ALFRED J AND FLORENCE D FESSMAN MEMORIAL FUND

EIN: 202453913 501(c)(3)

ANAHEIM, CA

Total Revenue
$20,906
Total Expenses
N/A
Total Assets
$176,571
Net Assets
$176,571
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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
1987
Legal Domicile
CA
Phone
7144911669
Tax Period
2023-01-01 to 2023-12-31

ALFRED J AND FLORENCE D FESSMAN MEMORIAL FUND, founded in 1987, is a micro nonprofit that reported $21K in total revenue in fiscal year 2023. Revenue surged 245% from the prior year, signaling strong growth momentum.

Mission

Memorial Trust

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $20,906
Other Revenue $0
TOTAL REVENUE $20,906

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $0
Other Expenses $0
TOTAL EXPENSES $0

Year-over-Year Comparison

2023 2022 Change
Revenue $20,906 $6,068 +2.4%
Expenses N/A $3,533 -1.0%
Net Income N/A $2,535 N/A
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

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Governance

Voting Members
N/A
Independent Members
N/A
Employees
N/A
Volunteers
15

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
$0
Total Directors
1
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BRIAN MESSENGER President 1
Director
$0 $0 $0
ROBERT E SCOTT Vice President 1
$0 $0 $0
DONALD MULLER Executive Director 1
$0 $0 $0
DONALD E PETERSON Secretary 0
$0 $0 $0
CHARLES P CROSS Chief Financial Officer 1
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 $20,906 No data $176,571 No data
2022 $6,068 $3,533 $155,665 $2,535
2021 $87,530 $32,029 $650,146 $55,501
2020 $55,962 $3,858 $594,645 $52,104
2019 $54,680 $2,817 $538,683 $51,863
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