MATILDA JOSLYN GAGE FOUNDATION

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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

2000

Legal Domicile

Principal Officer

DIANNE APTER

Phone

3156379511

Tax Period

2024-01-01 to 2024-12-31

MATILDA JOSLYN GAGE FOUNDATION, founded in 2000, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $101K in total revenue in fiscal year 2024. Revenue fell 82% from the prior year — a significant decline worth monitoring. Expenses of $241K exceeded revenue, resulting in a 138% operating deficit.

Mission

THE MATILDA JOSLYN GAGE FOUNDATION IS DEDICATED TO EDUCATING CURRENT AND FUTURE GENERATIONS ABOUT GAGES WORK AND ITS POWER TO DRIVE CONTEMPORARY SOCIAL CHANGE.

Program Service Accomplishments

Program 1

Expenses: $139,244 Revenue: $51,334

THE ORGANIZATION HELD FUNCTIONS AND DISTRIBUTED INFORMATION THAT SERVED TO INCREASE THE AWARENESS OF THE LIFE, TIME PERIOD, AND WORKS OF MATILDA JOSLYN GAGE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $66,189

Program Service Revenue $0

Investment Income $28,483

Other Revenue $6,598

TOTAL REVENUE $101,270

Expense Breakdown

Grants Paid $0

Salaries & Benefits $110,635

Fundraising Expenses $10,735

Program Expenses $139,244

Other Expenses $130,281

TOTAL EXPENSES $240,916

Year-over-Year Comparison

	2024	2023	Change
Revenue	$101,270	$564,847	-0.8%
Expenses	$240,916	$243,888	0.0%
Net Income	$-139,646	$320,959	-1.4%

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

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
DIANNE APTER	PRESIDENT	1.00	Officer Director	$0	$0	$0
MICHELE JONES GALVIN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BETTY LYONS	SECRETARY	1.00	Officer Director	$0	$0	$0
VALERIE LUZADIS	BOARD MEMBER	1.00	Director	$0	$0	$0
CATHY STEVENS-TRIPICIANO	BOARD MEMBER	1.00	Director	$0	$0	$0
AWHENJIOSTA WHENJI MYERS	BOARD MEMBER	1.00	Director	$0	$0	$0
ZACQUELINE BALDWIN	BOARD MEMBER	1.00	Director	$0	$0	$0
TERRY ROBARE	BOARD MEMBER	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
2025	No data	No data	No data	No data
2024	$101,270	$240,916	$1,488,470	$-139,646
2023	$564,847	$243,888	$1,645,557	$320,959
2022	$530,287	$241,064	$1,297,584	$289,223
2021	$300,085	$154,517	$1,014,813	$145,568
2020	$189,946	$110,680	$873,432	$79,266
2019	$240,733	$123,134	$906,739	$117,599
2018	$244,033	$107,219	$933,244	$136,814