CARDEZA FOUNDATION T W (EIN 231345265) - 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

1952

Legal Domicile

Phone

8003523705

Tax Period

2023-07-01 to 2024-06-30

CARDEZA FOUNDATION T W, founded in 1952, is a community nonprofit in the Education sector that reported $1.5M in total revenue in fiscal year 2023. Revenue surged 508% from the prior year, signaling strong growth momentum. The organization ran a surplus of $222K, a strong 15% operating margin.

Mission

THE ORGANIZATION'S SOLE PURPOSE IS TO SUPPORT MEDICAL RESEARCH AND TO PROVIDE MAINTENANCE TO THE DIVISION OF HEMATOLOGY IN THE DEPARTMENT OF MEDICINE AT THOMAS JEFFERSON UNIVERSITY MEDICAL COLLEGE.

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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 $1,470,863

Other Revenue $0

TOTAL REVENUE $1,470,863

Expense Breakdown

Grants Paid $1,071,890

Salaries & Benefits $167,613

Fundraising Expenses $0

Program Expenses $1,115,613

Other Expenses $9,036

TOTAL EXPENSES $1,248,539

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,470,863	$241,910	+5.1%
Expenses	$1,248,539	$1,228,381	+0.0%
Net Income	$222,324	$-986,471	-1.2%

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

N/A

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
N/A	TRUSTEE	1.0		$167,613	$0	$167,613

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	$1,470,863	$1,248,539	$23,188,331	$222,324
2023	$241,910	$1,228,381	$22,974,289	$-986,471
2022	$2,008,910	$1,296,746	$23,965,839	$712,164
2021	$2,249,724	$1,226,213	$23,258,542	$1,023,511
2020	$1,266,906	$1,252,703	$22,238,115	$14,203

CARDEZA FOUNDATION T W