THE FERTEL FOUNDATION (EIN 721479255) - 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

ANDREW KOPPLIN

Phone

5045984663

Tax Period

2023-01-01 to 2023-12-31

THE FERTEL FOUNDATION, founded in 1983, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $62K in total revenue in fiscal year 2023. Revenue surged 102% from the prior year, signaling strong growth momentum. Expenses of $237K exceeded revenue, resulting in a 280% operating deficit.

Mission

THE FERTEL FOUNDATION WAS ORGANIZED SPECIFICALLY AS A SUPPORT ORGANIZATION (CONT'D ON SCH. O) OF THE GREATER NEW ORLEANS FOUNDATION, A NON PROFIT ORGANIZATION EXEMPT UNDER 501(C)3.

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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 $0

Program Service Revenue $0

Investment Income $34,838

Other Revenue $27,509

TOTAL REVENUE $62,347

Expense Breakdown

Grants Paid $210,850

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $210,850

Other Expenses $26,337

TOTAL EXPENSES $237,187

Year-over-Year Comparison

	2023	2022	Change
Revenue	$62,347	$30,870	+1.0%
Expenses	$237,187	$86,356	+1.7%
Net Income	$-174,840	$-55,486	+2.2%

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

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

$449,264

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RANDY FERTEL	CHAIRMAN	2.00	Officer Director	$0	$0	$0
ANDREW KOPPLIN	DIRECTOR	2.00	Director	$0	$55,624	$449,264
LEANN MOSES	DIRECTOR	2.00	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	$62,347	$237,187	$2,849,699	$-174,840
2022	$30,870	$86,356	$2,742,682	$-55,486
2021	$177,494	$228,183	$3,205,884	$-50,689
2020	$54,296	$132,150	$3,053,729	$-77,854
2019	$162,766	$193,498	$2,913,109	$-30,732
2018	$160,041	$205,566	$2,641,294	$-45,525

THE FERTEL FOUNDATION