POLISH HERITAGE FESTIVAL INC C/O JAMES P JOZWIAK (EIN 201595996) - 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

2004

Legal Domicile

Principal Officer

JAMES P JOZWIAK

Phone

7169982501

Tax Period

2016-10-01 to 2017-09-30

POLISH HERITAGE FESTIVAL INC C/O JAMES P JOZWIAK, founded in 2004, is a micro nonprofit that reported $21K in total revenue in fiscal year 2016. Revenue surged 65% from the prior year, signaling strong growth momentum. The organization ran a surplus of $7K, a strong 36% operating margin.

Mission

TO PROMOTE, PRESERVE AND FOSTER A BETTER UNDERSTANDING OF POLISH CULTURE BY MEANS OF FESTIVALS, DANCES, MUSICALS AND OTHER COMMUNITY ACTIVITIES.

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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 (2016)

Revenue Breakdown

Contributions & Grants $14,646

Program Service Revenue $6,037

Investment Income $0

Other Revenue $0

TOTAL REVENUE $20,683

Expense Breakdown

Grants Paid $4,400

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $13,256

Other Expenses $8,856

TOTAL EXPENSES $13,256

Year-over-Year Comparison

	2016	2015	Change
Revenue	$20,683	$12,521	+0.7%
Expenses	$13,256	$7,342	+0.8%
Net Income	$7,427	$5,179	+0.4%

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

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
JAMES P JOZWIAK	PRESIDENT	2.00	Officer Director	$0	$0	$0
JAMES D JOZWIAK	VICE-PRESIDE	1.00	Officer Director	$0	$0	$0
CHRISTINE JOZWIAK	SECRETARY	1.00	Officer Director	$0	$0	$0
CLIFFORD JOZWIAK	VICE-PRESIDE	1.00	Officer Director	$0	$0	$0
SHANE JOZWIAK	VICE-PRESIDE	1.00	Officer Director	$0	$0	$0
JAMES A CLARKE	DIRECTOR	2.00	Director	$0	$0	$0
DANIEL PULINSKI	TREASURER	1.00	Officer 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
2017	$20,683	$13,256	$34,920	$7,427

POLISH HERITAGE FESTIVAL INC C/O JAMES P JOZWIAK