JOSEPH J THEINERT MEMORIAL FUND INC (EIN 275268256) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2011

Legal Domicile

Principal Officer

CHRYSTYNA S KESTLER

Phone

6316976447

Tax Period

2022-01-01 to 2022-12-31

JOSEPH J THEINERT MEMORIAL FUND INC, founded in 2011, is a micro nonprofit in the Education sector that reported $51K in total revenue in fiscal year 2022. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $82K exceeded revenue, resulting in a 61% operating deficit.

Mission

TO AWARD SCHOLARSHIPS IN MEMORY OF LT. JOSEPH J. THEINERT AND TO PROVIDE CRUCIAL FUNDS TO ENRICH THE LIVES OF ACTIVE AND VETERAN UNITED STATES SERVICE MEMBERS, THEIR DEPENDENTS AND CAREGIVERS, AND GOLD STAR FAMILIES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $50,959

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $50,959

Expense Breakdown

Grants Paid $69,950

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $76,639

Other Expenses $12,296

TOTAL EXPENSES $82,246

Year-over-Year Comparison

	2022	2021	Change
Revenue	$50,959	$43,583	+0.2%
Expenses	$82,246	$40,170	+1.0%
Net Income	$-31,287	$3,413	-10.2%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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
CHRYSTYNA S KESTLER	PRESIDENT	10.00	Officer	$0	$0	$0
FRANCIS A KESTLER	VICE PRESIDE	10.00	Officer	$0	$0	$0
WILLIAM THEINERT	TREASURER	5.00	Officer	$0	$0	$0
JAMES THEINERT	SECRETARY	5.00	Officer	$0	$0	$0
SUSAN BINDER	TRUSTEE	1.00	Director	$0	$0	$0
EDWARD BROWN	TRUSTEE	1.00	Director	$0	$0	$0
MARGARET DOYLE	TRUSTEE	1.00	Director	$0	$0	$0
MELISSA FEENEY	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL WAYNE MUNDY	TRUSTEE	1.00	Director	$0	$0	$0
VINCENT SEDDIO	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
2022	$50,959	$82,246	$12,034	$-31,287
2021	$43,583	$40,170	$43,321	$3,413
2020	$30,096	$6,687	$39,908	$23,409
2019	$134,859	$137,431	$16,499	$-2,572
2018	$132,153	$140,443	$19,071	$-8,290

JOSEPH J THEINERT MEMORIAL FUND INC