LBMC CARES FOUNDATION (EIN 920889088) - 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

2023

Legal Domicile

Principal Officer

BRIAN TATE

Phone

6153774600

Tax Period

2025-01-01 to 2025-12-31

LBMC CARES FOUNDATION, founded in 2023, is a small nonprofit in the Human Services sector that reported $360K in total revenue in fiscal year 2025. The organization ran a surplus of $200K, a strong 55% operating margin.

Mission

FUNDING FOR BEHAVIORAL HEALTH, CHILDREN AND YOUTH, AND DOMESTIC VIOLENCE PREVENTION SERVICES.

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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 (2025)

Revenue Breakdown

Contributions & Grants $360,466

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $360,466

Expense Breakdown

Grants Paid $151,050

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $151,050

Other Expenses $9,365

TOTAL EXPENSES $160,415

Year-over-Year Comparison

	2025	2024	Change
Revenue	$360,466	N/A	N/A
Expenses	$160,415	N/A	N/A
Net Income	$200,051	$0	N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN TATE	CHAIR AND PRESIDENT	1.00	Officer Director	$0	$0	$0
MANON MASON	SECRETARY	1.00	Officer Director	$0	$0	$0
SCOTT BOWMAN	TREASURER	1.00	Officer Director	$0	$0	$0
SUZANNE REED	EX-OFFICIO BOARD MEMBER	1.00	Director	$0	$0	$0
VAN STEEL	DIRECTOR	1.00	Director	$0	$0	$0
DREW HENDRICKSON	DIRECTOR	1.00	Director	$0	$0	$0
JAMIE MURPHY	DIRECTOR	1.00	Director	$0	$0	$0
BRANDY TRANSOU	DIRECTOR	1.00	Director	$0	$0	$0
REBEKAH HARNEY	DIRECTOR	1.00	Director	$0	$0	$0
KIM CLAY	DIRECTOR	1.00	Director	$0	$0	$0
CHRISITINA EDWARDS	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL NGUYEN	DIRECTOR	1.00	Director	$0	$0	$0
MARY ANN SHANKS	DIRECTOR	1.00	Director	$0	$0	$0
CARRIE BETH CROUCH	DIRECTOR	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
2025	$360,466	$160,415	$215,478	$200,051
2023	$292,500	$112,588	$179,912	$179,912

LBMC CARES FOUNDATION