OZANAM GERIATRIC FOUNDATION (EIN 113365977) - 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

1997

Legal Domicile

Principal Officer

SR MARY ROSE HEERY

Phone

7184232000

Tax Period

2023-01-01 to 2023-12-31

OZANAM GERIATRIC FOUNDATION, founded in 1997, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2023. Revenue surged 780% from the prior year, signaling strong growth momentum. The organization ran a surplus of $714K, a strong 44% operating margin.

Mission

THE OZANAM GERIATRIC FOUNDATION (THE FOUNDATION) RAISES, MANAGES AND DISBURSES FUNDS TO ASSIST AND SPONSOR PROGRAMS WHICH ADDRESS THE SOCIAL, HEALTH AND WELFARE NEEDS OF PERSONS IN THE FIELD OF LONG-TERM CARE FOR THE AGED.

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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 $1,574,400

Program Service Revenue $0

Investment Income $29,754

Other Revenue $12,858

TOTAL REVENUE $1,617,012

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $808,542

Other Expenses $902,858

TOTAL EXPENSES $902,858

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,617,012	$183,741	+7.8%
Expenses	$902,858	$52,023	+16.4%
Net Income	$714,154	$131,718	+4.4%

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
REV JOSEPH T HOLCOMB	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
SR MARY ROSE HEERY	PRESIDENT	1.00	Officer Director	$0	$0	$0
SISTER MARK LOUIS RANDALL	TREASURER	1.00	Officer Director	$0	$0	$0
SR JEANNE FRANCIS HALEY	SECRETARY	1.00	Officer Director	$0	$0	$0
JANE ANN MCGETTRICK	DIRECTOR	1.00	Director	$0	$0	$0
FRANK FALCO	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
2024	No data	No data	No data	No data
2023	$1,617,012	$902,858	$1,882,557	$714,154
2022	$183,741	$52,023	$1,013,437	$131,718
2021	$57,553	$4,878	$792,724	$52,675
2020	$183,708	$916,643	$740,640	$-732,935
2019	$149,975	$1,085,707	$1,611,652	$-935,732
2018	$1,256,531	$1,382,967	$2,475,386	$-126,436

OZANAM GERIATRIC FOUNDATION