THE UNFORGETTABLES FOUNDATION (EIN 330885478) - 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

LORI O'CONNOR

Phone

9093351600

Tax Period

2024-01-01 to 2024-12-31

THE UNFORGETTABLES FOUNDATION, founded in 1999, is a small nonprofit in the Human Services sector that reported $452K in total revenue in fiscal year 2024. Expenses of $398K left a modest 12% surplus.

Mission

THE UNFORGETTABLES FOUNDATION IS A UNIQUE CAUSE DESIGNED TO FILL A GAP IN THE SOCIAL SUPPORT NETWORK FOR AT RISK AND FINANCIALLY CHALLENGED FAMILIES STRUGGLING TO FUND A FUNERAL FOR THEIR CHILD.

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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 $295,084

Program Service Revenue $0

Investment Income $39,006

Other Revenue $118,074

TOTAL REVENUE $452,164

Expense Breakdown

Grants Paid $122,843

Salaries & Benefits $176,350

Fundraising Expenses $10,245

Program Expenses $358,452

Other Expenses $98,449

TOTAL EXPENSES $397,642

Year-over-Year Comparison

	2024	2023	Change
Revenue	$452,164	$460,925	0.0%
Expenses	$397,642	$385,069	+0.0%
Net Income	$54,522	$75,856	-0.3%

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

$84,072

Total Directors

$84,072

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIM EVANS	President & CEO	40.00	Officer Director	$84,072	$0	$84,072
AMANDA BUCHHOLZ	Director	0.50	Director	$0	$0	$0
SHELLEY BURNACH	Director	0.50	Director	$0	$0	$0
PATRICK CASADY	Director	0.50	Director	$0	$0	$0
BARRY LOWENSTEIN	Director	0.50	Director	$0	$0	$0
ANNE VIRICEL	Director	0.50	Director	$0	$0	$0
AUSTIN ZIPRICK	Director	0.50	Director	$0	$0	$0
BELEN CORDERO	Director	0.50	Director	$0	$0	$0
BEN BENOIT	Director	0.50	Director	$0	$0	$0
BOBBIE NEFF	Director	0.50	Director	$0	$0	$0
CHRISTINE CARRILLO	Director	0.50	Director	$0	$0	$0
DINA ESQUIVEL	Director	0.50	Director	$0	$0	$0
EDWARD MARTIN II	Director	0.50	Director	$0	$0	$0
REGGIE JACKSON	CO CHAIR	0.50	Officer Director	$0	$0	$0
ERIC TERRAZAS	Director	0.50	Director	$0	$0	$0
SHANNON O'CONNOR	Director	0.50	Director	$0	$0	$0
BRANDON L HARRISON	Director	0.50	Director	$0	$0	$0
JUSTIN BOUZANE	CO CHAIR	0.50	Officer Director	$0	$0	$0
ERNESTO ROSALES	Director	0.50	Director	$0	$0	$0
TODD UNDERWOOD	Director	0.50	Director	$0	$0	$0
LORI O'CONNOR	Director	0.50	Director	$0	$0	$0
KEVIN TETLEY	Director	0.50	Director	$0	$0	$0
GREG DIETERICH	Treasurer	0.50	Officer Director	$0	$0	$0
MATTHEW NEUFELT	Director	0.50	Director	$0	$0	$0
JASON TAYLOR	Director	0.50	Director	$0	$0	$0
JESSICA BOUZANE	Director	0.50	Director	$0	$0	$0
JESSICA QATTAWI	Director	0.50	Director	$0	$0	$0
MERDITH SHERWIN	Director	0.50	Director	$0	$0	$0
JO-LYNN ACREY	Secretary	0.50	Officer Director	$0	$0	$0
JONATHAN STONEKING	Director	0.50	Director	$0	$0	$0
TRAVIS WALKER	Director	0.50	Director	$0	$0	$0
JOSEPH MCCOOL	Director	0.50	Director	$0	$0	$0
KACY CARLSEN	Director	0.50	Director	$0	$0	$0
LEANNE CHAVEZ	Director	0.50	Director	$0	$0	$0
MADDI MACOMBER	Director	0.50	Director	$0	$0	$0
RYAN VOLLKOMMER	Director	0.50	Director	$0	$0	$0
SARAI GARRETT	Director	0.50	Director	$0	$0	$0
SHARINA CARRUTHERS	Director	0.50	Director	$0	$0	$0
STAN MORRISON	Director	0.50	Director	$0	$0	$0
THOMAS GALINDO	Director	0.50	Director	$0	$0	$0
THOMMAS SLAUGHTER	Director	0.50	Director	$0	$0	$0
TRISCHELLE BAYSDEN	Director	0.50	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	$452,164	$397,642	$1,022,417	$54,522
2023	$460,925	$385,069	$975,300	$75,856
2022	$389,465	$363,680	$878,480	$25,785
2021	$386,483	$330,081	$891,672	$56,402
2020	$403,319	$337,900	$834,105	$65,419
2019	$440,847	$363,709	$765,926	$77,138
2018	$364,316	$331,982	$661,582	$32,334

THE UNFORGETTABLES FOUNDATION