BASIC FUND INC (EIN 421188596) - 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

1984

Legal Domicile

Principal Officer

LARRY GRILL

Phone

7122692558

Tax Period

2024-10-01 to 2025-09-30

BASIC FUND INC, founded in 1984, is a micro nonprofit that reported $75K in total revenue in fiscal year 2024. The organization ran a surplus of $55K, a strong 74% operating margin.

Mission

COMMUNITY ENDOWMENT FUND TO SUPPORT CIVIC IMPROVEMENTS

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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 $48,263

Program Service Revenue $3,255

Investment Income $23,701

Other Revenue $0

TOTAL REVENUE $75,219

Expense Breakdown

Grants Paid $19,580

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $19,899

Other Expenses $319

TOTAL EXPENSES $19,899

Year-over-Year Comparison

	2024	2023	Change
Revenue	$75,219	$72,044	+0.0%
Expenses	$19,899	$15,585	+0.3%
Net Income	$55,320	$56,459	0.0%

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
ANNE ABBE	TRUSTEE/DIRE	0.50	Director	$0	$0	$0
NANCY BIELENBERG	VICE PRESIDE	0.50	Officer Director	$0	$0	$0
LILA BUBKE	SECRETARY	2.00	Officer Director	$0	$0	$0
DENNIS GIERSTORF	DIRECTOR	0.50	Director	$0	$0	$0
LARRY GRILL	PRESIDENT	2.00	Officer Director	$0	$0	$0
LEISHA KRAGEL	TRUSTEE/DIRE	0.50	Director	$0	$0	$0
KATHY WEISS	TREASURER	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
2025	$75,219	$19,899	$772,349	$55,320
2024	$72,044	$15,585	$687,052	$56,459

BASIC FUND INC