The Dr Robert F Thomas Foundation Inc (EIN 581537582) - 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

1983

Legal Domicile

Principal Officer

Jeannie Allen

Phone

8653745329

Tax Period

2023-01-01 to 2023-12-31

The Dr Robert F Thomas Foundation Inc, founded in 1983, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $154K in total revenue in fiscal year 2023. Revenue fell 76% from the prior year — a significant decline worth monitoring. Expenses of $326K exceeded revenue, resulting in a 112% operating deficit.

Mission

To support the programs and services offered by LeConte Medical Center.

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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 $182,314

Program Service Revenue $0

Investment Income $-2,855

Other Revenue $-25,833

TOTAL REVENUE $153,626

Expense Breakdown

Grants Paid $42,050

Salaries & Benefits $0

Fundraising Expenses $69,346

Program Expenses $42,050

Other Expenses $284,147

TOTAL EXPENSES $326,197

Year-over-Year Comparison

	2023	2022	Change
Revenue	$153,626	$635,107	-0.8%
Expenses	$326,197	$314,973	+0.0%
Net Income	$-172,571	$320,134	-1.5%

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

$3,744,011

Key Employees

$307,256

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jeannie Allen	Director/Chair	1.00	Officer Director	$0	$0	$0
Doug Blalock	Director/Vice-Chair	1.00	Officer Director	$0	$0	$0
Lisa B Tarwater	Director/Secretary	1.00	Officer Director	$0	$0	$0
Carol Agee	Director	1.00	Director	$0	$0	$0
Harriet Berrier	Director	1.00	Director	$0	$0	$0
George E Hawkins	Director (through July 2023)	1.00	Director	$0	$0	$0
Stefanie A Johnson	Director	1.00	Director	$0	$0	$0
Chris Massie	Director	1.00	Director	$0	$0	$0
Linda Ogle	Director	1.00	Director	$0	$0	$0
Jama Spicer Sutton	Director	1.00	Director	$0	$0	$0
Paul Swafford	Director	1.00	Director	$0	$43,518	$289,739
Aaron M Burns	LeConte President & CAO	1.00	Director	$0	$29,735	$339,013
James D VanderSteeg	President & CEO	1.00	Director	$0	$352,568	$3,115,259
Patrick J Birmingham IV	VP of Philanthropy	8.00	Key Emp	$0	$39,832	$307,256

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	$153,626	$326,197	$7,404,301	$-172,571
2022	$635,107	$314,973	$7,366,575	$320,134
2021	$633,869	$335,136	$7,151,628	$298,733
2021	$427,674	$128,941	$7,151,628	$298,733
2020	$564,921	$421,814	$6,509,821	$143,107
2020	$564,921	$421,814	$6,509,821	$143,107
2019	$208,268	$446,536	$6,053,969	$-238,268
2018	$463,460	$399,984	$6,219,298	$63,476

The Dr Robert F Thomas Foundation Inc