THE INCARNATION FOUNDATION (EIN 752222101) - 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

1988

Legal Domicile

Principal Officer

Robert Dransfield

Phone

2145215101

Tax Period

2023-01-01 to 2023-12-31

THE INCARNATION FOUNDATION, founded in 1988, is a small nonprofit that reported $715K in total revenue in fiscal year 2023. Revenue decreased 20% compared to the prior year. Expenses of $990K exceeded revenue, resulting in a 38% operating deficit.

Mission

SUPPORT OF THE CHURCH OF THE INCARNATION THROUGH EFFECTIVE INVESTMENT MANAGEMENT AND DISTRIBUTION OF GRANTS.

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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 $3,317

Program Service Revenue $3,250

Investment Income $706,590

Other Revenue $2,292

TOTAL REVENUE $715,449

Expense Breakdown

Grants Paid $937,658

Salaries & Benefits $18,923

Fundraising Expenses $0

Program Expenses $942,588

Other Expenses $33,335

TOTAL EXPENSES $989,916

Year-over-Year Comparison

	2023	2022	Change
Revenue	$715,449	$890,660	-0.2%
Expenses	$989,916	$190,808	+4.2%
Net Income	$-274,467	$699,852	-1.4%

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
Brad Todd	Board Member	1	Director	$0	$0	$0
Robert Dransfield	President	1	Officer Director	$0	$0	$0
Andy Welch	Vice President	1	Officer Director	$0	$0	$0
Rebel Robertson	Treasurer	1	Officer Director	$0	$0	$0
Lauren Palmer	Assistant Treasurer	1	Officer Director	$0	$0	$0
Joseph Chumlea	Board Member	1	Director	$0	$0	$0
Drew Crichton	Board Member	1	Director	$0	$0	$0
Jann Mackey	Board Member	1	Director	$0	$0	$0
Carol Montgomery	Board Member	1	Director	$0	$0	$0
Ryan Small	Board Member	1	Director	$0	$0	$0
Jennifer Hargrave	Board Member	1	Director	$0	$0	$0
Dow Crocker	Board Member	1	Director	$0	$0	$0
Holland Gary	Board Member	1	Officer Director	$0	$0	$0
Zach Wooldridge	Board Member	1	Director	$0	$0	$0
David Krause	Board Member	1	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	$715,449	$989,916	$16,360,634	$-274,467
2022	$890,660	$190,808	$14,981,411	$699,852
2021	$1,137,419	$288,497	$17,173,622	$848,922
2020	$366,796	$365,456	$14,799,195	$1,340
2019	$745,123	$220,092	$13,422,117	$525,031
2018	$3,663,670	$490,004	$11,096,682	$3,173,666

THE INCARNATION FOUNDATION