TRIDENT FOUNDATION (EIN 462668662) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2013

Legal Domicile

Principal Officer

LARRY RICHARDSON

Phone

2285966280

Tax Period

2023-05-01 to 2024-04-30

TRIDENT FOUNDATION, founded in 2013, is a small nonprofit in the Public & Societal Benefit sector that reported $554K in total revenue in fiscal year 2023. Revenue surged 754% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE FUNDS AND SUUPORT FOR THOSE IN NEED BY SUPPORTING LOCAL CHARITIES, ORGANIZATIONS, AND FUNDRAISERS. THROUGH OUR EFFORTS, WE AIM TO IMPROVE THE LIVES OF INDIVIDUALS AND COMMUNITIES IN OUR REGION.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $533,302

Program Service Revenue $0

Investment Income $0

Other Revenue $20,562

TOTAL REVENUE $553,864

Expense Breakdown

Grants Paid $561,582

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $567,462

Other Expenses $9,034

TOTAL EXPENSES $570,616

Year-over-Year Comparison

	2023	2022	Change
Revenue	$553,864	$64,886	+7.5%
Expenses	$570,616	$55,139	+9.3%
Net Income	$-16,752	$9,747	-2.7%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
ARTURO MEDINA	TREASURER	5.00	Officer	$0	$0	$0
PHILLIP POGUE	VICE-PRESIDE	5.00	Officer	$0	$0	$0
LARRY RICHARDSON	PRESIDENT	5.00	Officer	$0	$0	$0
WILLIAM SCHMID	SECRETARY	5.00	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
2024	$553,864	$570,616	$17,968	$-16,752
2024	$668,865	$670,616	$17,968	$-1,751

TRIDENT FOUNDATION