JOHN E MORAN AND GERALD P VENTRE FOUNDATION (EIN 222699997) - 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

1986

Legal Domicile

Principal Officer

GERALD P VENTRE

Phone

4015976700

Tax Period

2023-01-01 to 2023-12-31

JOHN E MORAN AND GERALD P VENTRE FOUNDATION, founded in 1986, is a small nonprofit that reported $114K in total revenue in fiscal year 2023. Revenue surged 100% from the prior year, signaling strong growth momentum. Net assets of $474K represent 50 months of operating reserves.

Mission

THE FOUNDATION WAS FORMED FOR THE PURPOSE TO UNDERWRITE INITIATIVES THAT BENEFIT PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES.

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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 $7,410

Program Service Revenue $0

Investment Income $69,461

Other Revenue $36,941

TOTAL REVENUE $113,812

Expense Breakdown

Grants Paid $72,275

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $121,161

Other Expenses $48,886

TOTAL EXPENSES $121,161

Year-over-Year Comparison

	2023	2022	Change
Revenue	$113,812	$57,039	+1.0%
Expenses	$121,161	$233,832	-0.5%
Net Income	$-7,349	$-176,793	-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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOANNE BRIDGE	DIRECTOR	N/A	Officer Director	$0	$0	$0
DAWN BURKE	DIRECTOR	N/A	Officer Director	$0	$0	$0
CATHERINE ENOS-CIBOR	DIRECTOR	N/A	Officer Director	$0	$0	$0
RICHARD KIRBY	DIRECTOR	N/A	Officer Director	$0	$0	$0
ZORAIDA M RAMIRES	DIRECTOR	N/A	Officer Director	$0	$0	$0
DIANNE ROSS	DIRECTOR	N/A	Officer Director	$0	$0	$0
MARY WARLOP	DIRECTOR	N/A	Officer Director	$0	$0	$0
DAVID HANNA	SECRETARY /	N/A	Officer	$0	$0	$0
TIM MORAN	VICE PRESIDE	N/A	Officer	$0	$0	$0
GERALD P VENTRE	PRESIDENT	N/A	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$113,812	$121,161	$486,730	$-7,349
2022	$57,039	$233,832	$492,719	$-176,793
2021	$125,936	$71,178	$666,534	$54,758
2020	$120,343	$73,069	$613,926	$47,274
2019	$149,140	$126,364	$602,156	$22,776
2018	$29,005	$67,855	$577,864	$-38,850

JOHN E MORAN AND GERALD P VENTRE FOUNDATION