Nathan Yip Foundation (EIN 820549095) - 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

2002

Legal Domicile

Principal Officer

Debby Buescher

Phone

3038178400

Tax Period

2024-01-01 to 2024-12-31

Nathan Yip Foundation, founded in 2002, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $382K in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $454K exceeded revenue, resulting in a 19% operating deficit.

Mission

TO MAKE CONTRIBUTIONS TO SUPPORT EDUCATION IN RURAL COLORADO.

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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 $277,070

Program Service Revenue $0

Investment Income $33,691

Other Revenue $71,037

TOTAL REVENUE $381,798

Expense Breakdown

Grants Paid $194,310

Salaries & Benefits $101,388

Fundraising Expenses $57,692

Program Expenses $318,148

Other Expenses $158,789

TOTAL EXPENSES $454,487

Year-over-Year Comparison

	2024	2023	Change
Revenue	$381,798	$485,799	-0.2%
Expenses	$454,487	$440,210	+0.0%
Net Income	$-72,689	$45,589	-2.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lisa McDonald	Director	1.00	Director	$0	$0	$0
Barbara Laff	Director	1.00	Director	$0	$0	$0
Andrew Garnett	Director	1.00	Director	$0	$0	$0
Debby Buescher	Treasurer	2.00	Officer Director	$0	$0	$0
Alan Frosh	President	1.00	Officer Director	$0	$0	$0
Joseph Wagner	Director	1.00	Director	$0	$0	$0
Rajesh Babu	Vice President	1.00	Officer Director	$0	$0	$0
Michael Schaffer	Director	1.00	Director	$0	$0	$0
Jane Netzorg	Director	1.00	Director	$0	$0	$0
Doris Burd	Director	1.00	Director	$0	$0	$0
Priscilla Negreanu	Secretary	1.00	Officer Director	$0	$0	$0
Adrienne Ruston Fitzgibbons	Director	1.00	Director	$0	$0	$0
Cynthia Lee Chan	Director	1.00	Director	$0	$0	$0
Jon Olafson	Director	1.00	Director	$0	$0	$0
Jimmy Yip	Director	4.00	Director	$0	$0	$0
Linda Yip	Director	10.00	Director	$0	$0	$0
Kevin Tung	Director	1.00	Director	$0	$0	$0
Stephanie Tung	Director	1.00	Director	$0	$0	$0
Jason Windmoeller	Director	0.00	Director	$0	$0	$0
Liza Coughlin	Director	0.00	Director	$0	$0	$0
Deborah Yim	Director	0.00	Director	$0	$0	$0
Melly Kinnard	Vice President	0.00	Officer Director	$0	$0	$0
Jill Henwood	Executive Dir.	40.00	Officer	$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	$381,798	$454,487	$557,085	$-72,689
2023	$485,799	$440,210	$628,219	$45,589
2022	$322,718	$243,922	$674,787	$78,796
2022	$129,507	$302,850	$497,618	$-173,343
2021	$209,297	$144,426	$530,956	$64,871

Nathan Yip Foundation