A LIFE STORY FOUNDATION (EIN 455416505) - 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

2012

Legal Domicile

Principal Officer

JULIE SWAN

Phone

9418401506

Tax Period

2020-07-01 to 2021-06-30

A LIFE STORY FOUNDATION, founded in 2012, is a micro nonprofit that reported $12K in total revenue in fiscal year 2020. Revenue fell 93% from the prior year — a significant decline worth monitoring. Expenses of $91K exceeded revenue, resulting in a 635% operating deficit.

Mission

A LIFE STORY FOUNDATIONS MISSION IS TO RAISE AWARENESS AND CREATE ACTION TO DISCOVER EFFECTIVE TREATMENTS AND ULTIMATELY A CURE FOR ALS

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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 (2020)

Revenue Breakdown

Contributions & Grants $10,002

Program Service Revenue $0

Investment Income $2,323

Other Revenue $0

TOTAL REVENUE $12,325

Expense Breakdown

Grants Paid $9,289

Salaries & Benefits $41,939

Fundraising Expenses $2,764

Program Expenses $77,076

Other Expenses $39,383

TOTAL EXPENSES $90,611

Year-over-Year Comparison

	2020	2019	Change
Revenue	$12,325	$175,352	-0.9%
Expenses	$90,611	$149,171	-0.4%
Net Income	$-78,286	$26,181	-4.0%

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

Volunteers

N/A

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

$38,959

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN MOSLEY	DIRECTOR	1.000	Director	$0	$0	$0
DIANE SANDERS	DIRECTOR	1.000	Director	$0	$0	$0
JULIE SWAN	TREASURERSECRETARY	5.000	Officer Director	$0	$0	$0
KEVIN SWAN	PRESIDENT	20.00	Officer	$0	$0	$0
SHAINA SWAN	ADMINISTRATOR	40.00	Key Emp	$38,959	$0	$38,959

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
2021	$12,325	$90,611	No data	$-78,286
2020	$175,352	$149,171	$111,417	$26,181
2019	$156,129	$195,877	$141,567	$-39,748

A LIFE STORY FOUNDATION