YELLOW ROOF FOUNDATION (EIN 830606549) - 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

LORI SANSON

Phone

9256850110

Tax Period

2023-01-01 to 2023-12-31

YELLOW ROOF FOUNDATION, founded in 2018, is a small nonprofit in the Housing & Shelter sector that reported $914K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $858K, a strong 94% operating margin.

Mission

TO PROVIDE AFFORDABLE HOUSING OPPORTUNITIES FOR FAMILIES AND INDIVIDUALS

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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 (2023)

Revenue Breakdown

Contributions & Grants $960,598

Program Service Revenue $0

Investment Income $20,407

Other Revenue $-67,408

TOTAL REVENUE $913,597

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $55,440

Other Expenses $55,440

TOTAL EXPENSES $55,440

Year-over-Year Comparison

	2023	2022	Change
Revenue	$913,597	$801,457	+0.1%
Expenses	$55,440	$80,959	-0.3%
Net Income	$858,157	$720,498	+0.2%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
KAREN MONTERO	CFO	Officer Director	$0	$0	$0
DAVE SANSON	DIRECTOR	Director	$0	$0	$0
TRENT SANSON	DIRECTOR	Director	$0	$0	$0
RYAN PARLETT	DIRECTOR	Director	$0	$0	$0
LORI SANSON	PRESIDENT	Officer Director	$0	$0	$0
DANA TSUBOTA	SECRETARY	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	No data	No data	No data	No data
2023	$913,597	$55,440	$3,468,610	$858,157
2022	$801,457	$80,959	$2,607,347	$720,498
2021	$562,651	$23,086	$1,709,380	$539,565
2020	$700,089	$22,975	$901,504	$677,114
2019	$103,125	$24,203	$104,279	$78,922

YELLOW ROOF FOUNDATION