SISTER-BEAR FOUNDATION (EIN 852461065) - 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

Principal Officer

JULIE GRANGER

Phone

8062825620

Tax Period

2024-01-01 to 2024-12-31

SISTER-BEAR FOUNDATION is a small nonprofit in the Health Care sector that reported $192K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $70K, a strong 36% operating margin.

Mission

PROVIDE ACCESS TO ADAPTIVE FITNESS AND WELLNESS RESOURNCES FOR ADULTS RECOVERING FROM STROKE, SPINAL CORD OR BRAIN INJURY, OR OTHER NEUROLOGIC EVENT TO IMPROVE THEIR HEALTH, FUNCTIONALITY AND QUALITY OF LIFE.

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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 $171,065

Program Service Revenue $0

Investment Income $0

Other Revenue $21,294

TOTAL REVENUE $192,359

Expense Breakdown

Grants Paid $20,816

Salaries & Benefits $0

Fundraising Expenses $9,558

Program Expenses $111,563

Other Expenses $101,705

TOTAL EXPENSES $122,521

Year-over-Year Comparison

	2024	2023	Change
Revenue	$192,359	$165,295	+0.2%
Expenses	$122,521	$90,068	+0.4%
Net Income	$69,838	$75,227	-0.1%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
JODI BASSETT	BOARD MEMBER	N/A	Director	$0	$0	$0
RUTH BROWN	DIRECTOR	N/A	Director	$0	$0	$0
RYAN COTGREAVE	TREASURER	N/A	Officer Director	$0	$0	$0
JULIE GRANGER	PRESIDENT	N/A	Officer Director	$0	$0	$0
KATHRYN GRANGER	BOARD MEMBER	N/A	Director	$0	$0	$0
TRACEY KILBURN	BOARD MEMBER	N/A	Director	$0	$0	$0
DARLENE MARTIN	BOARD MEMBER	N/A	Director	$0	$0	$0
CHARLIA PENCE	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
STORMIE PHILLIPS	SECRETARY	N/A	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
2025	No data	No data	No data	No data
2024	$192,359	$122,521	$473,380	$69,838
2023	$165,295	$90,068	$403,542	$75,227

SISTER-BEAR FOUNDATION