THE BEAR FOUNDATION (EIN 823616161) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2017

Legal Domicile

Principal Officer

GEORGE WIENOLD

Phone

8472221900

Tax Period

2024-01-01 to 2024-12-31

THE BEAR FOUNDATION, founded in 2017, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $208K in total revenue in fiscal year 2024. The organization ran a surplus of $33K, a strong 16% operating margin.

Mission

THE BEAR FOUNDATION WAS FOUNDED FOR THE PURPOSE OF RAISING CHARITABLE FUNDS AND MAKING GRANTS TO ORGANIZATIONS RECOGNIZED AS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3).

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $208,250

Program Service Revenue $0

Investment Income $243

Other Revenue $0

TOTAL REVENUE $208,493

Expense Breakdown

Grants Paid $173,095

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $173,095

Other Expenses $2,158

TOTAL EXPENSES $175,253

Year-over-Year Comparison

	2024	2023	Change
Revenue	$208,493	$195,066	+0.1%
Expenses	$175,253	$134,154	+0.3%
Net Income	$33,240	$60,912	-0.5%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
GEORGE WIENOLD	PRESIDENT	1.00	Officer Director	$0	$0	$0
JAMES WIENOLD	SECRETARY AND TREASURER	1.00	Officer Director	$0	$0	$0
SCOTT KURINSKY	DIRECTOR	1.00	Director	$0	$0	$0
H DENNIS HILL	DIRECTOR	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
2024	$208,493	$175,253	$156,635	$33,240
2021	$109,011	$46,274	$81,641	$62,737
2020	$155,030	$170,715	$44,904	$-15,685
2019	$297,598	$369,320	$34,589	$-71,722
2018	$340,236	$248,191	$106,311	$92,045

THE BEAR FOUNDATION