CASEY FELDMAN MEMORIAL FOUNDATION (EIN 270877433) - 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

2009

Legal Domicile

Principal Officer

DIANNE L ANDERSON ESQ

Phone

2152859145

Tax Period

2023-01-01 to 2023-12-31

CASEY FELDMAN MEMORIAL FOUNDATION, founded in 2009, is a small nonprofit in the Education sector that reported $218K in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year. Expenses of $191K left a modest 12% surplus.

Mission

CONDUCTS PROGRMS ON DANGERS OF AND TO END DISTRACTED DRIVING; PROMOTES STUDENTS TO BE COMMUNITY VOLUNTEERS.

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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 $205,147

Program Service Revenue $0

Investment Income $12,422

Other Revenue $0

TOTAL REVENUE $217,569

Expense Breakdown

Grants Paid $12,895

Salaries & Benefits $40,044

Fundraising Expenses $0

Program Expenses $178,057

Other Expenses $138,541

TOTAL EXPENSES $191,480

Year-over-Year Comparison

	2023	2022	Change
Revenue	$217,569	$259,109	-0.2%
Expenses	$191,480	$250,433	-0.2%
Net Income	$26,089	$8,676	+2.0%

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

$36,000

Total Directors

$36,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOEL D FELDMAN	PRESIDENT/DIRECTOR	35.00	Officer Director	$36,000	$0	$36,000
DIANNE L ANDERSON	SECRETARY/DIRECTOR	15.00	Officer Director	$0	$0	$0
BRETT FELDMAN	TREASURER/DIRECTOR	2.00	Officer Director	$0	$0	$0
KELSEY BUTLER	DIRECTOR	1.00	Director	$0	$0	$0
JANINE REPKA GUZZONE	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW THORNTON	DIRECTOR	1.00	Director	$0	$0	$0
BROOKE BURDGE	DIRECTOR	1.00	Director	$0	$0	$0
RACHAEL KEMMEY	DIRECTOR	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
2024	No data	No data	No data	No data
2023	$217,569	$191,480	$394,590	$26,089
2022	$259,109	$250,433	$342,715	$8,676
2021	$176,264	$95,475	$371,391	$80,789
2020	$105,636	$105,823	$295,588	$-187
2019	$233,927	$180,956	$276,833	$52,971

CASEY FELDMAN MEMORIAL FOUNDATION