LIVING BRANCHES FOUNDATION

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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

2000

Legal Domicile

Principal Officer

EDWARD D BRUBAKER

Phone

2153684438

Tax Period

2024-07-01 to 2025-06-30

LIVING BRANCHES FOUNDATION, founded in 2000, is a community nonprofit that reported $3.5M in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. The organization ran a surplus of $1.3M, a strong 38% operating margin.

Mission

TO SOLICIT AND RECEIVE CHARITABLE CONTRIBUTIONS AND TO HOLD, MANAGE AND ADMINISTER ASSETS AND FUNDS FOR THE BENEFIT OF LIVING BRANCHES AND ITS AFFILIATES AND TO PROVIDE SUPPORT FOR THE MISSION OF THOSE ORGANIZATIONS.

Program Service Accomplishments

Program 1

Expenses: $2,047,562

THE FOUNDATION SOLICITS CONTRIBUTIONS, GRANTS, AND DONATIONS FOR THE BENEFIT OF LIVING BRANCHES AND ITS TAX-EXEMPT AFFILIATES TO FURTHER ITS AFFILIATES' CHARITABLE PURPOSES. GRANTS FROM THE...

THE FOUNDATION SOLICITS CONTRIBUTIONS, GRANTS, AND DONATIONS FOR THE BENEFIT OF LIVING BRANCHES AND ITS TAX-EXEMPT AFFILIATES TO FURTHER ITS AFFILIATES' CHARITABLE PURPOSES. GRANTS FROM THE FOUNDATION SUPPORT THE PROVISION OF BENEVOLENT CARE TO PERSONS RESIDING IN ITS AFFILIATES WHO CAN NO LONGER PAY FOR THE CARE THEY RECEIVE.THE FOUNDATION ALSO SUPPORTS THE EMPLOYEES OF THE ORGANIZATION AND ITS AFFILIATES BY PROVIDING EDUCATIONAL AND MISSION-RELATED SCHOLARSHIPS.

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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 $1,525,106

Program Service Revenue $0

Investment Income $2,004,705

Other Revenue $0

TOTAL REVENUE $3,529,811

Expense Breakdown

Grants Paid $2,047,562

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,047,562

Other Expenses $135,470

TOTAL EXPENSES $2,183,032

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,529,811	$4,137,205	-0.1%
Expenses	$2,183,032	$1,826,418	+0.2%
Net Income	$1,346,779	$2,310,787	-0.4%

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

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

$700,089

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
P SCOTT HECKLER	PRESIDENT	0.10	Officer Director	$0	$0	$0
JOHN W DUERKSEN	VICE PRESIDENT	0.10	Officer Director	$0	$0	$0
WENDELL J WEAVER	TREASURER	0.10	Officer Director	$0	$0	$0
JANE L RUTH	SECRETARY	0.10	Officer Director	$0	$0	$0
M ANDREW DERSTINE	DIRECTOR	0.10	Director	$0	$0	$0
BRYAN K HUNSBERGER	DIRECTOR	0.10	Director	$0	$0	$0
HENRY L ROSENBERGER	DIRECTOR EMERITUS	0.10	Director	$0	$0	$0
SIDNEY J RUTH	DIRECTOR	0.10	Director	$0	$0	$0
EDWARD BRUBAKER	CHIEF EXECUTIVE OFFICER	2.00	Officer	$0	$50,582	$430,070
STEVEN D MYERS	CHIEF FINANCIAL & TECH OFF	2.00	Officer	$0	$33,751	$270,019

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	$3,529,811	$2,183,032	$55,479,174	$1,346,779
2024	No data	No data	No data	No data
2023	$3,757,969	$3,339,379	$44,612,150	$418,590
2022	$4,056,283	$1,649,930	$40,658,858	$2,406,353
2021	$8,201,103	$1,555,725	$46,021,013	$6,645,378
2020	$3,314,170	$1,394,814	$35,276,989	$1,919,356
2019	$3,309,535	$1,327,660	$33,907,951	$1,981,875
2018	$4,252,329	$1,199,249	$31,664,767	$3,053,080