OLIVIA CALDWELL FOUNDATION INC (EIN 464209103) - 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

TYLER STARK

Phone

3073331273

Tax Period

2025-01-01 to 2025-12-31

OLIVIA CALDWELL FOUNDATION INC, founded in 2013, is a small nonprofit in the Diseases & Disorders sector that reported $604K in total revenue in fiscal year 2025. Revenue fell 24% from the prior year — a significant decline worth monitoring.

Mission

RAISING FUNDS FOR PEDIATRIC CANCER RESEARCH.

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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 $244,872

Program Service Revenue $0

Investment Income $22,474

Other Revenue $336,309

TOTAL REVENUE $603,655

Expense Breakdown

Grants Paid $180,000

Salaries & Benefits $294,998

Fundraising Expenses $17,763

Program Expenses $569,677

Other Expenses $155,499

TOTAL EXPENSES $630,497

Year-over-Year Comparison

	2025	2024	Change
Revenue	$603,655	$790,256	-0.2%
Expenses	$630,497	$679,556	-0.1%
Net Income	$-26,842	$110,700	-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

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

$85,791

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALISHA COLLINS	SECRETARY	1.00	Officer Director	$0	$0	$0
BROWN EWING	PRESIDENT	1.00	Officer Director	$0	$0	$0
TYLER STARK	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MARISSA BEARD	DIRECTOR	1.00	Director	$0	$0	$0
ANNA STUDER	DIRECTOR	1.00	Director	$0	$0	$0
AUSTIN HINCHEY	DIRECTOR	1.00	Director	$0	$0	$0
JENS HANSEN	TREASURER	1.00	Officer Director	$0	$0	$0
KELSEY GORRIE	DIRECTOR	1.00	Director	$0	$0	$0
DANA BONANDER	DIRECTOR	1.00	Director	$0	$0	$0
KODY PIVIK	DIRECTOR	1.00	Director	$0	$0	$0
ASHLEY VONDRA	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE SMITH	DIRECTOR	1.00	Director	$0	$0	$0
JOSHUA MARQUEZ	DIRECTOR	1.00	Director	$0	$0	$0
DREW BALLEW	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN REUTNER	DIRECTOR	1.00	Director	$0	$0	$0
PHILLIP COOPER	DIRECTOR	1.00	Director	$0	$0	$0
CANDICE FRUDE	DIRECTOR	1.00	Director	$0	$0	$0
BRAD LONG	DIRECTOR	1.00	Director	$0	$0	$0
KATIE BURCHETT	CEO	40.00	Officer	$85,791	$0	$85,791

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	$603,655	$630,497	$766,922	$-26,842
2024	$790,256	$679,556	$757,152	$110,700
2023	$611,939	$556,080	$636,959	$55,859
2022	$603,115	$463,549	$555,261	$139,566
2021	$646,904	$390,601	$443,268	$256,303
2020	$370,251	$324,360	$186,965	$45,891
2019	$332,148	$265,377	$120,882	$66,771

OLIVIA CALDWELL FOUNDATION INC