John J Zupan Foundation C/O HAGEN … - Form 990 Financial Data

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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

2012

Legal Domicile

Principal Officer

MICHAEL J ZUPAN

Phone

3607372728

Tax Period

2025-01-01 to 2025-12-31

John J Zupan Foundation C/O HAGEN O'CONNELL LLP, founded in 2012, is a micro nonprofit that reported $20K in total revenue in fiscal year 2025. Revenue fell 88% from the prior year — a significant decline worth monitoring. Expenses of $29K exceeded revenue, resulting in a 43% operating deficit.

Mission

PURPOSE OF THE FOUNDATION IS EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, EDUCATIONAL, AND SCIENTIFIC PURPOSES.

Program Service Accomplishments

Program 1

Expenses: $27,750

To provide financial assistance to support education at local area schools.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $33,869

Other Revenue $-13,587

TOTAL REVENUE $20,282

Expense Breakdown

Grants Paid $27,750

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $27,750

Other Expenses $1,224

TOTAL EXPENSES $28,974

Year-over-Year Comparison

	2025	2024	Change
Revenue	$20,282	$163,717	-0.9%
Expenses	$28,974	$35,762	-0.2%
Net Income	$-8,692	$127,955	-1.1%

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

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	Role	Reportable Comp	Other Comp	Total
MICHAEL J ZUPAN	PRESIDENT	Officer Director	$0	$0	$0
KENDRA V ZUPAN	SECRETARY	Officer Director	$0	$0	$0
SANDRA J ZUPAN	DIRECTOR	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	$20,282	$28,974	$985,323	$-8,692
2024	$163,717	$35,762	$994,015	$127,955
2023	$45,759	$45,437	$866,060	$322
2022	$31,270	$20,636	$865,738	$10,634
2021	$342,332	$16,263	$855,104	$326,069
2020	$167,833	$20,103	$529,035	$147,730
2019	$-75,079	$12,186	$381,305	$-87,265
2018	$200,175	$19,269	$468,609	$180,906

John J Zupan Foundation C/O HAGEN O'CONNELL LLP