THE THALIANS (EIN 951908711) - 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

1957

Legal Domicile

Principal Officer

DR IRWIN LEHRHOFF

Phone

8183651115

Tax Period

2024-01-01 to 2024-12-31

THE THALIANS, founded in 1957, is a small nonprofit that reported $384K in total revenue in fiscal year 2024. Revenue surged 72% from the prior year, signaling strong growth momentum. Expenses of $364K left a modest 5% surplus.

Mission

TO RAISE FUNDS TO SUPPORT VARIOUS CHARITABLE PURPOSES, AND PRESENTLY, THE MENTAL HEALTH SERVICES FOR THE WOUNDED WARRIORS THROUGH UCLA HEALTH OPERATION MEND.

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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 $372,815

Program Service Revenue $0

Investment Income $125,262

Other Revenue $-113,629

TOTAL REVENUE $384,448

Expense Breakdown

Grants Paid $250,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $250,000

Other Expenses $113,629

TOTAL EXPENSES $363,629

Year-over-Year Comparison

	2024	2023	Change
Revenue	$384,448	$224,111	+0.7%
Expenses	$363,629	$309,792	+0.2%
Net Income	$20,819	$-85,681	-1.2%

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	Role	Reportable Comp	Other Comp	Total
BARBARA COHEN-WOLFE	Secretary	Officer Director	$0	$0	$0
PATRIKA DARBO	Trustee	Officer Director	$0	$0	$0
JOELY FISHER	Trustee	Officer Director	$0	$0	$0
STEPHANIE HIBLER	Secretary	Officer Director	$0	$0	$0
MS RUTA LEE	Chairman	Officer Director	$0	$0	$0
DR IRWIN LEHRHOFF	Chairman	Officer Director	$0	$0	$0
ANDREW MCDONNALD	Treasurer	Officer Director	$0	$0	$0
FRANK SHEFTEL	President	Officer Director	$0	$0	$0
BRIAN J THEOBALD	Trustee	Officer Director	$0	$0	$0
LARRY WOLFE	Trustee	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	$384,448	$363,629	$2,446,441	$20,819
2023	$224,111	$309,792	$2,363,328	$-85,681
2022	$230,192	$390,248	$2,011,422	$-160,056
2021	$348,877	$281,587	$2,974,438	$67,290
2020	$343,962	$276,212	$2,816,112	$67,750
2019	$324,755	$273,346	$2,735,249	$51,409
2018	$317,281	$311,398	$2,476,128	$5,883

THE THALIANS