INTL L FRANK BAUM & ALL THINGS OZ HISTORICAL FOUNDATION (EIN 463196967) - 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

2013

Legal Domicile

Principal Officer

Marc R Baum

Phone

3156877772

Tax Period

2024-09-01 to 2025-08-31

INTL L FRANK BAUM & ALL THINGS OZ HISTORICAL FOUNDATION, founded in 2013, is a small nonprofit in the Education sector that reported $133K in total revenue in fiscal year 2024. Expenses of $116K left a modest 12% surplus.

Mission

The purposes or objects for which this organization exists are to educate the public in the writings of L. Frank Baum and other Oz authors; promote research about authors illustrators and other works related to Oz; encourage original writing and other forms of expression about Oz; and honor Oz creator L. Frank Baum his works and his life.

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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 $36,184

Program Service Revenue $42,477

Investment Income $1,689

Other Revenue $52,267

TOTAL REVENUE $132,617

Expense Breakdown

Grants Paid $0

Salaries & Benefits $66,853

Fundraising Expenses $0

Program Expenses $36,533

Other Expenses $49,239

TOTAL EXPENSES $116,092

Year-over-Year Comparison

	2024	2023	Change
Revenue	$132,617	N/A	N/A
Expenses	$116,092	N/A	N/A
Net Income	$16,525	$0	N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Allison Lehr	Museum Manager	40.00	Highest	$46,800	$0	$46,800
Marc Baum	President	30.00	Officer	$0	$0	$0
Monica Kinner	Vice President	30.00	Officer	$0	$0	$0
Mark Sample	Secretary	25.00	Officer	$0	$0	$0
Robert Freunscht	Treasurer	10.00	Officer	$0	$0	$0
Dennis Kulis	Past President	5.00	Officer	$0	$0	$0
Colleen Zimmer	Trustee	15.00		$0	$0	$0
Larry Richardson	Trustee	5.00		$0	$0	$0
Eilis Byrnes	Trusteee	5.00		$0	$0	$0
Lynne Bunce	Trustee	5.00		$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	$132,617	$116,092	$1,368,167	$16,525

INTL L FRANK BAUM & ALL THINGS OZ HISTORICAL FOUNDATION