Nan Travis Foundation (EIN 752496443) - 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

1993

Legal Domicile

Principal Officer

Tim McRae

Phone

9035410129

Tax Period

2024-01-01 to 2024-12-31

Nan Travis Foundation, founded in 1993, is a micro nonprofit that reported $80K in total revenue in fiscal year 2024. The organization ran a surplus of $78K, a strong 98% operating margin.

Mission

Charitable activities within the mean of Section 501 (c) (3) of the IRS Code 1986 as amended, or the corresponding distributions to entities described herein.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $80,047

Other Revenue $0

TOTAL REVENUE $80,047

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,616

Other Expenses $1,616

TOTAL EXPENSES $1,616

Year-over-Year Comparison

	2024	2023	Change
Revenue	$80,047	N/A	N/A
Expenses	$1,616	N/A	N/A
Net Income	$78,431	N/A	N/A

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
Tim McRae	Chairman	2.00	Officer Director Highest	$0	$0	$0
Robert Cudd	Vice Chairman	2.00	Officer Director	$0	$0	$0
Karen Adams	Secretary	2.00	Officer Director	$0	$0	$0
Bruce Mehlenbacher	Treasurer	2.00	Officer Director	$0	$0	$0
John Anderson	Trustee	2.00	Director	$0	$0	$0
Rose Mary Banks	Trustee	2.00	Director	$0	$0	$0
Brett Brewer	Trustee	2.00	Director	$0	$0	$0
Larry Cigainero	Trustee	2.00	Director	$0	$0	$0
Lana Cook	Trustee	2.00	Director	$0	$0	$0
Cindy Day	Trustee	2.00	Director	$0	$0	$0
Cassie Deviller	Trustee	2.00	Director	$0	$0	$0
Drew Durrett	Trustee	2.00	Director	$0	$0	$0
Jeremy Harmel	Trustee	2.00	Director	$0	$0	$0
Nathen Jones	Trustee	2.00	Director	$0	$0	$0
Patti Low	Trustee	2.00	Director	$0	$0	$0
Joan Malone	Trustee	2.00	Director	$0	$0	$0
Britian McKinney	Trustee	2.00	Director	$0	$0	$0
Terry Morrow	Trustee	2.00	Director	$0	$0	$0
State Senator Robert Nichols	Trustee	2.00	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	$80,047	$1,616	$1,880,529	$78,431
2023	$68,608	$1,829	$1,801,569	$66,779
2022	$9,081	$246,717	$1,734,790	$-237,636
2021	$6,637	$1,717	$1,972,427	$4,920
2020	$12,249	$52,822	$1,967,506	$-40,573
2019	$33,371	$290,081	$2,061,463	$-256,710
2018	$2,255,757	$1,346	$2,318,172	$2,254,411

Nan Travis Foundation