RAY & CHARYL SCHROEDER GRACE FOUNDATION (EIN 571026207) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1996

Legal Domicile

Principal Officer

CHARYL SCHROEDER

Phone

8644203087

Tax Period

2021-01-01 to 2021-12-31

RAY & CHARYL SCHROEDER GRACE FOUNDATION, founded in 1996, is a small nonprofit in the Health Care sector that reported $101K in total revenue in fiscal year 2021. Revenue surged 152% from the prior year, signaling strong growth momentum. Expenses of $179K exceeded revenue, resulting in a 77% operating deficit.

Mission

WE EXIST TO SUPPORT ANYTHING OR ANYONE ENRICHING THE QUALITY OF LIFE, PRIMARILY AT THE END OF LIFE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $101,082

Other Revenue $0

TOTAL REVENUE $101,082

Expense Breakdown

Grants Paid $151,694

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $151,694

Other Expenses $27,457

TOTAL EXPENSES $179,151

Year-over-Year Comparison

	2021	2020	Change
Revenue	$101,082	$40,170	+1.5%
Expenses	$179,151	$75,298	+1.4%
Net Income	$-78,069	$-35,128	+1.2%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
CHARYL SCHROEDER	PRESIDENT	4.00	Officer Director	$0	$0	$0
JOHN SWIFT	TREASURER	1.00	Officer Director	$0	$0	$0
CONNIE DEAN	ASSISTANT TREASURER	1.00	Officer Director	$0	$0	$0
JR SCHROEDER	DIRECTOR	1.00	Officer Director	$0	$0	$0
CAMILLE SCHROEDER TEMPLE	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
2021	$101,082	$179,151	$3,288,368	$-78,069
2020	$40,170	$75,298	$3,058,053	$-35,128
2019	$74,769	$56,347	$2,915,450	$18,422
2018	$14,311	$142,969	$2,812,541	$-128,658

RAY & CHARYL SCHROEDER GRACE FOUNDATION