John J Zupan Foundation C/O HAGEN O'CONNELL LLP (EIN 455501750) - 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

2012

Legal Domicile

Principal Officer

MICHAEL J ZUPAN

Phone

3607372728

Tax Period

2024-01-01 to 2024-12-31

John J Zupan Foundation C/O HAGEN O'CONNELL LLP, founded in 2012, is a small nonprofit that reported $164K in total revenue in fiscal year 2024. Revenue surged 258% from the prior year, signaling strong growth momentum. The organization ran a surplus of $128K, a strong 78% operating margin.

Mission

Charitable, Religious, Educational, and Scientific Purposes.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $171,598

Other Revenue $-7,881

TOTAL REVENUE $163,717

Expense Breakdown

Grants Paid $34,650

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $34,650

Other Expenses $1,112

TOTAL EXPENSES $35,762

Year-over-Year Comparison

	2024	2023	Change
Revenue	$163,717	$45,759	+2.6%
Expenses	$35,762	$45,437	-0.2%
Net Income	$127,955	$322	+396.4%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL J ZUPAN	PRESIDENT	4.0	Officer Director	$0	$0	$0
KENDRA V ZUPAN	SECRETARY	1.0	Officer Director	$0	$0	$0
SANDRA J ZUPAN	DIRECTOR	1.0	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	$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