THOMAS MOTT OSBORNE MEMORIAL FUND … - Form 990 Financial Data

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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

1932

Legal Domicile

Principal Officer

JONATHAN MONSALVE

Phone

7187072600

Tax Period

2022-07-01 to 2023-06-30

THOMAS MOTT OSBORNE MEMORIAL FUND INC, founded in 1932, is a community nonprofit that reported $3.7M in total revenue in fiscal year 2022. Revenue decreased 7% compared to the prior year. The organization ran a surplus of $2.7M, a strong 73% operating margin.

Mission

PROVIDES FINANCIAL SUPPORT TO RELATED ORGANIZATIONS TO FURTHER THEIR MISSION OF PROVIDING SERVICES TO DEFENDENTS, PRISONERS, FORMER PRISONERS AND THEIR FAMILIES.

Program Service Accomplishments

Program 1

Revenue: $0

PROVIDES FINANCIAL SUPPORT AND FACILITIES TO RELATED ORGANIZATIONS TO FURTHER THEIR MISSION OF PROVIDING SERVICES TO DEFENDENTS, PRISONERS, FORMER PRISONORS AND THEIR FAMILIES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $3,684,237

Program Service Revenue $0

Investment Income $12,792

Other Revenue $0

TOTAL REVENUE $3,697,029

Expense Breakdown

Grants Paid $0

Salaries & Benefits $167,241

Fundraising Expenses $0

Other Expenses $841,973

TOTAL EXPENSES $1,009,214

Year-over-Year Comparison

	2022	2021	Change
Revenue	$3,697,029	$3,966,305	-0.1%
Expenses	$1,009,214	$241,031	+3.2%
Net Income	$2,687,815	$3,725,274	-0.3%

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

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

$1,346,322

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ADAM HELLEGERS	DIRECTOR	0.20	Director	$0	$0	$0
ALISON NOVAK	DIRECTOR	0.10	Director	$0	$0	$0
CAREN E HENDREN	DIRECTOR (OUTGOING)	0.10	Director	$0	$0	$0
DR ZELMA WESTON HENRIQUES	SECRETARY	0.40	Officer Director	$0	$0	$0
ESTHER FEIN	DIRECTOR	0.10	Director	$0	$0	$0
JEFFREY G SMITH	DIRECTOR (OTGOING)	0.10	Director	$0	$0	$0
LUCRETIA OSBORNE WELLS	DIRECTOR	0.20	Director	$0	$0	$0
MICHAEL L RYAN	TREASURER	0.20	Officer Director	$0	$0	$0
VICTOR F GERMACK	DIRECTOR	0.40	Director	$0	$0	$0
ARCHANA JAYARAM	PRESIDENT AND CEO (OUTGOING)	2.00	Officer	$0	$13,014	$188,458
DMITRIY GOYZMAN	EXECUTIVE VP & CFO (OUTGOING)	4.00	Officer	$0	$41,262	$233,011
ELIZABETH GAYNES	PRESIDENT AND CEO (OUTGOING)	2.00	Officer	$0	$17,721	$267,545
PATRICIA RITCHINGS	EXECUTIVE VP AND CCO	3.00	Officer	$0	$53,314	$239,761
ROB GIORDANO	CONTRACTED INTERIM CFO	2.00	Officer	$0	$0	$0
SHERYL HAUGHTON TAYLOR	EXECUTIVE VP (OUTGOING)	4.00	Officer	$0	$10,751	$202,359
SUSAN GOTTESFELD	EXECUTIVE VP AND CFO	4.00	Officer	$0	$12,258	$215,188

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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$3,697,029	$1,009,214	$44,651,420	$2,687,815
2022	$3,966,305	$241,031	$35,420,863	$3,725,274
2021	$2,414,812	$1,055	$25,559,267	$2,413,757
2020	$478,016	$575,436	$11,949,968	$-97,420
2019	$982,691	$582,484	$11,527,758	$400,207
2018	$562,717	$559,169	$11,653,534	$3,548

THOMAS MOTT OSBORNE MEMORIAL FUND INC