Seven Acres Foundation (EIN 822637129) - 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

2018

Legal Domicile

Principal Officer

Brooke Isaak

Phone

5096709058

Tax Period

2024-01-01 to 2024-12-31

Seven Acres Foundation, founded in 2018, is a small nonprofit in the Human Services sector that reported $767K in total revenue in fiscal year 2024. Revenue fell 63% from the prior year — a significant decline worth monitoring. Expenses of $1.3M exceeded revenue, resulting in a 76% operating deficit.

Mission

To be a hub that connects people, resources, and activities to each other in ways that enhance the quality of life in the Lake Chelan Valley.

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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 $697,743

Program Service Revenue $71,239

Investment Income $1

Other Revenue $-2,038

TOTAL REVENUE $766,945

Expense Breakdown

Grants Paid $0

Salaries & Benefits $83,750

Fundraising Expenses $200,318

Program Expenses $404,194

Other Expenses $1,264,922

TOTAL EXPENSES $1,348,672

Year-over-Year Comparison

	2024	2023	Change
Revenue	$766,945	$2,052,899	-0.6%
Expenses	$1,348,672	$824,979	+0.6%
Net Income	$-581,727	$1,227,920	-1.5%

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

N/A

Employees

N/A

Volunteers

N/A

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
Maribel Cruz	Executive Director	40.00		$83,750	$0	$83,750
Benjamin Williams	Director	2.00	Director	$0	$0	$0
April Williams	Director	2.00	Director	$0	$0	$0
Kyle Plew	Director	2.00	Director	$0	$0	$0
Brian Hendricks	Director	2.00	Director	$0	$0	$0
Adam Rynd	Director	2.00	Director	$0	$0	$0
Scott Hutchinson	Director	2.00	Director	$0	$0	$0
Brett LaMar	Director	2.00	Director	$0	$0	$0
Danielle Harden	Director	2.00	Director	$0	$0	$0
Erin Shagren	Secretary	2.00	Officer	$0	$0	$0
Brooke Isaak	President	15.00	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	$766,945	$1,348,672	$20,806,069	$-581,727
2023	$2,052,899	$824,979	$20,283,004	$1,227,920
2022	$5,517,830	$257,026	$16,411,306	$5,260,804
2021	$1,072,011	$84,686	$3,728,640	$987,325
2020	$2,411,806	$283,444	$2,741,315	$2,128,362
2019	$683,451	$82,929	$612,953	$600,522

Seven Acres Foundation