Living for Zachary (EIN 800410066) - 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

2009

Legal Domicile

Principal Officer

Karen Schrah

Phone

9724785959

Tax Period

2024-05-01 to 2025-04-30

Living for Zachary, founded in 2009, is a small nonprofit in the Health Care sector that reported $503K in total revenue in fiscal year 2024. Expenses of $461K left a modest 8% surplus.

Mission

To provide a well-rounded approach to youth heart health, including prevention, education, and response. Programs such as Youth Heart Screenings, AED Donations, SuperHearts for SCA preparedness in schools, and more are provided directly to communities across Texas.

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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 $516,105

Program Service Revenue $0

Investment Income $7,190

Other Revenue $-20,458

TOTAL REVENUE $502,837

Expense Breakdown

Grants Paid $81,316

Salaries & Benefits $221,332

Fundraising Expenses $130,557

Program Expenses $224,762

Other Expenses $158,390

TOTAL EXPENSES $461,038

Year-over-Year Comparison

	2024	2023	Change
Revenue	$502,837	$481,190	+0.0%
Expenses	$461,038	$636,870	-0.3%
Net Income	$41,799	$-155,680	-1.3%

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

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

$85,738

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jessica Cook	Executive Dir.	40.00	Officer	$85,356	$382	$85,738
Karen Schrah	President	1.00	Officer Director	$0	$0	$0
Rik Thrailkill	Director	1.00	Director	$0	$0	$0
August Larson	Director	1.00	Director	$0	$0	$0
Dr Jordan Ezekian	Director	1.00	Director	$0	$0	$0
Hunter Henley	Director	1.00	Director	$0	$0	$0
Steven Hunter	Director	1.00	Director	$0	$0	$0
Kellea Darwin	Secretary	1.00	Officer Director	$0	$0	$0
Darian Jones	Director	1.00	Director	$0	$0	$0
Joe Marquez	Director	1.00	Director	$0	$0	$0
James Tipton	Treasurer	1.00	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
2025	$502,837	$461,038	$530,558	$41,799
2024	$481,190	$636,870	$496,236	$-155,680
2023	$650,166	$555,671	$636,760	$94,495
2022	$454,621	$552,842	$541,806	$-98,221
2021	$399,057	$400,262	$598,856	$-1,205
2020	$536,227	$414,679	$596,968	$121,548
2019	$505,294	$387,251	$482,106	$118,043

Living for Zachary