LOIS ROTH FOUNDATION (EIN 521479918) - 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

1987

Legal Domicile

Principal Officer

SKYLER J ARNDT-BRIGGS

Phone

2028103806

Tax Period

2023-07-01 to 2024-06-30

LOIS ROTH FOUNDATION, founded in 1987, is a micro nonprofit that reported $86K in total revenue in fiscal year 2023. Revenue fell 35% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $22K, a strong 26% operating margin.

Mission

FOSTER CROSS-CULTURAL DIALOGUE THROUGH FULBRIGHT & ACADEMIC COLLABORATIONS, AWARDS FOR EXCELLENCE IN CULTURAL DIPLOMACY, AND AWARDS AND SUPPORT FOR LITERATURE & TRANSLATION.

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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 $18,781

Program Service Revenue $0

Investment Income $67,269

Other Revenue $0

TOTAL REVENUE $86,050

Expense Breakdown

Grants Paid $43,800

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $47,710

Other Expenses $20,254

TOTAL EXPENSES $64,054

Year-over-Year Comparison

	2023	2022	Change
Revenue	$86,050	$132,748	-0.4%
Expenses	$64,054	$57,268	+0.1%
Net Income	$21,996	$75,480	-0.7%

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
SKYLER J ARNDT-BRIGGS	CHAIR, TREAS	3.00	Officer Director	$0	$0	$0
ANNE V BARBARO	SECRETARY	3.00	Officer Director	$0	$0	$0
DEBORAH COHN	DIRECTOR	1.00	Director	$0	$0	$0
MARTI ESTELL	DIRECTOR	2.00	Director	$0	$0	$0
STEPHANIE HALLOCK	DIRECTOR	1.00	Director	$0	$0	$0
LISA HELLING	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM ALVARADO RIVERA	DIRECTOR	1.00	Director	$0	$0	$0
KATHERYNE WALKER	DIRECTOR	1.00	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
2025	No data	No data	No data	No data
2024	$86,050	$64,054	$1,045,464	$21,996
2023	$132,748	$57,268	$969,657	$75,480
2023	$132,748	$57,268	$969,657	$75,480
2022	$99,827	$49,604	$859,492	$50,223
2021	$77,162	$35,094	$1,005,224	$42,068
2020	$48,090	$50,342	$829,257	$-2,252
2019	$71,286	$61,419	$819,995	$9,867
2018	$89,922	$39,304	$821,821	$50,618

LOIS ROTH FOUNDATION