THE JOHN E FOGARTY FOUNDATION FOR PERSONS W INTELL AND DEV DISABILITIES (EIN 056016875) - 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

1964

Legal Domicile

Principal Officer

MARY FOGARTY MCANDREW

Phone

4014550350

Tax Period

2023-01-01 to 2023-12-31

THE JOHN E FOGARTY FOUNDATION FOR PERSONS W INTELL AND DEV DISABILITIES, founded in 1964, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $382K in total revenue in fiscal year 2023. The organization ran a surplus of $63K, a strong 17% operating margin.

Mission

TO ASSIST INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES

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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 $246,225

Program Service Revenue $0

Investment Income $135,699

Other Revenue $0

TOTAL REVENUE $381,924

Expense Breakdown

Grants Paid $251,046

Salaries & Benefits $0

Fundraising Expenses $49,550

Program Expenses $251,046

Other Expenses $67,471

TOTAL EXPENSES $318,517

Year-over-Year Comparison

	2023	2022	Change
Revenue	$381,924	$359,327	+0.1%
Expenses	$318,517	$365,568	-0.1%
Net Income	$63,407	$-6,241	-11.2%

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

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
MARY FOGARTY MCANDREW	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
FRANK J WILLIAMS ESQ	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
ROBERT T MURPHY ESQ	PRESIDENT	1.00	Officer Director	$0	$0	$0
GAYLE F TARZWELL ESQ	TRUSTEE	1.00	Director	$0	$0	$0
SHEILA K COLLINS	SECRETARY	1.00	Officer Director	$0	$0	$0
THOMAS J MCANDREW ESQ	TREASURER	1.00	Officer Director	$0	$0	$0
PAUL P MORAN	TRUSTEE	1.00	Director	$0	$0	$0
KIM DAME	TRUSTEE	1.00	Director	$0	$0	$0
JOSEPH BRUM	TRUSTEE	1.00	Director	$0	$0	$0
MERCEDES MCANDREW	TRUSTEE	1.00	Director	$0	$0	$0
JOHN M MURPHY SR	TRUSTEE	1.00	Director	$0	$0	$0
JEREMY A KAPSTEIN	TRUSTEE	1.00	Director	$0	$0	$0
KRYSTAL MEDEIROS	TRUSTEE	1.00	Director	$0	$0	$0
LARRY T GEMMA	TRUSTEE	1.00	Director	$0	$0	$0
KATHLEEN MCDEVITT GOLDBERGER	TRUSTEE	1.00	Director	$0	$0	$0
JOHN MAXWELL MCANDREW	TRUSTEE	1.00	Director	$0	$0	$0
BRENDAN C KANE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BRIAN WORCESTER	TRUSTEE	1.00	Director	$0	$0	$0
ANN TELFER	FORMER EXECUTIVE DIRECTOR	20.00	Director	$0	$0	$0
BORIS SKURKOVICH MD	TRUSTEE	1.00	Director	$0	$0	$0
DANIELLE ZAVADA	EXECUTIVE DIRECTOR	20.00	Officer Director Highest	$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	$381,924	$318,517	$5,079,691	$63,407
2022	$359,327	$365,568	$4,650,208	$-6,241
2021	$849,286	$271,912	$5,440,855	$577,374
2020	$156,222	$246,515	$4,773,152	$-90,293
2020	$156,222	$246,515	$4,773,152	$-90,293
2019	$331,441	$270,223	$4,402,807	$61,218
2018	$189,076	$219,564	$3,657,693	$-30,488

THE JOHN E FOGARTY FOUNDATION FOR PERSONS W INTELL AND DEV DISABILITIES