THE JOEY PIZZANO MEMORIAL FUND INC (EIN 541912956) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

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

1998

Legal Domicile

Principal Officer

ROBERT T PIZZANO JR

Phone

7035491535

Tax Period

2023-01-01 to 2023-12-31

THE JOEY PIZZANO MEMORIAL FUND INC, founded in 1998, is a small nonprofit in the Health Care sector that reported $252K in total revenue in fiscal year 2018. Revenue surged 41% from the prior year, signaling strong growth momentum. The organization ran a surplus of $96K, a strong 38% operating margin.

Mission

TO IMPROVE THE LIVES OF CHILDREN WITH SPECIAL NEEDS AND THEIR FAMILIES.

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $438,301

Program Service Revenue $0

Investment Income $227,685

Other Revenue $-90,588

TOTAL REVENUE $575,398

Expense Breakdown

Grants Paid $56,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $63,017

Other Expenses $34,738

TOTAL EXPENSES $91,238

Year-over-Year Comparison

	2023	2022	Change
Revenue	$575,398	$121,074	+3.8%
Expenses	$91,238	$77,040	+0.2%
Net Income	$484,160	$44,034	+10.0%

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

N/A

Volunteers

120

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
ROBERT T PIZZANO JR	PRESIDENT	4.00	Officer Director	$0	$0	$0
PAOLA PIZZANO	VICE-PRESIDENT	4.00	Officer Director	$0	$0	$0
LISA MARIE PAUL	TREASURER	0.75	Officer Director	$0	$0	$0
CARMEN H EGGE	SECRETARY	0.50	Officer Director	$0	$0	$0
MATHILDE EGGE COYLE	DIRECTOR	0.25	Director	$0	$0	$0
SANDI DALLHOFF	DIRECTOR	0.50	Director	$0	$0	$0
CHRIS DONAVIN	DIRECTOR	0.25	Director	$0	$0	$0
SUE DONAVIN	DIRECTOR	0.50	Director	$0	$0	$0
TOM PIZZANO	DIRECTOR	0.25	Director	$0	$0	$0
CAROLA WILLIAMSON	DIRECTOR	0.75	Director	$0	$0	$0
DAVE PETERSEN	DIRECTOR	0.25	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	$575,398	$91,238	$4,324,220	$484,160
2022	$121,074	$77,040	$3,728,576	$44,034
2021	$503,512	$53,106	$4,361,427	$450,406
2020	$187,244	$136,022	$3,393,763	$51,222
2019	$367,286	$149,504	$2,675,568	$217,782
2018	$252,222	$155,791	$1,114,808	$96,431

THE JOEY PIZZANO MEMORIAL FUND INC