JOSH SEIDEL MEMORIAL FOUNDATION (EIN 464339719) - 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

2013

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

JOSH SEIDEL MEMORIAL FOUNDATION, founded in 2013, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $207K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $66K, a strong 32% operating margin.

Mission

TO HONOR THE MEMORY OF JOSH SEIDEL BY ASSISTING AND INSPIRING YOUNG PEOPLE TO PARTICIPATE IN PROGRAMS THAT BUILD SCIENCE, ENGINEERING AND TECHNICAL SKILLS, ENCOURAGE ENTREPRENEURISM AND FOSTER THE CONNECTION OF PEOPLE FOR THE GREATER GOOD OF OUR COMMUNITY

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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 $209,430

Program Service Revenue $0

Investment Income $-2,636

Other Revenue $0

TOTAL REVENUE $206,794

Expense Breakdown

Grants Paid $93,500

Salaries & Benefits $0

Fundraising Expenses $41,762

Program Expenses $93,500

Other Expenses $47,493

TOTAL EXPENSES $140,993

Year-over-Year Comparison

	2023	2022	Change
Revenue	$206,794	$219,307	-0.1%
Expenses	$140,993	$101,725	+0.4%
Net Income	$65,801	$117,582	-0.4%

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

100

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
ANGELA TROST	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL LINK	DIRECTOR	1.00	Director	$0	$0	$0
RONALD HEFLEY	DIRECTOR	1.00	Director	$0	$0	$0
JORDAN WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL REED	DIRECTOR	1.00	Director	$0	$0	$0
ERIC TROST	DIRECTOR	1.00	Director	$0	$0	$0
BRADLEY EISEL	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN DEPTULA	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW BOSWORTH	DIRECTOR	1.00	Director	$0	$0	$0
ERIC FRITSCHE	DIRECTOR	1.00	Director	$0	$0	$0
JAN FOGARTY	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL HEFLEY	PRESIDENT DIRECTOR	1.00	Officer Director	$0	$0	$0
MICHAEL MALONEY	DIRECTOR VP TREASURER	1.00	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	No data	No data	No data	No data
2023	$206,794	$140,993	$670,142	$65,801
2022	$219,307	$101,725	$604,341	$117,582
2021	$43,459	$68,792	$486,759	$-25,333
2020	$105,660	$104,083	$551,098	$1,577

JOSH SEIDEL MEMORIAL FOUNDATION