The Newman Foundation Corporation of Nothern Ohio (EIN 237010683) - 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

1969

Legal Domicile

Principal Officer

William MIller

Phone

4407250805

Tax Period

2023-07-01 to 2024-06-30

The Newman Foundation Corporation of Nothern Ohio, founded in 1969, is a small nonprofit in the Human Services sector that reported $154K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $100K, a strong 65% operating margin.

Mission

To provide financial support in the from of grants to support the efforts of the Newman Campus Ministeries in the Diocese of Cleveland on the secular non-Catholic campuses throughout the diocese.

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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 $2,290

Program Service Revenue $0

Investment Income $151,736

Other Revenue $0

TOTAL REVENUE $154,026

Expense Breakdown

Grants Paid $35,648

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $53,650

Other Expenses $18,002

TOTAL EXPENSES $53,650

Year-over-Year Comparison

	2023	2022	Change
Revenue	$154,026	$130,879	+0.2%
Expenses	$53,650	$49,095	+0.1%
Net Income	$100,376	$81,784	+0.2%

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

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
Robert P Lawry	Board member	002.00	Director	$0	$0	$0
David Perry	Board member	002.00	Director	$0	$0	$0
Shawn Witmer	Board member	002.00	Director	$0	$0	$0
Jean Ann Montagna	Board member	002.00	Director	$0	$0	$0
Michalena Mezzopera	Board member	002.00	Director	$0	$0	$0
Caitlin Arbogast	Board member	002.00	Director	$0	$0	$0
Most Reverand Edward Melasic	Honorary Chairman	N/A		$0	$0	$0
Joann Rymarczyk-Piotrkowski	Diocesan Director for Newman Catholic Campus Ministry	N/A		$0	$0	$0
Anthony Camino	Secretary	008.00	Officer	$0	$0	$0
William Miller	President	008.00	Officer	$0	$0	$0
Karen Hurley	Treasurer	010.00	Officer	$0	$0	$0
John Sharpe	Vice-President	002.00	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	No data	No data	No data	No data
2024	$154,026	$53,650	$1,076,999	$100,376
2023	$130,879	$49,095	$976,623	$81,784
2022	$16,844	$85,026	$894,839	$-68,182
2021	$219,387	$120,942	$963,021	$98,445

The Newman Foundation Corporation of Nothern Ohio