THE TRAVELERS FOUNDATION (EIN 954471689) - 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

1994

Legal Domicile

Phone

3108296099

Tax Period

2023-01-01 to 2023-12-31

THE TRAVELERS FOUNDATION, founded in 1994, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $324K in total revenue in fiscal year 2023. Revenue surged 458% from the prior year, signaling strong growth momentum. The organization ran a surplus of $202K, a strong 62% operating margin.

Mission

The organization provides services in the form of organizational ministerial counseling education workshops seminars and presentations to individuals and groups seeking information and experiences related to spiritual awareness individual and world peace and charitable service to others.

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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 (2023)

Revenue Breakdown

Contributions & Grants $317,672

Program Service Revenue $0

Investment Income $0

Other Revenue $6,621

TOTAL REVENUE $324,293

Expense Breakdown

Grants Paid $62,185

Salaries & Benefits $42,309

Fundraising Expenses $22,416

Program Expenses $86,810

Other Expenses $17,879

TOTAL EXPENSES $122,373

Year-over-Year Comparison

	2023	2022	Change
Revenue	$324,293	$58,122	+4.6%
Expenses	$122,373	$44,426	+1.8%
Net Income	$201,920	$13,696	+13.7%

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

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

$39,000

Total Directors

$39,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN MORTON	PRESIDENT DIRECTOR	10.00	Officer Director	$18,000	$0	$18,000
LEIGH TAYLOR YOUNG MORTON	VICE PRESIDENT DIRECTOR	10.00	Officer Director	$12,000	$0	$12,000
OLGA ABRAMS	SECRETARY DIRECTOR	5.00	Officer Director	$9,000	$0	$9,000
JOHN FORRISTER	TREASURER DIRECTOR	1.00	Officer Director	$0	$0	$0
CAROL BARGER	EMERITUS	1.00	Director	$0	$0	$0
CAROL BEAU	DIRECTOR	1.00	Director	$0	$0	$0
LISA BOONE	DIRECTOR	1.00	Director	$0	$0	$0
TOM BOYER	DIRECTOR	1.00	Director	$0	$0	$0
BABALOLA CHRIS-ROTIMI	DIRECTOR	1.00	Director	$0	$0	$0
JUDI GOLDFADER	DIRECTOR	1.00	Director	$0	$0	$0
KATHERINE HALL	DIRECTOR	1.00	Director	$0	$0	$0
BETH HINMAN	DIRECTOR	1.00	Director	$0	$0	$0
THERESA HOCKING	DIRECTOR	1.00	Director	$0	$0	$0
JUSTIN JAYNE	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN LELAND KEEL	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY MORGAN	DIRECTOR	1.00	Director	$0	$0	$0
NICK SEGAL	DIRECTOR	1.00	Director	$0	$0	$0
CANDACE SEMIGRAN	DIRECTOR	1.00	Director	$0	$0	$0
TERILEE WUNDERMAN	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
2023	$324,293	$122,373	$523,755	$201,920
2020	$254,631	$44,021	$290,400	$210,610

THE TRAVELERS FOUNDATION