TIM ORTH MEMORIAL FOUNDATION (EIN 411907391) - 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

1998

Legal Domicile

Principal Officer

WILLIAM NEUBAUER

Phone

3209054624

Tax Period

2025-01-01 to 2025-12-31

TIM ORTH MEMORIAL FOUNDATION, founded in 1998, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $211K in total revenue in fiscal year 2025. Revenue surged 97% from the prior year, signaling strong growth momentum. The organization ran a surplus of $42K, a strong 20% operating margin.

Mission

TO PROVIDE ASSISTANCE TO CHILDREN WITH MEDICAL NEEDS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $122,824

Program Service Revenue $53,065

Investment Income $5,280

Other Revenue $29,939

TOTAL REVENUE $211,108

Expense Breakdown

Grants Paid $96,804

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $167,237

Other Expenses $71,804

TOTAL EXPENSES $168,608

Year-over-Year Comparison

	2025	2024	Change
Revenue	$211,108	$107,114	+1.0%
Expenses	$168,608	$109,642	+0.5%
Net Income	$42,500	$-2,528	-17.8%

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

200

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
DEB KOPEL	SECRETARY	2.00	Officer	$0	$0	$0
JANELLE NEUBAUER	V PRESIDENT/	2.00	Officer	$0	$0	$0
WILLIAM NEUBAUER	PRESIDENT	2.00	Officer	$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
2025	$211,108	$168,608	$278,245	$42,500
2024	$107,114	$109,642	$234,489	$-2,528
2023	$104,832	$112,792	$237,017	$-7,960
2022	$157,842	$133,278	$244,827	$24,564
2021	$105,969	$80,258	$220,417	$25,711
2020	$86,141	$87,091	$194,706	$-950
2019	$117,964	$70,141	$195,655	$47,823
2018	$98,750	$88,224	$147,833	$10,526

TIM ORTH MEMORIAL FOUNDATION