MATT AND LISA ALLEN FAMILY FOUNDATION INC (EIN 921762955) - 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

MATTHEW ALLEN

Phone

3055330050

Tax Period

2024-01-01 to 2024-12-31

MATT AND LISA ALLEN FAMILY FOUNDATION INC, founded in 2023, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.1M in total revenue in fiscal year 2024. Revenue surged 51% from the prior year, signaling strong growth momentum. The organization ran a surplus of $399K, a strong 35% operating margin.

Mission

TO SUPPORT UNDERSERVED YOUTH ACROSS SOUTH FLORIDA BY PROVIDING ACCESS TO EDUCATION, HEALTHCARE, HOUSING AND ANY OTHER RESOURCES NEEDED TO THRIVE, DRIVEN BY THE BOARD'S DEEP PERSONAL COMMITMENT TO THE SOUTH FLORIDA COMMUNITY AND TO CHAMPIONING ITS MOST UNDERREPRESENTED YOUNG RESIDENTS.

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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 $1,152,287

Program Service Revenue $0

Investment Income $32,441

Other Revenue $-35,116

TOTAL REVENUE $1,149,612

Expense Breakdown

Grants Paid $750,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $750,000

Other Expenses $170

TOTAL EXPENSES $750,170

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,149,612	$760,220	+0.5%
Expenses	$750,170	$513,620	+0.5%
Net Income	$399,442	$246,600	+0.6%

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

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
MATTHEW ALLEN	PRESIDENT	1.00	Officer Director	$0	$0	$0
ELIZABETH G ALLEN	VICE PRESIDENT AND TREASUR	1.00	Officer Director	$0	$0	$0
JAYSON YAO	SECRETARY	1.00	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
2024	$1,149,612	$750,170	$646,042	$399,442
2023	$760,220	$513,620	$246,600	$246,600

MATT AND LISA ALLEN FAMILY FOUNDATION INC