THE TESORI FAMILY FOUNDATION (EIN 271153318) - 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

ALBERT P TESORI

Phone

9044798330

Tax Period

2024-01-01 to 2024-12-31

THE TESORI FAMILY FOUNDATION, founded in 2009, is a small nonprofit in the Recreation & Sports sector that reported $230K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. The organization ran a surplus of $35K, a strong 15% operating margin.

Mission

TO ACHIEVE GREAT THINGS THROUGH GOD BY LENDING A HELPING HAND, PROVIDING HOPE, AND HEALING HEARTS OF CHILDREN.

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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 $230,407

Program Service Revenue $0

Investment Income $14,489

Other Revenue $-14,731

TOTAL REVENUE $230,165

Expense Breakdown

Grants Paid $41,423

Salaries & Benefits $6,927

Fundraising Expenses $45,442

Program Expenses $135,660

Other Expenses $138,469

TOTAL EXPENSES $194,819

Year-over-Year Comparison

	2024	2023	Change
Revenue	$230,165	$248,297	-0.1%
Expenses	$194,819	$161,817	+0.2%
Net Income	$35,346	$86,480	-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

Employees

N/A

Volunteers

200

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

$6,927

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL MCGRATH	DIRECTOR	1.00	Director	$0	$0	$0
DOTTIE PEPPER	DIRECTOR	1.00	Director	$0	$0	$0
TANYA MCCONNELL	DIRECTOR	1.00	Director	$0	$0	$0
KIM BURCHELL	DIRECTOR	1.00	Director	$0	$0	$0
CLAY BALLARD	DIRECTOR	1.00	Director	$0	$0	$0
SETH STONE	DIRECTOR	1.00	Director	$0	$0	$0
KIRK IRVIN	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES WOODWARD	DIRECTOR	1.00	Director	$0	$0	$0
ANDY BUCKLEY	DIRECTOR	1.00	Director	$0	$0	$0
ALBERT P TESORI	PRESIDENT	1.00	Officer	$0	$0	$0
GRACIE FLANAGAN	EXECUTIVE DIR.	4.00	Officer	$6,927	$0	$6,927

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	$230,165	$194,819	$706,427	$35,346
2023	$248,297	$161,817	$668,756	$86,480
2022	$151,067	$137,945	$582,276	$13,122
2021	$181,192	$91,716	$569,154	$89,476
2020	$220,144	$113,646	$479,678	$106,498
2019	$245,843	$102,759	$373,180	$143,084
2018	$169,189	$60,572	$230,096	$108,617

THE TESORI FAMILY FOUNDATION