Helen Keller Foundation Inc (EIN 621676384) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1995

Legal Domicile

Principal Officer

Robert Morris MD

Phone

2059339389

Tax Period

2023-10-01 to 2024-09-30

Helen Keller Foundation Inc, founded in 1995, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $278K in total revenue in fiscal year 2017. Revenue fell 28% from the prior year — a significant decline worth monitoring. Expenses of $247K left a modest 11% surplus.

Mission

To operate as a supporting organization for Helen Keller Foundation for Research & Education, Inc. and act as a vehicle for the solicitation of developmental grants from corporations.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $170,573

Program Service Revenue $0

Investment Income $92,040

Other Revenue $0

TOTAL REVENUE $262,613

Expense Breakdown

Grants Paid $150,000

Salaries & Benefits $50,756

Fundraising Expenses $0

Program Expenses $150,000

Other Expenses $72,598

TOTAL EXPENSES $273,354

Year-over-Year Comparison

	2023	2022	Change
Revenue	$262,613	$136,911	+0.9%
Expenses	$273,354	$337,833	-0.2%
Net Income	$-10,741	$-200,922	-0.9%

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

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

$91,871

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dr Robert Morris	President	10.00	Officer Director	$0	$0	$0
Mrs Keller Johnson Thompson	Board Member	1.00	Director	$0	$0	$91,871
Mr Ronald Levitt	Secretary	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
2024	$262,613	$273,354	$2,432,303	$-10,741
2023	$136,911	$337,833	$2,243,650	$-200,922
2022	$2,286,431	$345,577	$2,223,677	$1,940,854
2021	$165,293	$213,093	$533,067	$-47,800
2020	$194,761	$237,890	$580,746	$-43,129
2019	$348,500	$254,576	$617,582	$93,924
2018	$277,565	$246,651	$523,538	$30,914

Helen Keller Foundation Inc