Grocery Outlet Touching Lives Foundation (EIN 364709516) - 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

2011

Legal Domicile

Principal Officer

Eric Lindberg

Phone

5108451999

Tax Period

2024-01-01 to 2024-12-31

Grocery Outlet Touching Lives Foundation, founded in 2011, is a small nonprofit in the Human Services sector that reported $235K in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year. Net assets of $1.4M represent 69 months of operating reserves.

Mission

Grocery Outlet Touching Lives Foundation provides cash assistance to employees, immediate family members of Grocery Outlet, Inc., or store managers (or their employees) who have suffered hardships due to a variety of reasons, [continued at top of next page]

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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 $211,258

Program Service Revenue $0

Investment Income $0

Other Revenue $23,784

TOTAL REVENUE $235,042

Expense Breakdown

Grants Paid $219,541

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $219,541

Other Expenses $31,972

TOTAL EXPENSES $251,513

Year-over-Year Comparison

	2024	2023	Change
Revenue	$235,042	$289,199	-0.2%
Expenses	$251,513	$309,424	-0.2%
Net Income	$-16,471	$-20,225	-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

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
RJ Sheedy	Chairman & Dir.	1.00	Officer Director	$0	$0	$0
Eric Lindberg	Chairman & Dir.	1.00	Officer Director	$0	$0	$0
Lindsay Gray	CFO & Director	1.00	Officer Director	$0	$0	$0
Pamela Burke	Secretary & Dir	1.00	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	$235,042	$251,513	$1,355,178	$-16,471
2023	$289,199	$309,424	$1,371,649	$-20,225
2022	$274,032	$202,022	$1,391,874	$72,010
2021	$199,463	$231,280	$1,313,409	$-31,817
2020	$928,703	$162,833	$1,345,226	$765,870
2019	$447,317	$201,189	$579,356	$246,128
2018	$281,806	$152,063	$333,228	$129,743

Grocery Outlet Touching Lives Foundation