UNCLE BOB FOUNDATION (EIN 841312086) - 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

1995

Legal Domicile

Principal Officer

CHERYL STROUSE

Phone

9706253589

Tax Period

2023-01-01 to 2023-12-31

UNCLE BOB FOUNDATION, founded in 1995, is a micro nonprofit in the Housing & Shelter sector that reported $6K in total revenue in fiscal year 2023. Revenue surged 74% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2K, a strong 42% operating margin.

Mission

TO PROVIDE DOWN PAYMENT ASSISTANCE TO FIRST TIME HOMEBUYERS.

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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 $0

Program Service Revenue $0

Investment Income $5,984

Other Revenue $0

TOTAL REVENUE $5,984

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,500

Other Expenses $3,500

TOTAL EXPENSES $3,500

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,984	$3,433	+0.7%
Expenses	$3,500	$2,550	+0.4%
Net Income	$2,484	$883	+1.8%

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

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

$75,496

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACK PALOMINO	VICE CHAIR	N/A	Director	$0	$0	$0
STEPHEN HUBER	BOARD MEMBER	N/A	Director	$0	$0	$0
LINDA HANSEN	BOARD MEMBER	N/A	Director	$0	$0	$0
MONIQUE SPEAKMAN	CHAIR PERSON	N/A	Director	$0	$0	$0
CHERYL STROUSE	EXECUTIVE DI	40.00	Officer	$0	$0	$75,496
DAVE ROBERTS	BOARD MEMBER	N/A	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	$5,984	$3,500	$309,669	$2,484
2022	$3,433	$2,550	$307,185	$883
2021	$27,081	$84,906	$306,302	$-57,825
2020	$111,074	$23,619	$364,127	$87,455
2019	$283,047	$8,488	$276,672	$274,559

UNCLE BOB FOUNDATION