THE GRACIE FOUNDATION INC (EIN 463824364) - 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

2014

Legal Domicile

Principal Officer

LORI KRUM

Phone

2395225674

Tax Period

2018-01-01 to 2018-12-31

THE GRACIE FOUNDATION INC, founded in 2014, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $73K in total revenue in fiscal year 2018. Revenue fell 50% from the prior year — a significant decline worth monitoring. Expenses of $212K exceeded revenue, resulting in a 189% operating deficit.

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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 (2018)

Revenue Breakdown

Contributions & Grants $18,995

Program Service Revenue $0

Investment Income $54,329

Other Revenue $0

TOTAL REVENUE $73,324

Expense Breakdown

Grants Paid $0

Salaries & Benefits $80,738

Fundraising Expenses $23,568

Program Expenses $175,126

Other Expenses $131,507

TOTAL EXPENSES $212,245

Year-over-Year Comparison

	2018	2017	Change
Revenue	$73,324	$146,544	-0.5%
Expenses	$212,245	$269,694	-0.2%
Net Income	$-138,921	$-123,150	+0.1%

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

$75,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SYDNEY SOMMER	EVENT COORDINATOR	1.00	Director	$0	$0	$0
BARBARA MCCARTHY	EVENT COORDINATOR	1.00	Director	$0	$0	$0
MARK KRUM	BOARD MEMBER	2.00	Director	$0	$0	$0
LORI KRUM	PRESIDENT/TREASURER	40.00	Officer	$75,000	$0	$75,000
ROBERT GERMAIN JR	VICE PRESIDENT	3.00	Officer	$0	$0	$0
KAILA KRUM	SECRETARY	1.00	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
2018	$73,324	$212,245	$720,634	$-138,921

THE GRACIE FOUNDATION INC