SPB HOSPITALITY FOUNDATION (EIN 841560829) - 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

2001

Legal Domicile

Principal Officer

RYAN RUSSELL

Phone

8326223175

Tax Period

2023-01-01 to 2023-12-31

SPB HOSPITALITY FOUNDATION, founded in 2001, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $57K in total revenue in fiscal year 2023. Revenue surged 111% from the prior year, signaling strong growth momentum. Expenses of $84K exceeded revenue, resulting in a 46% operating deficit.

Mission

THE ORGANIZATION'S MISSION IS TO ASSIST TEAMMATES IN CRISIS, INSPIRE CULTURE OF GIVING AND POSITIVELY IMPACT THE COMMUNITIES WHERE SPB HOSPITALITY OPERATES.

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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 $53,975

Program Service Revenue $0

Investment Income $3,374

Other Revenue $0

TOTAL REVENUE $57,349

Expense Breakdown

Grants Paid $45,208

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $53,981

Other Expenses $38,778

TOTAL EXPENSES $83,986

Year-over-Year Comparison

	2023	2022	Change
Revenue	$57,349	$27,191	+1.1%
Expenses	$83,986	$495,620	-0.8%
Net Income	$-26,637	$-468,429	-0.9%

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

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

$1,110,297

Total Directors

$1,110,297

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSH KERN	BOARD CHAIR	1.00	Officer Director	$0	$0	$465,696
JESSICA HAGGLER	TREASURER	1.00	Officer Director	$0	$0	$399,606
SCOTT ADAMS	SECRETARY	1.00	Officer Director	$0	$0	$244,995

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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$57,349	$83,986	$571,473	$-26,637
2022	$27,191	$495,620	$595,438	$-468,429
2021	$553,950	$427,907	$1,087,191	$126,043
2020	$709,536	$149,909	$1,013,632	$559,627
2019	$228,330	$377,067	$457,354	$-148,737

SPB HOSPITALITY FOUNDATION