THE LITTLE BEAR FOUNDATION

EIN: 825526588 501(c)(3)

SPANISH FORK, UT

Total Revenue
$117,149
Total Expenses
$57,122
Total Assets
$80,766
Net Assets
$80,766
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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
UT
Principal Officer
WARREN RICKS
Phone
8015097221
Tax Period
2020-01-01 to 2020-12-31

THE LITTLE BEAR FOUNDATION, founded in 2018, is a small nonprofit that reported $117K in total revenue in fiscal year 2020. Revenue surged 736% from the prior year, signaling strong growth momentum. The organization ran a surplus of $60K, a strong 51% operating margin.

Mission

PROVIDE EDUCATIONAL GRANTS

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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%)

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Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $117,136
Program Service Revenue $0
Investment Income $13
Other Revenue $0
TOTAL REVENUE $117,149

Expense Breakdown

Grants Paid $56,847
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $56,847
Other Expenses $275
TOTAL EXPENSES $57,122

Year-over-Year Comparison

2020 2019 Change
Revenue $117,149 $14,005 +7.4%
Expenses $57,122 $3,665 +14.6%
Net Income $60,027 $10,340 +4.8%
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

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Governance

Voting Members
3
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
2
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
WARREN RICKS DIRECTOR 1.000
Officer Director
$0 $0 $0
JAMES DOWNWARD DIRECTOR 1.000
Officer Director
$0 $0 $0
TINA WEIPERT DIRECTOR 0.300
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
2020 $117,149 $57,122 $80,766 $60,027
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