The Tabitha Foundation Inc (EIN 470636199) - 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

1981

Legal Domicile

Principal Officer

Jon Riewer

Phone

4024837671

Tax Period

2024-01-01 to 2024-09-30

The Tabitha Foundation Inc, founded in 1981, is a community nonprofit in the Health Care sector that reported $1.4M in total revenue in fiscal year 2024. Revenue fell 68% from the prior year — a significant decline worth monitoring. Expenses of $4.9M exceeded revenue, resulting in a 244% operating deficit.

Mission

The Tabitha Foundation operates for the benefits of Tabitha, a 501(c)(3) organization.

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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 $1,222,489

Program Service Revenue $0

Investment Income $214,415

Other Revenue $-1,982

TOTAL REVENUE $1,434,922

Expense Breakdown

Grants Paid $4,647,753

Salaries & Benefits $163,869

Fundraising Expenses $182,003

Program Expenses $4,647,753

Other Expenses $123,224

TOTAL EXPENSES $4,934,846

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,434,922	$4,417,140	-0.7%
Expenses	$4,934,846	$7,231,631	-0.3%
Net Income	$-3,499,924	$-2,814,491	+0.2%

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

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
Mark Hesser	Chair thru 2/15/24	0.10	Officer Director	$0	$0	$0
Eric Shafer	Chair as of 2/15/24	0.10	Officer Director	$0	$0	$0
James Anderson	Vice Chair	0.10	Officer Director	$0	$0	$0
Julie Hogg	Director	0.40	Director	$0	$0	$0
Bryan Seck	Director	0.10	Director	$0	$0	$0
Neal Lyons	Director	0.10	Director	$0	$0	$0
Renee Sjulin	Director	0.10	Director	$0	$0	$0
Clark Anderson	Director	0.10	Director	$0	$0	$0
Kimberly Rath	Director	0.10	Director	$0	$0	$0
Lisa Smith	Director	0.10	Director	$0	$0	$0
Dirk Brom	Director	0.10	Director	$0	$0	$0
William Strain	Director	0.10	Director	$0	$0	$0
Carol Friesen	Director	0.10	Director	$0	$0	$0
Bishop Scott Johnson	Ex-Officio	0.10	Director	$0	$0	$0
Brian Shanks	President & CEO	9.00	Officer	$0	$0	$0
Aimee Baumann	Secretary/Treasurer & CFO	12.00	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	$1,434,922	$4,934,846	$11,744,831	$-3,499,924
2023	$4,417,140	$7,231,631	$12,738,805	$-2,814,491
2022	$2,917,008	$3,746,963	$16,247,232	$-829,955
2021	$10,306,792	$3,352,487	$18,487,506	$6,954,305
2020	$4,501,906	$2,931,068	$15,928,215	$1,570,838

The Tabitha Foundation Inc