TEMPLETON FAMILY SUPPORTING ORGANIZATION (EIN 851627995) - 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

2020

Legal Domicile

Principal Officer

DANA E RING

Phone

6788921874

Tax Period

2023-01-01 to 2023-12-31

TEMPLETON FAMILY SUPPORTING ORGANIZATION, founded in 2020, is a community nonprofit that reported $7.1M in total revenue in fiscal year 2023. Revenue surged 75% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.6M, a strong 79% operating margin.

Mission

TO PROVIDE FUNDING TO CHARITIES IN FULFILLMENT OF THE EXEMPT PURPOSES OF NCCF.

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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 $6,593,315

Program Service Revenue $0

Investment Income $493,382

Other Revenue $0

TOTAL REVENUE $7,086,697

Expense Breakdown

Grants Paid $1,435,677

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,437,878

Other Expenses $56,212

TOTAL EXPENSES $1,491,889

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,086,697	$4,055,575	+0.7%
Expenses	$1,491,889	$675,818	+1.2%
Net Income	$5,594,808	$3,379,757	+0.7%

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

Total Directors

$249,249

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TROY TEMPLETON	TRUSTEE	1.00	Director	$0	$0	$0
MIRIAM TEMPLETON	TRUSTEE	1.00	Director	$0	$0	$0
DANA E RING	TRUSTEE	1.00	Director	$0	$21,514	$249,249
CHRIS LANE	TRUSTEE	1.00	Director	$0	$0	$0
JON E ELIAS	TRUSTEE	1.00	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	$7,086,697	$1,491,889	$34,000,345	$5,594,808
2022	$4,055,575	$675,818	$25,141,170	$3,379,757
2021	$12,984,924	$590,779	$23,282,675	$12,394,145
2020	$10,036,456	$62,276	$10,190,112	$9,974,180

TEMPLETON FAMILY SUPPORTING ORGANIZATION