MASSIMINO CATALDO FUND (EIN 237100538) - 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

1939

Legal Domicile

Principal Officer

ANNIE MACKENZIE

Phone

6176408755

Tax Period

2025-01-01 to 2025-12-31

MASSIMINO CATALDO FUND, founded in 1939, is a micro nonprofit that reported $96K in total revenue in fiscal year 2025. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $28K, a strong 29% operating margin.

Mission

TO PROVIDE CONSTRUCTION AND IMPROVEMENT SUPPORT TO NON-PROFIT ORGANIZATIONS IN ACCORDANCE WITH THE PROVISIONS OF THE MASSIMO CATALDO FUND CHARTER.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $95,556

Other Revenue $0

TOTAL REVENUE $95,556

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $63,059

Other Expenses $68,013

TOTAL EXPENSES $68,013

Year-over-Year Comparison

	2025	2024	Change
Revenue	$95,556	$78,727	+0.2%
Expenses	$68,013	$4,919	+12.8%
Net Income	$27,543	$73,808	-0.6%

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

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
CAMPBELL MACKENZIE	CHAIRMAN	7.00	Officer Director	$0	$0	$0
ANNIE MACKENZIE	TREASURER	7.00	Officer Director	$0	$0	$0
KATIE MATARAZZO	TRUSTEE	1.00	Director	$0	$0	$0
PETER MAGLIA	SECRETARY	1.00	Officer Director	$0	$0	$0
SUSAN KEAYS	TRUSTEE	1.00	Director	$0	$0	$0
LISA LASKY	TRUSTEE	1.00	Director	$0	$0	$0
DIANA DORCI	TRUSTEE	1.00	Director	$0	$0	$0
ROSIE WILLIAMS	TRUSTEE	1.00	Director	$0	$0	$0
SUSAN SERVAIS	TRUSTEE	1.00	Director	$0	$0	$0
CATHERINE MCEACHERN	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	$95,556	$68,013	$589,801	$27,543
2024	No data	No data	No data	No data
2023	$56,863	$94,734	$616,782	$-37,871
2022	$36,935	$95,354	$616,741	$-58,419
2021	$10,506	$81,760	$753,783	$-71,254
2020	$31,313	$4,761	$681,088	$26,552
2018	$63,217	$74,168	$582,463	$-10,951

MASSIMINO CATALDO FUND