BRADY OBERG LEGACY FOUNDATION (EIN 842250737) - 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

2015

Legal Domicile

Tax Period

2024-01-01 to 2024-12-31

BRADY OBERG LEGACY FOUNDATION, founded in 2015, is a small nonprofit in the Health Care sector that reported $183K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. Net assets of $535K represent 35 months of operating reserves.

Mission

INFORMING THE PUBLIC ABOUT THE SIGNS AND EFFECTS OF PTSD WHILE PROVIDING SOLDIER RETREATS AND PROVIDING SCHOLARSHIPS TO VETERANS WISHING TO GO INTO MENTAL HEALTH FIELD.

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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 (2024)

Revenue Breakdown

Contributions & Grants $179,280

Program Service Revenue $0

Investment Income $3,646

Other Revenue $0

TOTAL REVENUE $182,926

Expense Breakdown

Grants Paid $11,300

Salaries & Benefits $77,810

Fundraising Expenses $5,005

Program Expenses $175,932

Other Expenses $91,827

TOTAL EXPENSES $180,937

Year-over-Year Comparison

	2024	2023	Change
Revenue	$182,926	$210,814	-0.1%
Expenses	$180,937	$228,252	-0.2%
Net Income	$1,989	$-17,438	-1.1%

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

N/A

Employees

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
RUSSELL OBERG	DIRECTOR	1.00	Director	$0	$0	$0
CHARLENE OBERG	DIRECTOR	1.00	Director	$0	$0	$0
BRADLY OBERG	DIRECTOR	1.00	Director	$0	$0	$0
JOE MCCOLLUM	DIRECTOR	1.00	Director	$0	$0	$0
JOHN DALZIEL	DIRECTOR	1.00	Director	$0	$0	$0
TRACY DUNHAM	EXECUTIVE DIRECTOR	40.00	Officer	$0	$0	$0
TROY AMUNDSON	PRESIDENT	1.00	Officer	$0	$0	$0
KATIE LAGE	TREASURER	2.00	Officer	$0	$0	$0
JUDY MCCOLLUM	SECRETARY	2.00	Officer	$0	$0	$0
ANTHONY LIAISON	VETERAN LIAISON	1.00	Officer	$0	$0	$0
ANTHONY BAKER	VICE PRESIDENT	1.00	Officer	$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	$182,926	$180,937	$534,856	$1,989
2023	$210,814	$228,252	$472,995	$-17,438

BRADY OBERG LEGACY FOUNDATION