FAIRVIEW FOUNDATION (EIN 363632069) - 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

1989

Legal Domicile

Principal Officer

DANIEL LINDH

Phone

6516316162

Tax Period

2019-10-01 to 2020-09-30

FAIRVIEW FOUNDATION, founded in 1989, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $807K in total revenue in fiscal year 2019. Revenue surged 1890% from the prior year, signaling strong growth momentum. The organization ran a surplus of $733K, a strong 91% operating margin.

Mission

TO HONOR GOD BY ENRICHING THE LIVES AND TOUCHING THE HEARTS OF OLDER ADULTS.

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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 (2019)

Revenue Breakdown

Contributions & Grants $766,350

Program Service Revenue $0

Investment Income $40,552

Other Revenue $0

TOTAL REVENUE $806,902

Expense Breakdown

Grants Paid $9,858

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $9,858

Other Expenses $63,807

TOTAL EXPENSES $73,665

Year-over-Year Comparison

	2019	2018	Change
Revenue	$806,902	$40,552	+18.9%
Expenses	$73,665	$52,599	+0.4%
Net Income	$733,237	$-12,047	-61.9%

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

$1,586,194

Total Directors

$1,586,194

Key Employees

$1,254,701

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL LINDH	CEO	1.00	Officer Director	$0	$23,795	$922,475
MARK MEYER	CFO	1.00	Officer Director	$0	$27,331	$461,575
JONATHAN FLECTCHER	VP DEVELOPMENT	1.00	Key Emp	$0	$15,893	$342,661
TERESA LARSON	VP HUMAN RESOURCES	1.00	Key Emp	$0	$19,162	$331,279
DUANE LARSON	SVP OPERATIONS	1.00	Key Emp	$0	$26,773	$305,241
WILLIAM HAGSTROM	VP DEVELOPMENT	1.00	Key Emp	$0	$18,803	$275,520
JANENE CONNELLY	VP FOUNDATION	1.00	Officer Director	$0	$5,294	$202,144

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
2020	$806,902	$73,665	$1,726,362	$733,237
2019	$40,552	$52,599	$929,319	$-12,047
2018	$1,315	$10,912	$888,767	$-9,597

FAIRVIEW FOUNDATION