SHIRLEY I & HARRIS E ZIP LONG CHARITABLE FOUNDATION INC (EIN 814878048) - 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

JOHN MACBAIN

Phone

7275721400

Tax Period

2024-01-01 to 2024-12-31

SHIRLEY I & HARRIS E ZIP LONG CHARITABLE FOUNDATION INC, founded in 2016, is a micro nonprofit in the Religion sector that reported $50K in total revenue in fiscal year 2024. Revenue surged 50% from the prior year, signaling strong growth momentum. Expenses of $62K exceeded revenue, resulting in a 25% operating deficit.

Mission

TO SUPPORT THE FIRST CHRISTIAN CHURCH OF CLEARWATER

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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 $49,529

Other Revenue $0

TOTAL REVENUE $49,529

Expense Breakdown

Grants Paid $60,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $60,000

Other Expenses $1,926

TOTAL EXPENSES $61,926

Year-over-Year Comparison

	2024	2023	Change
Revenue	$49,529	$33,078	+0.5%
Expenses	$61,926	$36,937	+0.7%
Net Income	$-12,397	$-3,859	+2.2%

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
JOHN A MACBAIN	PRESIDENT	0.10	Officer Director	$0	$0	$0
PAUL DUNHAM	VICE PRESIDENT	0.10	Officer Director	$0	$0	$0
DAVID L LEGAULT	SECRETARY / TREASURER	0.10	Officer Director	$0	$0	$0
JANE HUNT	DIRECTOR (AS OF 5/9/24)	0.10	Director	$0	$0	$0
LAURIE PATTON-SMITH	DIRECTOR (AS OF 10/17/24)	0.10	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	$49,529	$61,926	$642,332	$-12,397
2023	$33,078	$36,937	$645,581	$-3,859
2022	$8,281	$38,390	$645,784	$-30,109
2021	$89,990	$34,306	$715,793	$55,684
2020	$10,191	$38,664	$659,838	$-28,473
2019	$47,018	$37,135	$716,428	$9,883
2018	$36,850	$87,162	$616,087	$-50,312

SHIRLEY I & HARRIS E ZIP LONG CHARITABLE FOUNDATION INC