Francesco Von Mendelssohn Fund Inc (EIN 223059283) - 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

1989

Legal Domicile

Principal Officer

Philip Maneval

Phone

2155694690

Tax Period

2024-10-01 to 2025-09-30

Francesco Von Mendelssohn Fund Inc, founded in 1989, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $71K in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $57K, a strong 80% operating margin.

Mission

The organization provides long-term loans to current and former Marlboro music participants to assist them in their purchase of high quality musical instruments.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $71,214

Other Revenue $0

TOTAL REVENUE $71,214

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $14,154

TOTAL EXPENSES $14,154

Year-over-Year Comparison

	2024	2023	Change
Revenue	$71,214	$60,403	+0.2%
Expenses	$14,154	$8,982	+0.6%
Net Income	$57,060	$51,421	+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

$135,071

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Philip Maneval	Assistant Treasurer	2.00	Officer	$0	$12,406	$135,071
William Roberts	President	1.00	Officer Director	$0	$0	$0
Carol Colburn Grigor	Vice President	1.00	Officer Director	$0	$0	$0
Daniel Ginsberg	Treasurer	1.00	Officer Director	$0	$0	$0
Susan Rai	Clerk	1.00	Officer Director	$0	$0	$0
Anthony Berner	Trustee	1.00	Director	$0	$0	$0
Marsha Gray	Trustee	3.00	Director	$0	$0	$0
Christopher Serkin	Trustee	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
2025	$71,214	$14,154	$3,455,265	$57,060
2024	$60,403	$8,982	$3,417,069	$51,421
2023	$59,742	$6,209	$3,340,954	$53,533
2022	$8,205	$193	$3,287,141	$8,012
2021	$4,779	$445	$3,289,493	$4,334
2020	$16,692	$979	$3,289,995	$15,713
2019	$21,486	$875	$3,253,324	$20,611
2018	$19,043	$256	$3,199,339	$18,787

Francesco Von Mendelssohn Fund Inc