JOEY O'DONNELL FOUNDATION TRUST C/O BELMONT CAPITAL LLC (EIN 042943314) - 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

KATE O'DONNELL

Phone

6174992700

Tax Period

2023-11-01 to 2024-10-31

JOEY O'DONNELL FOUNDATION TRUST C/O BELMONT CAPITAL LLC, founded in 1986, is a small nonprofit that reported $605K in total revenue in fiscal year 2023. Revenue surged 382% from the prior year, signaling strong growth momentum. The organization ran a surplus of $299K, a strong 49% operating margin.

Mission

ENCOURAGING THE SCIENTIFIC AND EDUCATIONAL RESEARCH IN THE FIELD OF CYSTIC FIBROSIS, THROUGH THE AWARDING OF SCHOLARSHIPS AND FINANCIAL AID.

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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 $605,436

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $605,436

Expense Breakdown

Grants Paid $295,681

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $295,681

Other Expenses $11,143

TOTAL EXPENSES $306,824

Year-over-Year Comparison

	2023	2022	Change
Revenue	$605,436	$125,531	+3.8%
Expenses	$306,824	$143,335	+1.1%
Net Income	$298,612	$-17,804	-17.8%

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

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
PAUL DEL ROSSI	TRUSTEE	N/A	Director	$0	$0	$0
KATE O'DONNELL	TRUSTEE	N/A	Director	$0	$0	$0
CASEY BUCKLEY	TRUSTEE	N/A	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	$605,436	$306,824	$437,008	$298,612
2023	$125,531	$143,335	$152,571	$-17,804
2022	$205,574	$250,289	$120,800	$-44,715
2021	$233,604	$327,643	$128,140	$-94,039
2020	$207,328	$253,794	$217,779	$-46,466

JOEY O'DONNELL FOUNDATION TRUST C/O BELMONT CAPITAL LLC