THE DIANE S AND P TRAM SESSIONS JR FOUNDATION INC (EIN 631231049) - 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

1999

Legal Domicile

Principal Officer

HB LEE JR

Phone

2059679744

Tax Period

2024-01-01 to 2024-12-31

THE DIANE S AND P TRAM SESSIONS JR FOUNDATION INC, founded in 1999, is a small nonprofit in the Environment sector that reported $438K in total revenue in fiscal year 2018. Revenue fell 22% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $161K, a strong 37% operating margin.

Mission

SUPPORTING CHARITABLE ORGANIZATION TO THE BHAM AUDUBON SOCIETY

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $787,075

Other Revenue $0

TOTAL REVENUE $787,075

Expense Breakdown

Grants Paid $312,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $312,500

Other Expenses $38,466

TOTAL EXPENSES $350,966

Year-over-Year Comparison

	2024	2023	Change
Revenue	$787,075	$600,055	+0.3%
Expenses	$350,966	$332,966	+0.1%
Net Income	$436,109	$267,089	+0.6%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HB LEE JR	PRESIDENT	1.00	Director	$0	$0	$0
HENRY S LYNN JR	TREASURER	1.00	Director	$0	$0	$0
ROBERT G TATE	DIRECTOR	1.00	Director	$0	$0	$0
ANNE W MITCHELL	SECRETARY	1.00	Director	$0	$0	$0
JOE WATTS	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
2024	$787,075	$350,966	$7,527,999	$436,109
2023	$600,055	$332,966	$7,125,561	$267,089
2022	$393,338	$334,789	$6,980,760	$58,549
2021	$768,584	$311,700	$6,942,455	$456,884
2020	$318,503	$278,911	$6,481,146	$39,592
2019	$333,880	$277,690	$6,441,608	$56,190
2018	$437,514	$276,794	$6,390,573	$160,720

THE DIANE S AND P TRAM SESSIONS JR FOUNDATION INC