THOMAS R BROWN FAMILY FOUNDATION (EIN 860933380) - 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

1998

Legal Domicile

Principal Officer

MARY B BERNAL

Tax Period

2022-07-01 to 2023-06-30

THOMAS R BROWN FAMILY FOUNDATION, founded in 1998, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $417K in total revenue in fiscal year 2022. Revenue fell 86% from the prior year — a significant decline worth monitoring. Expenses of $7.4M exceeded revenue, resulting in a 1675% operating deficit.

Mission

The Thomas R Brown Family Foundation promotes, encourages, and aids the Community Foundation for Southern Arizona and other organizations in their charitable, scientific, qualified religious and educational activities.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $294,166

Other Revenue $122,829

TOTAL REVENUE $416,995

Expense Breakdown

Grants Paid $7,282,730

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $7,352,056

Other Expenses $120,578

TOTAL EXPENSES $7,403,308

Year-over-Year Comparison

	2022	2021	Change
Revenue	$416,995	$2,936,503	-0.9%
Expenses	$7,403,308	$4,173,802	+0.8%
Net Income	$-6,986,313	$-1,237,299	+4.6%

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
SARAH SMALLHOUSE	PRESIDENT	002.00	Officer Director	$0	$0	$0
MARY BERNAL	SECR/TREAS	002.00	Officer Director	$0	$0	$0
BARBARA GRAY	TRUSTEE	002.00	Director	$0	$0	$0
SHAUN KIRKPATRICK	VICE PRESIDENT	002.00	Officer Director	$0	$0	$0
DAN JANES	TRUSTEE	002.00	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
2023	$416,995	$7,403,308	$722,850	$-6,986,313
2022	$2,936,503	$4,173,802	$8,856,697	$-1,237,299
2021	$2,673,001	$3,898,562	$11,105,560	$-1,225,561
2020	$2,191,286	$1,214,898	$10,703,084	$976,388
2019	$2,685,273	$1,848,885	$9,961,442	$836,388
2018	$2,422,838	$2,268,458	$10,174,090	$154,380

THOMAS R BROWN FAMILY FOUNDATION