JONATHAN ROBERTOZZI MEMORIAL FUND (EIN 226764286) - 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

1997

Legal Domicile

Principal Officer

TAJMA KOTORIC

Phone

7329679003

Tax Period

2024-06-01 to 2025-05-31

JONATHAN ROBERTOZZI MEMORIAL FUND, founded in 1997, is a micro nonprofit in the Education sector that reported $2K in total revenue in fiscal year 2024. Revenue fell 54% from the prior year — a significant decline worth monitoring. Expenses of $2K exceeded revenue, resulting in a 18% operating deficit.

Mission

TO OPERATE A CHARITABLE FUND TO PROVIDE FINANCIAL RECOGNITION AND SUPPORT TO ONE OR MORE PERSONS, WHO HAVE ENGAGED IN ACTIVITIES OR HAVE DEMONSTRATED HIGH MORAL CHARACTER AND WHO, THROUGH SUCH ACTIVITIES OR DEMONSTRATION, HAVE CONFERRED A BENEFIT UPON THE COMMUNITY AT LARGE.

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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 $1,625

Other Revenue $0

TOTAL REVENUE $1,625

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,920

TOTAL EXPENSES $1,920

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,625	$3,562	-0.5%
Expenses	$1,920	N/A	N/A
Net Income	$-295	$3,562	-1.1%

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
ALAN WARREN DPM	PRESIDENT	1.00	Director	$0	$0	$0
DAN PHAN DPM	SECRETARY/TR	1.00	Director	$0	$0	$0
JAMES RICKETTI DPM	PRESIDENT EL	1.00	Director	$0	$0	$0
WENDY GROSSMAN DPM	VICE PRESIDE	1.00	Director	$0	$0	$0
TAJMA KOTORIC	EXECUTIVE DI	1.00	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	$1,625	$1,920	$50,805	$-295
2024	$3,562	No data	$48,751	No data
2023	$4,474	No data	$42,638	No data
2022	$3,682	$7,089	$35,740	$-3,407
2021	$3,044	$6,634	$38,125	$-3,590
2020	$11,661	$18,198	$41,535	$-6,537
2019	$27,765	$18,008	$47,709	$9,757

JONATHAN ROBERTOZZI MEMORIAL FUND