THE MARGARET FITZGERALD GROGAN PETERSMEYER FOUNDATION INC (EIN 042931104) - 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

1986

Legal Domicile

Principal Officer

C GREGG PETERSMEYER

Phone

7812375400

Tax Period

2024-01-01 to 2024-12-31

THE MARGARET FITZGERALD GROGAN PETERSMEYER FOUNDATION INC, founded in 1986, is a micro nonprofit that reported $83K in total revenue in fiscal year 2024. Revenue surged 90% from the prior year, signaling strong growth momentum. Expenses of $73K left a modest 12% surplus.

Mission

SEE PART III, LINE 1

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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 $10,000

Program Service Revenue $0

Investment Income $73,291

Other Revenue $0

TOTAL REVENUE $83,291

Expense Breakdown

Grants Paid $30,000

Salaries & Benefits $0

Fundraising Expenses $3,450

Program Expenses $30,000

Other Expenses $41,490

TOTAL EXPENSES $73,140

Year-over-Year Comparison

	2024	2023	Change
Revenue	$83,291	$43,735	+0.9%
Expenses	$73,140	$60,896	+0.2%
Net Income	$10,151	$-17,161	-1.6%

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
C GREGG PETERSMEYER	PRESIDENT & TREASURER	0.50	Officer Director	$0	$0	$0
PAUL E GEORGE	SECRETARY	1.50	Officer Director	$0	$0	$0
RICHARD H GROGAN	DIRECTOR	0.10	Director	$0	$0	$0
DEVON PETERSMEYER JOHNSON	TRUSTEE	0.50	Director	$0	$0	$0
WHITNEY PETERSMEYER SEGNERI	TRUSTEE	0.10	Director	$0	$0	$0
CHARLES WREDE PETERSMEYER	TRUSTEE	0.10	Director	$0	$0	$0
LAURENCE CHASE	EXECUTIVE DIRECTOR	0.10	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	$83,291	$73,140	$1,571,355	$10,151
2023	$43,735	$60,896	$1,438,065	$-17,161
2022	$33,258	$71,210	$1,289,881	$-37,952
2021	$78,907	$46,761	$1,481,752	$32,146
2020	$54,282	$35,217	$1,246,336	$19,065
2019	$25,937	$73,953	$1,175,378	$-48,016
2018	$267,313	$75,653	$993,192	$191,660

THE MARGARET FITZGERALD GROGAN PETERSMEYER FOUNDATION INC