VERBENA FOUNDATION INC (EIN 465684692) - 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

FRANK J SIZEMORE III

Phone

3164165253

Tax Period

2023-01-01 to 2023-12-31

VERBENA FOUNDATION INC, founded in 2014, is a small nonprofit in the Religion sector that reported $291K in total revenue in fiscal year 2023. Revenue surged 32% from the prior year, signaling strong growth momentum. Expenses of $281K left a modest 4% surplus.

Mission

TO OFFER SPIRITUAL DIRECTION.

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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 (2023)

Revenue Breakdown

Contributions & Grants $292,474

Program Service Revenue $0

Investment Income $-1,194

Other Revenue $0

TOTAL REVENUE $291,280

Expense Breakdown

Grants Paid $13,908

Salaries & Benefits $206,307

Fundraising Expenses $0

Program Expenses $275,940

Other Expenses $60,512

TOTAL EXPENSES $280,727

Year-over-Year Comparison

	2023	2022	Change
Revenue	$291,280	$220,512	+0.3%
Expenses	$280,727	$275,001	+0.0%
Net Income	$10,553	$-54,489	-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

$193,552

Total Directors

$193,552

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRANK J SIZEMORE III	EXECUTIVE DI	40.00	Officer Director	$136,000	$57,552	$193,552
BRIAN BAUER	PRESIDENT	1.00	Officer Director	$0	$0	$0
MICAH S DERR	TREASURER	2.00	Officer Director	$0	$0	$0
MILES HONEYCUTT	DIRECTOR	N/A	Director	$0	$0	$0
AIMEE MINNICH	DIRECTOR	N/A	Director	$0	$0	$0
KATIE MCNERNEY	SECRETARY	1.00	Officer Director	$0	$0	$0
MARY KATHERINE PETERS	DIRECTOR	N/A	Director	$0	$0	$0
YASSER YOUSSEF	DIRECTOR	N/A	Director	$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	No data	No data	No data	No data
2023	$291,280	$280,727	$403,141	$10,553
2022	$220,512	$275,001	$396,779	$-54,489
2021	$434,279	$209,264	$450,140	$225,015
2020	$284,511	$220,629	$249,507	$63,882
2019	$236,060	$211,733	$164,095	$24,327
2018	$275,838	$211,607	$136,698	$64,231
2017	$270,187	$201,751	$73,417	$68,436

VERBENA FOUNDATION INC