BRIAN AND DORA BIRD FOUNDATION, founded in 1997, is a micro nonprofit in the Community Improvement sector that reported $45K in total revenue in fiscal year 2024. Revenue fell 70% from the prior year — a significant decline worth monitoring. Net assets of $606K represent 160 months of operating reserves.

Mission

THE BRIAN AND DORA BIRD FOUNDATION'S PRIMARY PURPOSE IS TO ADVANCE, ENCOURAGE, PROMOTE AND SUPPORT PSYCHOANALYSIS IN THE CLEVELAND, OHIO 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $45,287

Other Revenue $0

TOTAL REVENUE $45,287

Expense Breakdown

Grants Paid $48,126

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $48,126

Other Expenses $0

TOTAL EXPENSES $48,126

Year-over-Year Comparison

	2024	2023	Change
Revenue	$45,287	$150,629	-0.7%
Expenses	$48,126	$95,893	-0.5%
Net Income	$-2,839	$54,736	-1.1%

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
RICH GROSSBERG	PRESIDENT	1.00	Officer Director	$0	$0	$0
ANNA BOARDMAN	SECRETARY	1.00	Officer Director	$0	$0	$0
MICHAEL BULL	TREASURER	1.00	Officer Director	$0	$0	$0
KARIN WALLIS	TRUSTEE	1.00	Director	$0	$0	$0
DEVRA ADELSTEIN	TRUSTEE	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
2025	$45,287	$48,126	$605,678	$-2,839
2024	$150,629	$95,893	$608,517	$54,736
2023	$25,767	$44,991	$553,781	$-19,224
2022	$23,461	$44,991	$573,005	$-21,530
2021	$18,207	$44,206	$594,535	$-25,999
2020	$24,722	$41,703	$620,534	$-16,981
2019	$55,104	$37,461	$668,508	$17,643

THE BRIAN AND DORA BIRD FOUNDATION