CLYDE AND HELEN GRAHAM FOUNDATION INC (EIN 811484139) - 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

2016

Legal Domicile

Principal Officer

STEPHEN C FUNK

Phone

3163931377

Tax Period

2023-01-01 to 2023-12-31

CLYDE AND HELEN GRAHAM FOUNDATION INC, founded in 2016, is a micro nonprofit in the Environment sector that reported $22K in total revenue in fiscal year 2023. Revenue surged 58% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5K, a strong 22% operating margin.

Mission

TO PRESERVE THE GRAHAM GARDEN FOR THE ENRICHMENT AND ENJOYMENT OF ALL WHO LOVE NATURE

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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 $8,300

Program Service Revenue $0

Investment Income $13,539

Other Revenue $0

TOTAL REVENUE $21,839

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $14,077

Other Expenses $17,010

TOTAL EXPENSES $17,010

Year-over-Year Comparison

	2023	2022	Change
Revenue	$21,839	$13,803	+0.6%
Expenses	$17,010	$18,308	-0.1%
Net Income	$4,829	$-4,505	-2.1%

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

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
STEPHEN C FUNK	PRESIDENT	9.00	Officer Director	$0	$0	$0
EVAN J FUNK	TREASURER	1.00	Director	$0	$0	$0
TOM MCKIBBAN	SECRETARY	1.00	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
2023	$21,839	$17,010	$560,423	$4,829
2022	$13,803	$18,308	$555,594	$-4,505
2021	$13,017	$20,206	$560,099	$-7,189
2020	$11,821	$9,628	$567,288	$2,193
2018	$1,054	$31,504	$573,674	$-30,450

CLYDE AND HELEN GRAHAM FOUNDATION INC