ALBERICI FOUNDATION (EIN 203676488) - 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

Principal Officer

JOHN S ALBERICI

Phone

3145888200

Tax Period

2023-01-01 to 2023-12-31

ALBERICI FOUNDATION, founded in 2005, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $855K in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year. The organization ran a surplus of $780K, a strong 91% operating margin.

Mission

FOR THE BENEFIT, TO PERFORM THE FUNCTIONS, AND TO CARRY OUT THE PURPOSES OF THE ST. LOUIS COMMUNITY FOUNDATION, INC.

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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 $750,000

Program Service Revenue $0

Investment Income $104,528

Other Revenue $0

TOTAL REVENUE $854,528

Expense Breakdown

Grants Paid $27,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $52,309

Other Expenses $46,932

TOTAL EXPENSES $74,432

Year-over-Year Comparison

	2023	2022	Change
Revenue	$854,528	$997,549	-0.1%
Expenses	$74,432	$81,646	-0.1%
Net Income	$780,096	$915,903	-0.1%

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

$275,160

Total Directors

$275,160

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN S ALBERICI	CHAIR	1.00	Officer Director	$0	$0	$0
MARY FRANCES SEDLACEK	MEMBER	1.00	Director	$0	$0	$0
DWIGHT CANNING	SECRETARY	1.00	Officer Director	$0	$31,207	$275,160

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	$854,528	$74,432	$5,664,406	$780,096
2022	$997,549	$81,646	$4,673,544	$915,903
2021	$1,571,953	$1,077,975	$5,048,409	$493,978
2020	$1,028,211	$1,451,468	$4,431,234	$-423,257
2019	$1,132,558	$148,818	$4,659,171	$983,740
2018	$1,343,106	$2,684,315	$3,815,731	$-1,341,209

ALBERICI FOUNDATION