The Cressy Foundation Inc (EIN 351994475) - 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

1996

Legal Domicile

Principal Officer

M Rose Meissner

Phone

5742320041

Tax Period

2023-07-01 to 2024-06-30

The Cressy Foundation Inc, founded in 1996, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $266K in total revenue in fiscal year 2023. Revenue fell 26% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $103K, a strong 39% operating margin.

Mission

The Cressy Foundation supports charitable, educational and religious purposes benefitting citizens of St. Joseph County, Indiana.

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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 $251,407

Program Service Revenue $0

Investment Income $14,426

Other Revenue $0

TOTAL REVENUE $265,833

Expense Breakdown

Grants Paid $116,134

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $116,134

Other Expenses $46,876

TOTAL EXPENSES $163,010

Year-over-Year Comparison

	2023	2022	Change
Revenue	$265,833	$358,518	-0.3%
Expenses	$163,010	$212,943	-0.2%
Net Income	$102,823	$145,575	-0.3%

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

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
Donald G Cressy	President	1.00	Officer Director	$0	$0	$0
Kiernan Anzelc	Vice President	1.00	Officer Director	$0	$0	$0
M Rose Meissner	Secretary/Treasurer	1.00	Officer Director	$0	$0	$0
John C Firth	Director	1.00	Director	$0	$0	$0
Catherine A Wynne	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
2025	No data	No data	No data	No data
2024	$265,833	$163,010	$1,937,940	$102,823
2023	$358,518	$212,943	$1,938,570	$145,575
2022	$369,140	$172,312	$1,931,150	$196,828
2021	$412,535	$170,326	$2,161,118	$242,209
2020	$358,274	$1,018,377	$1,778,896	$-660,103

The Cressy Foundation Inc