FRANK & KATHLEEN BLAIR & CHRISTINE THALHEIMER FOUNDATION INC (EIN 562325591) - 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

2003

Legal Domicile

Principal Officer

MARY T ZIMMERMAN

Phone

4102157537

Tax Period

2024-01-01 to 2024-12-31

FRANK & KATHLEEN BLAIR & CHRISTINE THALHEIMER FOUNDATION INC, founded in 2003, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $142K in total revenue in fiscal year 2024. Net assets of $1.8M represent 149 months of operating reserves.

Mission

SUPPORT MEDICAL RESEARCH & EDUCATIONAL INSTITUTIONS FOR THE BENEFIT OF DISADVANTAGED CHILDREN

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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 $0

Program Service Revenue $0

Investment Income $53,239

Other Revenue $88,375

TOTAL REVENUE $141,614

Expense Breakdown

Grants Paid $100,100

Salaries & Benefits $21,000

Fundraising Expenses $0

Program Expenses $121,100

Other Expenses $21,863

TOTAL EXPENSES $142,963

Year-over-Year Comparison

	2024	2023	Change
Revenue	$141,614	$144,146	0.0%
Expenses	$142,963	$137,819	+0.0%
Net Income	$-1,349	$6,327	-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

N/A

Employees

N/A

Volunteers

N/A

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

$21,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY T ZIMMERMAN	PRESIDENT	0.50	Director	$7,000	$0	$7,000
M MARY CLIFFORD	SECRETARY	0.50	Director	$7,000	$0	$7,000
STEVEN JACKSON	TREASURER	0.50	Director	$7,000	$0	$7,000

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	$141,614	$142,963	$1,755,978	$-1,349
2023	$144,146	$137,819	$1,748,787	$6,327
2022	$35,930	$156,780	$1,637,801	$-120,850
2021	$220,622	$161,121	$2,039,845	$59,501
2020	$96,789	$143,624	$1,911,337	$-46,835
2019	$75,721	$129,675	$1,869,636	$-53,954
2018	$133,496	$142,928	$1,671,502	$-9,432

FRANK & KATHLEEN BLAIR & CHRISTINE THALHEIMER FOUNDATION INC