JULIE AND MICHAEL TRACY FAMILY FOUNDATION (EIN 371667452) - 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

2012

Legal Domicile

Principal Officer

MAURA MCCARTHY

Phone

7733775691

Tax Period

2024-07-01 to 2025-06-30

JULIE AND MICHAEL TRACY FAMILY FOUNDATION, founded in 2012, is a community nonprofit in the Diseases & Disorders sector that reported $1.4M in total revenue in fiscal year 2024. The organization ran a surplus of $224K, a strong 16% operating margin.

Mission

THE FOUNDATION IS DEDICATED TO CHANGING OUTCOMES FOR YOUNG ADULTS WITH AUTISM THROUGH AN INTEGRATED COMMUNITY LIFE THAT ADVANCES SOCIAL AND VOCATIONAL OPPORTUNITIES.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $1,320,150

Program Service Revenue $97,462

Investment Income $7,366

Other Revenue $12,992

TOTAL REVENUE $1,437,970

Expense Breakdown

Grants Paid $0

Salaries & Benefits $666,376

Fundraising Expenses $44,383

Program Expenses $899,427

Other Expenses $547,959

TOTAL EXPENSES $1,214,335

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,437,970	$1,435,168	+0.0%
Expenses	$1,214,335	$1,256,047	0.0%
Net Income	$223,635	$179,121	+0.2%

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

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

$136,978

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARBARA ZAWACKI	PRESIDENT	2.00	Officer Director	$0	$0	$0
JOSEPH D FROELICH	TREASURER	2.00	Officer Director	$0	$0	$0
ANDREA TRUBIANO	SECRETARY	2.00	Officer Director	$0	$0	$0
MARY WALSH	DIRECTOR	2.00	Director	$0	$0	$0
WARREN RIBLEY	DIRECTOR	2.00	Director	$0	$0	$0
MEGHAN DAVIDSON	DIRECTOR	2.00	Director	$0	$0	$0
AINE O'BRIEN	DIRECTOR	40.00	Director	$0	$0	$0
MAURA MCCARTHY	EXECUTIVE DIRECTOR	40.00	Officer	$136,978	$0	$136,978

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	$1,437,970	$1,214,335	$1,336,341	$223,635
2024	$1,435,168	$1,256,047	$1,214,765	$179,121
2023	$585,736	$651,470	$933,203	$-65,734
2022	$1,082,045	$1,044,921	$1,040,265	$37,124
2021	$835,287	$933,712	$897,471	$-98,425
2020	$793,231	$945,717	$1,049,009	$-152,486
2019	$892,035	$702,321	$1,185,165	$189,714
2018	$537,497	$474,745	$980,222	$62,752

JULIE AND MICHAEL TRACY FAMILY FOUNDATION