FRANCES BEAN VAIR FBO CWRU (EIN 346752642) - 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

2009

Legal Domicile

Phone

4127629965

Tax Period

2023-01-01 to 2023-12-31

FRANCES BEAN VAIR FBO CWRU, founded in 2009, is a small nonprofit in the Community Improvement sector that reported $928K in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $2.3M exceeded revenue, resulting in a 143% operating deficit.

Mission

PROVIDE SUPPORT TO CASE WESTERN RESERVE UNIVERSITY SCHOOL OF MEDICINE FOR THE PURPOSE OF CONDUCTING AND CARRYING ON RESEARCH IN CONNECTION WITH THE PREVENTION, TREATMENT AND CURE OF HEART DISEASE.

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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 $928,302

Other Revenue $0

TOTAL REVENUE $928,302

Expense Breakdown

Grants Paid $2,034,102

Salaries & Benefits $203,029

Fundraising Expenses $0

Program Expenses $2,074,908

Other Expenses $16,218

TOTAL EXPENSES $2,253,349

Year-over-Year Comparison

	2023	2022	Change
Revenue	$928,302	$808,807	+0.1%
Expenses	$2,253,349	$2,536,748	-0.1%
Net Income	$-1,325,047	$-1,727,941	-0.2%

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

N/A

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	40.0		$203,029	$0	$203,029

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	No data	No data	No data	No data
2023	$928,302	$2,253,349	$36,125,319	$-1,325,047
2022	$808,807	$2,536,748	$37,536,974	$-1,727,941
2021	$2,739,440	$2,193,106	$39,241,992	$546,334
2020	$263,925	$2,187,452	$38,695,665	$-1,923,527
2019	$5,107,079	$2,253,556	$40,619,192	$2,853,523
2018	$3,141,052	$2,311,788	$34,178,786	$829,264

FRANCES BEAN VAIR FBO CWRU