THE NATHANIEL FOUNDATION INC (EIN 760453518) - 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

1994

Legal Domicile

Principal Officer

PAUL J SARVADI

Phone

2813483280

Tax Period

2024-01-01 to 2024-12-31

THE NATHANIEL FOUNDATION INC, founded in 1994, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.4M in total revenue in fiscal year 2024. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $3.9M left a modest 12% surplus.

Mission

SUPPORT 501(C)(3) ORGANIZATIONS

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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 $4,142,788

Program Service Revenue $0

Investment Income $124,426

Other Revenue $146,628

TOTAL REVENUE $4,413,842

Expense Breakdown

Grants Paid $2,417,825

Salaries & Benefits $714,462

Fundraising Expenses $0

Program Expenses $3,568,474

Other Expenses $759,108

TOTAL EXPENSES $3,891,395

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,413,842	$5,717,432	-0.2%
Expenses	$3,891,395	$5,252,335	-0.3%
Net Income	$522,447	$465,097	+0.1%

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
PAUL JAY SARVADI	TRUSTEE	0.80	Director	$0	$0	$0
VICKI DENISE SARVADI	TRUSTEE	4.00	Director	$0	$0	$0
MICHAEL C RIDDLE	TRUSTEE	2.00	Director	$0	$0	$0
BRON BARKLEY	TRUSTEE	0.40	Director	$0	$0	$0
RICHARD RAWSON	TRUSTEE	0.40	Director	$0	$0	$0
DAWN RAWSON	TRUSTEE	0.40	Director	$0	$0	$0
CYNTHIA HEATON	TRUSTEE	0.50	Director	$0	$0	$0
JOHN PAUL BARKLEY	TRUSTEE	10.00	Director	$0	$0	$0
DIANA ALEXANDER	TRUSTEE	0.30	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	$4,413,842	$3,891,395	$4,260,489	$522,447
2023	$5,717,432	$5,252,335	$3,687,683	$465,097
2022	$5,110,538	$5,144,194	$4,142,664	$-33,656
2021	$5,276,804	$4,446,515	$3,539,345	$830,289
2020	$1,829,816	$3,256,399	$4,436,594	$-1,426,583
2019	$4,160,817	$4,261,528	$4,415,148	$-100,711
2018	$4,822,169	$3,922,105	$4,940,382	$900,064

THE NATHANIEL FOUNDATION INC