THANKS MOM & DAD FUND INC (EIN 651164523) - 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

2001

Legal Domicile

Phone

4044106311

Tax Period

2023-01-01 to 2023-12-31

THANKS MOM & DAD FUND INC, founded in 2001, is a small nonprofit in the Human Services sector that reported $173K in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $39K, a strong 23% operating margin.

Mission

THANKS MOM AND DAD FUND honors PARENTS, GRANDPARENTS, AND MENTORS BY SUPPORTING PROGRAMS AND SERVICES FOR OLDER ADULTS and their caregivers.

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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 $152,163

Program Service Revenue $7,500

Investment Income $13,465

Other Revenue $0

TOTAL REVENUE $173,128

Expense Breakdown

Grants Paid $82,693

Salaries & Benefits $36,685

Fundraising Expenses $13

Program Expenses $84,693

Other Expenses $14,423

TOTAL EXPENSES $133,801

Year-over-Year Comparison

	2023	2022	Change
Revenue	$173,128	$198,135	-0.1%
Expenses	$133,801	$120,744	+0.1%
Net Income	$39,327	$77,391	-0.5%

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

$36,685

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LATASHA BOND WILLIAMS	INT. EXEC. DIR.	33.00	Officer	$36,685	$0	$36,685
TOM BAXTER	BOARD MEMBER	2.00	Director	$0	$0	$0
JOCELYN DORSEY	BOARD MEMBER	2.00	Director	$0	$0	$0
DANNY JOHNSON	BOARD MEMBER	2.00	Director	$0	$0	$0
YOUNG CHANG	BOARD MEMBER	2.00	Director	$0	$0	$0
FRANCES J FOWLER	BOARD MEMBER	2.00	Director	$0	$0	$0
MELVIN LINDSEY	BOARD MEMBER	2.00	Director	$0	$0	$0
JAMES J BULOT PHD	BOARD MEMBER	2.00	Director	$0	$0	$0
PAUL BLACK	BOARD MEMBER	2.00	Director	$0	$0	$0
T JACKSON KEENAN	Treasurer	2.00	Officer Director	$0	$0	$0
JENNIFER HEUVELMAN	Secretary	2.00	Officer Director	$0	$0	$0
MAUREEN KELLY	President	25.00	Officer 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	$173,128	$133,801	$618,139	$39,327
2022	$198,135	$120,744	$558,318	$77,391
2021	$306,652	$225,210	$540,660	$81,442
2020	$392,215	$344,268	$490,131	$47,947

THANKS MOM & DAD FUND INC