CLUTE BARROW NELSON LIFE FOUNDATION INC (EIN 582461659) - 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

1999

Legal Domicile

Principal Officer

DONALD L NELSON

Phone

7065469312

Tax Period

2023-01-01 to 2023-12-31

CLUTE BARROW NELSON LIFE FOUNDATION INC, founded in 1999, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $156K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Net assets of $1.6M represent 127 months of operating reserves.

Mission

THE ORGANIZATION PROVIDES FINANCIAL SUPPORT TO PEDIATRIC CANCER PATIENTS AND THEIR FAMILIES THROUGH REQUESTS RECEIVED THROUGH CANCER CARE CENTERS AND OTHER OFFICIAL AGENCIES.

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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 $102,336

Program Service Revenue $0

Investment Income $53,455

Other Revenue $0

TOTAL REVENUE $155,791

Expense Breakdown

Grants Paid $141,790

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $144,658

Other Expenses $17,910

TOTAL EXPENSES $159,700

Year-over-Year Comparison

	2023	2022	Change
Revenue	$155,791	$139,007	+0.1%
Expenses	$159,700	$110,761	+0.4%
Net Income	$-3,909	$28,246	-1.1%

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
ANN ALLEN	SECRETARY	1.00	Officer Director	$0	$0	$0
HEIDI DAVISON	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVE ESARY	BOARD MEMBER	1.00	Director	$0	$0	$0
RACHEL TATE JOINER	BOARD MEMBER	1.00	Director	$0	$0	$0
KIMBERLY LIEBOWITZ	BOARD MEMBER	1.00	Director	$0	$0	$0
DONALD L NELSON	CHAIRMAN	1.00	Officer Director	$0	$0	$0
PHYLLIS B NELSON	TREASURER	1.00	Officer Director	$0	$0	$0
CATHY PADGETT	BOARD MEMBER	1.00	Director	$0	$0	$0
ROB TREVENA	BOARD MEMBER	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
2024	No data	No data	No data	No data
2023	$155,791	$159,700	$1,645,200	$-3,909
2022	$139,007	$110,761	$1,427,103	$28,246
2021	$210,872	$159,325	$1,786,664	$51,547
2020	$95,869	$86,828	$1,565,208	$9,041
2019	$121,522	$88,868	$1,320,753	$32,654
2018	$113,122	$73,569	$1,046,758	$39,553

CLUTE BARROW NELSON LIFE FOUNDATION INC