ROBERTA B SENN FOUNDATION UA ROBERTA B SENN REV TRUST 7/16/15 (EIN 326576386) - 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

2020

Legal Domicile

Phone

8643816953

Tax Period

2024-01-01 to 2024-12-31

ROBERTA B SENN FOUNDATION UA ROBERTA B SENN REV TRUST 7/16/15, founded in 2020, is a small nonprofit in the Religion sector that reported $325K in total revenue in fiscal year 2024. Revenue surged 83% from the prior year, signaling strong growth momentum. Expenses of $307K left a modest 5% surplus.

Mission

THE FOUNDATION WAS ESTABLISHED TO PROVIDE ANNUAL SUPPORT TO SPECIFICALLY NAMED CHURCHES AND PARTICULAR FIELDS OF CHURCH MISSIONS.

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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 $324,148

Other Revenue $576

TOTAL REVENUE $324,724

Expense Breakdown

Grants Paid $210,000

Salaries & Benefits $31,382

Fundraising Expenses $0

Program Expenses $210,000

Other Expenses $65,882

TOTAL EXPENSES $307,264

Year-over-Year Comparison

	2024	2023	Change
Revenue	$324,724	$177,637	+0.8%
Expenses	$307,264	$326,044	-0.1%
Net Income	$17,460	$-148,407	-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
N/A	TRUSTEE	2.00		$31,382	$0	$31,382
LORI CORNELL	ADMINISTRATO	N/A		$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	$324,724	$307,264	$5,638,717	$17,460
2023	$177,637	$326,044	$5,621,257	$-148,407
2022	$282,879	$327,113	$5,769,664	$-44,234
2021	$424,069	$649,178	$5,813,898	$-225,109
2020	$6,066,184	$27,177	$6,039,007	$6,039,007

ROBERTA B SENN FOUNDATION UA ROBERTA B SENN REV TRUST 7/16/15