THE LINDORF FAMILY FOUNDATION (EIN 311683202) - 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

1999

Legal Domicile

Principal Officer

ANDREW BOW

Phone

7403493758

Tax Period

2023-11-01 to 2024-10-31

THE LINDORF FAMILY FOUNDATION, founded in 1999, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.1M in total revenue in fiscal year 2023. Revenue surged 38% from the prior year, signaling strong growth momentum. The organization ran a surplus of $729K, a strong 67% operating margin.

Mission

THE FOUNDATION HELPS LOCAL CHARITIES ACHIEVE THEIR MISSION. THIS IS ACCOMPLISHED BY ASSISTING THEM WITH DIRECT FUNDING AND EDUCATIONAL TRAINING.

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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 $0

Program Service Revenue $0

Investment Income $1,092,773

Other Revenue $0

TOTAL REVENUE $1,092,773

Expense Breakdown

Grants Paid $320,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $320,000

Other Expenses $43,557

TOTAL EXPENSES $363,557

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,092,773	$794,081	+0.4%
Expenses	$363,557	$423,205	-0.1%
Net Income	$729,216	$370,876	+1.0%

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

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
MARY ALBRIGHT	BOARD MEMBER	0.25	Director	$0	$0	$0
DONNA ALVARADO	BOARD MEMBER	0.25	Director	$0	$0	$0
ANDREW BOW	CHAIRMAN	3.50	Officer Director	$0	$0	$0
SIOBHAN CLOVIS	SECRETARY	3.50	Officer Director	$0	$0	$0
BRANDON MATHIS	BOARD MEMBER	0.25	Director	$0	$0	$0
JOHN UIBLE	TREASURER	0.25	Officer Director	$0	$0	$0
MELISSA WARNER-BOW	PRESIDENT	0.25	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
2024	$1,092,773	$363,557	$20,708,301	$729,216
2023	$764,081	$423,205	$14,473,658	$340,876
2022	$338,737	$253,797	$16,485,146	$84,940
2021	$1,164,047	$207,846	$17,206,809	$956,201
2020	$462,619	$77,229	$12,639,230	$385,390
2019	$532,721	$256,780	$12,920,949	$275,941

THE LINDORF FAMILY FOUNDATION