The Lilly and Blair Foundation (EIN 933381308) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2023

Legal Domicile

Principal Officer

Katie Gregg

Phone

7175741348

Tax Period

2023-09-01 to 2023-12-31

The Lilly and Blair Foundation, founded in 2023, is a small nonprofit in the Diseases & Disorders sector that reported $218K in total revenue in fiscal year 2023. The organization ran a surplus of $215K, a strong 98% operating margin.

Mission

The foundation is committed to improving the lives of children battling de novo spastic paraplegia through collaboration with top scientists and funding of promising research.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $218,242

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $218,242

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $37

Other Expenses $3,348

TOTAL EXPENSES $3,348

Year-over-Year Comparison

	2023	2022	Change
Revenue	$218,242	N/A	N/A
Expenses	$3,348	N/A	N/A
Net Income	$214,894	N/A	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

N/A

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
Katie Gregg	President and Director	010.00	Officer Director	$0	$0	$0
Christopher Lorek	Vice President and Director	005.00	Officer Director	$0	$0	$0
Michael Gregg	Secretary and Director	003.00	Officer Director	$0	$0	$0
Stephanie Lorek	Treasurer and Director	003.00	Officer Director	$0	$0	$0
Jay Coonan	Director	000.50	Officer	$0	$0	$0
Scott Chilson	Director	000.50	Officer	$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	No data	No data	No data	No data
2023	$218,242	$3,348	$214,894	$214,894

The Lilly and Blair Foundation