William & Barbara Fitzgerald Family Foun (EIN 203654756) - 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

2005

Legal Domicile

Phone

4026811933

Tax Period

2023-01-01 to 2023-12-31

William & Barbara Fitzgerald Family Foun, founded in 2005, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $188K in total revenue in fiscal year 2023. Revenue grew 20% year-over-year, indicating healthy expansion. Net assets of $3.9M represent 248 months of operating reserves.

Mission

The corporation is organized and shall be operated exclusively for charitable, educational or religious purposes by supporting the Omaha Community Foundation.

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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 $0

Program Service Revenue $0

Investment Income $187,621

Other Revenue $0

TOTAL REVENUE $187,621

Expense Breakdown

Grants Paid $140,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $162,412

Other Expenses $46,389

TOTAL EXPENSES $186,389

Year-over-Year Comparison

	2023	2022	Change
Revenue	$187,621	$156,693	+0.2%
Expenses	$186,389	$192,357	0.0%
Net Income	$1,232	$-35,664	-1.0%

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

$212,289

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kelli Cavey	Director	1.00	Director	$0	$39,188	$212,289
James Boulay	Director	1.00	Director	$0	$0	$0
Matt Darling	Director	1.00	Director	$0	$0	$0
Kelli Draper	Pres/Treasurer	5.00	Officer Director	$0	$0	$0
Katie Fitzgerald	Vice President	5.00	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
2024	No data	No data	No data	No data
2023	$187,621	$186,389	$3,880,173	$1,232
2022	$156,693	$192,357	$3,482,285	$-35,664
2021	$267,058	$106,776	$4,313,994	$160,282
2020	$205,377	$43,465	$3,851,886	$161,912

William & Barbara Fitzgerald Family Foun