EIGHTEEN SIXTY-SEVEN FOUNDATION INC (EIN 430865074) - 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

1966

Legal Domicile

Principal Officer

Tracy Holtzman

Phone

3149940606

Tax Period

2022-07-01 to 2023-06-30

EIGHTEEN SIXTY-SEVEN FOUNDATION INC, founded in 1966, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $498K in total revenue in fiscal year 2022. Expenses of $443K left a modest 11% surplus.

Mission

SIGN OF THE ARROW IS A PHILANTHROPIC RETAIL BUSINESS SUPPORTED BY COMMUNITY VOLUNTEERS WHICH ANNUALLY NEW PROCEEDS TO ST. LOUIS AREA CHARITABLE ORGANIZATIONS AND PI BETA PHI EDUCATIONAL PROGRAMS FOUNDED IN 1966, THE FOUNDATION IS OWNED BY THE ST. LOUIS ALUMNAE CLUB OF PI BETA PHI FRATERNITY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $33,760

Program Service Revenue $0

Investment Income $43

Other Revenue $464,598

TOTAL REVENUE $498,401

Expense Breakdown

Grants Paid $70,000

Salaries & Benefits $170,459

Fundraising Expenses $0

Program Expenses $442,901

Other Expenses $202,442

TOTAL EXPENSES $442,901

Year-over-Year Comparison

	2022	2021	Change
Revenue	$498,401	$475,505	+0.0%
Expenses	$442,901	$402,232	+0.1%
Net Income	$55,500	$73,273	-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

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

$69,105

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRACY HOLTZMAN	CHAIRMAN	15.00	Officer	$0	$0	$0
SUSAN GLENN	PRESIDENT	8.00	Officer	$0	$0	$0
MARY HOPKINS	TREASURER	5.00	Officer	$0	$0	$0
SUSAN VENN	BUSINESS MANAGER	20.00	Officer	$0	$0	$0
HOLLY THOMAS	VP-BOARD DEVELOPMENT	2.00	Officer	$0	$0	$0
JODI ZOOK	VP-MARKETING	14.00	Officer	$0	$0	$0
SUE SAHRMANN	VP-FINANCE	5.00	Officer	$0	$0	$0
MERRY GNAEGY	VP-SALES VOLUNTEERS	2.00	Officer	$0	$0	$0
TONI GACKA	BUYER REPRESENTATIVE	4.00	Officer	$0	$0	$0
ANN BABINGTON	PRESIDENT ALUMNA CLUB	2.00	Officer	$0	$0	$0
JANET WHEATLEY	SECRETARY	1.00	Officer	$0	$0	$0
JULIE FILEAN	GENERAL MANAGER	50.00	Director	$0	$0	$69,105

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	$498,401	$442,901	$813,909	$55,500
2022	$475,505	$402,232	$702,960	$73,273
2021	$492,835	$475,304	$666,263	$17,531
2020	$464,891	$408,376	$595,912	$56,515
2019	$453,094	$434,149	$556,609	$18,945
2018	$465,805	$451,386	$545,581	$14,419

EIGHTEEN SIXTY-SEVEN FOUNDATION INC