MISS TRISTAN FOUNDATION (EIN 820819337) - 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

2017

Legal Domicile

Phone

2102872525

Tax Period

2024-01-01 to 2024-12-31

MISS TRISTAN FOUNDATION, founded in 2017, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $421K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $72K, a strong 17% operating margin.

Mission

PROMOTE DROWNING AWARENESS, WATER SAFETY EDUCATION AND TEACH CHILDREN TO SWIM

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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 $112,792

Program Service Revenue $307,904

Investment Income $0

Other Revenue $0

TOTAL REVENUE $420,696

Expense Breakdown

Grants Paid $187,660

Salaries & Benefits $122,531

Fundraising Expenses $0

Program Expenses $324,117

Other Expenses $38,688

TOTAL EXPENSES $348,879

Year-over-Year Comparison

	2024	2023	Change
Revenue	$420,696	$364,137	+0.2%
Expenses	$348,879	$368,632	-0.1%
Net Income	$71,817	$-4,495	-17.0%

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
AMY CALDERON	DIRECTOR	5.00	Director	$0	$0	$0
TRICIA LOPEZ	DIRECTOR	5.00	Director	$0	$0	$0
LISA MCGINN	DIRECTOR	5.00	Director	$0	$0	$0
ERIKA MOE	DIRECTOR	0.00	Director	$0	$0	$0
JEFF MOE	DIRECTOR	5.00	Director	$0	$0	$0
TINA PEEBLES	DIRECTOR	0.00	Director	$0	$0	$0
SUZANNE STRAW	DIRECTOR	5.00	Director	$0	$0	$0
JOE W BYRD JR	PRESIDENT	40.00	Officer Director	$0	$0	$0
DANIELLE BEADLE	SECRETARY	5.00	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
2024	$420,696	$348,879	$101,424	$71,817
2023	$364,137	$368,632	$30,697	$-4,495

MISS TRISTAN FOUNDATION