JEAN DEWITT FITZ MEMORIAL FUND (EIN 581537764) - 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

Principal Officer

SEA STACHURA

Phone

8039791455

Tax Period

2025-01-01 to 2025-12-31

JEAN DEWITT FITZ MEMORIAL FUND is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $50K in total revenue in fiscal year 2025. Revenue surged 95% from the prior year, signaling strong growth momentum. The organization ran a surplus of $45K, a strong 92% operating margin.

Mission

THE FUND'S PRINCIPAL PURPOSE IS TO ASSIST A WRITER'S WORKSHOP OR WRITING CONFERENCE, PREFERABLY IN THE SOUTHEASTERN PART OF THE COUNTRY, SUCH AS THE SANDHILL'S WRITERS' WORKSHOP AND WRITING CONFERENCE.

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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 $25,393

Program Service Revenue $0

Investment Income $24,109

Other Revenue $0

TOTAL REVENUE $49,502

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,788

Other Expenses $4,065

TOTAL EXPENSES $4,065

Year-over-Year Comparison

	2025	2024	Change
Revenue	$49,502	$25,421	+0.9%
Expenses	$4,065	$4,570	-0.1%
Net Income	$45,437	$20,851	+1.2%

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
CATHY FISHMAN	DIRECTOR	N/A	Director	$0	$0	$0
REBECCA HARPER	MEMBER AT LA	N/A	Director	$0	$0	$0
DAVID BARUCH HUTCHISON	MEMBER AT LA	N/A	Director	$0	$0	$0
PAM HAYWARD	SECRETARY	N/A	Officer	$0	$0	$0
KRISTIE R JOHNSON	VICE PRESIDE	N/A	Officer	$0	$0	$0
STANLEY T MACK	TREASURER	N/A	Officer	$0	$0	$0
SEA STACHURA	PRESIDENT	N/A	Officer	$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	$49,502	$4,065	$309,740	$45,437
2024	No data	No data	No data	No data
2023	$29,713	$5,074	$243,452	$24,639
2022	$213,380	$1,563	$218,813	$211,817

JEAN DEWITT FITZ MEMORIAL FUND