JOEY F CASEY MEMORIAL FOUNDATION (EIN 256594915) - 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

1999

Legal Domicile

Principal Officer

JOSEPH F CASEY

Phone

2153316424

Tax Period

2024-03-01 to 2025-02-28

JOEY F CASEY MEMORIAL FOUNDATION, founded in 1999, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $469K in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $441K left a modest 6% surplus.

Mission

OFFER TUITION REIMBURSEMENT FOR NEEDY STUDENTS.

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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 $467,500

Program Service Revenue $0

Investment Income $1,688

Other Revenue $0

TOTAL REVENUE $469,188

Expense Breakdown

Grants Paid $441,300

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $441,300

Year-over-Year Comparison

	2024	2023	Change
Revenue	$469,188	$432,500	+0.1%
Expenses	$441,300	$449,995	0.0%
Net Income	$27,888	$-17,495	-2.6%

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

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
Joseph F Casey	PRESIDENT	003.00	Director	$0	$0	$0
Nancy J Casey	TREASURER	003.00	Director	$0	$0	$0
Thomas Crossett	VICE PRESIDENT	003.00	Officer	$0	$0	$0
KATHLEEN A MILLIGAN	SECRETARY	003.00	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	$469,188	$441,300	$45,826	$27,888
2024	$432,500	$449,995	$17,938	$-17,495
2023	$502,500	$524,218	$35,433	$-21,718
2022	$532,524	$542,627	$57,151	$-10,103
2020	$522,816	$561,439	$53,237	$-38,623
2019	$523,993	$515,933	$91,860	$8,060

JOEY F CASEY MEMORIAL FOUNDATION