THE PICTSWEET FOUNDATION (EIN 621248225) - 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

1983

Legal Domicile

Principal Officer

ROBERT M FOCKLER

Phone

9017284600

Tax Period

2024-05-01 to 2025-04-30

THE PICTSWEET FOUNDATION, founded in 1983, is a micro nonprofit that reported $92K in total revenue in fiscal year 2024. The organization ran a surplus of $53K, a strong 57% operating margin.

Mission

THE PRIMARY EXEMPT PURPOSE OF THE ORGANIZATION IS TO ASSIST THE COMMUNITY FOUNDATION OF GREATER MEMPHIS, INC. IN CARRYING OUT ITS CHARITABLE MISSION.

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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 $91,764

Other Revenue $0

TOTAL REVENUE $91,764

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $26,636

Other Expenses $39,143

TOTAL EXPENSES $39,143

Year-over-Year Comparison

	2024	2023	Change
Revenue	$91,764	$92,785	0.0%
Expenses	$39,143	$34,088	+0.1%
Net Income	$52,621	$58,697	-0.1%

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

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

$881,055

Total Directors

$707,389

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT M FOCKLER	PRESIDENT	1.00	Officer Director	$0	$50,479	$455,196
J MARTIN REGAN JR	SECRETARY	1.00	Officer Director	$0	$0	$0
JAMES I TANKERSLEY	CHAIR	1.00	Officer Director	$0	$0	$0
KELLE T NORTHERN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
BARBARA S MORA	SECRETARY	1.00	Officer Director	$0	$30,543	$252,193
GARY ZWIERZYNSKI	TREASURER START 9.3.24	1.00	Officer	$0	$27,261	$173,666

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	$91,764	$39,143	$2,387,975	$52,621
2024	$92,785	$34,088	$2,211,375	$58,697
2023	$18,118	$33,156	$2,021,346	$-15,038
2022	$200,727	$38,237	$2,019,338	$162,490
2021	$122,337	$30,744	$2,201,815	$91,593

THE PICTSWEET FOUNDATION