Nancy Owens Breast Cancer Foundation (EIN 431963990) - 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

2002

Legal Domicile

Principal Officer

Terri Guerra

Phone

7139221118

Tax Period

2025-01-01 to 2025-12-31

Nancy Owens Breast Cancer Foundation, founded in 2002, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $140K in total revenue in fiscal year 2025. Revenue fell 31% from the prior year — a significant decline worth monitoring.

Mission

To fund one or more qualified public charities fighting breast cancer.

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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 $100,036

Program Service Revenue $0

Investment Income $0

Other Revenue $40,143

TOTAL REVENUE $140,179

Expense Breakdown

Grants Paid $105,000

Salaries & Benefits $0

Fundraising Expenses $20,771

Program Expenses $106,484

Other Expenses $34,290

TOTAL EXPENSES $139,290

Year-over-Year Comparison

	2025	2024	Change
Revenue	$140,179	$202,346	-0.3%
Expenses	$139,290	$206,238	-0.3%
Net Income	$889	$-3,892	-1.2%

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
Terri Guerra	President	5.00	Officer Director	$0	$0	$0
Amy Berstein	Vice President	1.00	Officer Director	$0	$0	$0
Peggie Kohnert	Secretary	1.00	Officer Director	$0	$0	$0
Gloria Moorman	Treasurer	2.00	Officer Director	$0	$0	$0
Jennifer Hernandez	Director	1.00	Director	$0	$0	$0
Mariella Massa	Director	1.00	Director	$0	$0	$0
Mary Piper	Director	1.00	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	$140,179	$139,290	$42,722	$889
2024	$202,346	$206,238	$41,833	$-3,892
2023	$116,717	$145,646	$45,725	$-28,929
2022	$181,458	$186,208	$74,654	$-4,750
2019	$145,505	$146,086	$91,655	$-581
2018	$177,624	$145,125	$92,236	$32,499

Nancy Owens Breast Cancer Foundation