THE FREDERICK FOUNDATION LTD (EIN 205251696) - 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

2006

Legal Domicile

Phone

2129490990

Tax Period

2023-01-01 to 2023-12-31

THE FREDERICK FOUNDATION LTD, founded in 2006, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $449K in total revenue in fiscal year 2023. Revenue fell 41% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $433K, a strong 96% operating margin.

Mission

THE PURPOSE OF TEH FREDERICK FOUNDATION, LTD IS TO ENCOURAGE, SUPPORT AND ASSIST THE PRESERVATION AND PRACTICE OF VINCENTIAN BELIEFS AND TO ASSIST IN THE GOALS OF THE ASSOCATION OF ST. VINCENT DE PAUL IN THE DIOCESE OF BROOKLYN.

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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 $448,702

Other Revenue $0

TOTAL REVENUE $448,702

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $15,907

TOTAL EXPENSES $15,907

Year-over-Year Comparison

	2023	2022	Change
Revenue	$448,702	$759,829	-0.4%
Expenses	$15,907	$267,525	-0.9%
Net Income	$432,795	$492,304	-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

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
JOHN BITTNER	Director	1.00	Officer Director	$0	$0	$0
RICHARD ARKWRIGHT	Director	1.00	Director	$0	$0	$0
RALPH BUMBACA	Director	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
2024	No data	No data	No data	No data
2023	$448,702	$15,907	$10,098,732	$432,795
2022	$759,829	$267,525	$8,576,328	$492,304
2021	$62,479	$324,103	$11,969,544	$-261,624
2020	$346,329	$264,666	$10,547,598	$81,663
2019	$336,691	$416,138	$8,403,410	$-79,447
2018	$478,756	$365,978	$6,934,205	$112,778

THE FREDERICK FOUNDATION LTD