BETH C TORTOLANI FOUNDATION LTD

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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

1996

Legal Domicile

Principal Officer

ANTHONY J TORTOLANI

Phone

5167835398

Tax Period

2023-01-01 to 2023-12-31

BETH C TORTOLANI FOUNDATION LTD, founded in 1996, is a micro nonprofit that reported $9K in total revenue in fiscal year 2023. Revenue fell 85% from the prior year — a significant decline worth monitoring. Expenses of $86K exceeded revenue, resulting in a 868% operating deficit.

Mission

TO INFORM AND ASSIST THOSE WITH BREAST CANCER

Program Service Accomplishments

Program 1

Expenses: $74,218 Revenue: $0

THE FOUNDATION PLANS AN ANNUAL DINNER DANCE. A GUEST SPEAKER IS RETAINED AND THE EVENT IS A FORMAL AFFAIR. TICKETS ARE SOLD FOR THE EVENT IN ADDITION TO ADVERTISING IN THE COMMERORATIVE JOURNAL. THE PROCEEDS ARE DISTRIBUTED, AS GRANTS, TO VARIOUS ORGANIZATIONS WHICH PROVIDE ASSISTANCE TO WOMEN WITH BREAST CANCER. SOME OF THESE ORGANIZATIONS INCLUDE LEAN ON ME, SHARE AND ST. BARNABAS. THESE ORGANIZATIONS, AMONG OTHERS, HAVE PROVIDED GREAT HELP BOTH PHYSICALLY AND MENTALLY TO THOSE AFFECTED BY BREAST CANCER. DUE TO COVID-19 RESTRICTIONS A DANCE WAS NOT HELD FOR THE YEAR 2021.

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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 $8,859

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $8,859

Expense Breakdown

Grants Paid $62,750

Salaries & Benefits $20,263

Fundraising Expenses $0

Program Expenses $74,218

Other Expenses $2,746

TOTAL EXPENSES $85,759

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,859	$59,809	-0.9%
Expenses	$85,759	$52,350	+0.6%
Net Income	$-76,900	$7,459	-11.3%

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

N/A

Independent Members

N/A

Employees

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
ANNMARIE FRIED	PRESIDENT	5.00	Director	$0	$0	$0
CONNIE FONTANA	TREASURER	5.00	Director	$0	$0	$0
ANTHONY J TORTOLANI	CHAIRMAN	5.00	Officer	$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	$8,859	$85,759	$1,002	$-76,900
2022	$59,809	$52,350	$127,037	$7,459
2021	$33,710	$48,730	$119,017	$-15,020
2020	$84,178	$49,322	$134,120	$34,856
2019	$117,599	$117,614	$99,264	$-15
2018	$182,804	$236,180	$102,407	$-53,376