CALIPARI FOUNDATION INC (EIN 455475355) - 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

JEFF ZURCHER

Phone

5132041256

Tax Period

2024-01-01 to 2024-12-31

CALIPARI FOUNDATION INC, founded in 2012, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $127K in total revenue in fiscal year 2024. Revenue fell 44% from the prior year — a significant decline worth monitoring. Expenses of $118K left a modest 7% surplus.

Mission

TO PROVIDE FOR THE PHYSICAL, EDUCATIONAL, LEADERSHIP, AND DEVELOPMENTAL NEEDS OF PEOPLE AND COMMUNITIES, WHILE ENCOURAGING AND EQUIPPING OTHERS TO DO THE SAME.

🔒

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 $125,880

Program Service Revenue $0

Investment Income $829

Other Revenue $0

TOTAL REVENUE $126,709

Expense Breakdown

Grants Paid $14,436

Salaries & Benefits $97,027

Fundraising Expenses $0

Program Expenses $14,436

Other Expenses $6,501

TOTAL EXPENSES $117,964

Year-over-Year Comparison

	2024	2023	Change
Revenue	$126,709	$225,005	-0.4%
Expenses	$117,964	$174,699	-0.3%
Net Income	$8,745	$50,306	-0.8%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELLEN CALIPARI	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JEFF ZURCHER	SEC/TREASURER	5.00	Officer Director	$0	$0	$0
JOHN CALIPARI	PRESIDENT	3.00	Officer 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	$126,709	$117,964	$132,302	$8,745
2023	$225,005	$174,699	$123,557	$50,306
2022	$116,453	$134,689	$73,251	$-18,236
2021	$205,143	$127,632	$171,244	$77,511
2021	$205,143	$207,389	$91,487	$-2,246
2020	$1,027,482	$1,053,800	$93,733	$-26,318
2019	$665,492	$917,014	$120,051	$-251,522
2018	$703,207	$483,400	$371,573	$219,807

CALIPARI FOUNDATION INC