JOHN J GARBARINO & ADRIENNE HOUSSIERE (EIN 726200543) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

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

1999

Legal Domicile

Phone

3378040880

Tax Period

2024-01-01 to 2024-12-31

JOHN J GARBARINO & ADRIENNE HOUSSIERE, founded in 1999, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $89K in total revenue in fiscal year 2024. Revenue surged 74% from the prior year, signaling strong growth momentum. Expenses of $80K left a modest 10% surplus.

Mission

THE JOHN & ADRIENNE GARBARINO TRUST 2 IS A CHARITABLE TRUST UNDER LOUISIANA LAW. THE PURPOSE OF THE TRUST IS TO HOLD AND INVEST ASSETS CONTRIBUTED TO THE ORGANIZATION AND TO DISTRIBUTE THE ANNUAL EARNINGS TO OUR LADY HELP OF CHRISTIANS CATHOLIC CHURCH FOR RELIGIOUS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $69,326

Other Revenue $19,963

TOTAL REVENUE $89,289

Expense Breakdown

Grants Paid $61,864

Salaries & Benefits $16,469

Fundraising Expenses $0

Program Expenses $61,864

Other Expenses $2,166

TOTAL EXPENSES $80,499

Year-over-Year Comparison

	2024	2023	Change
Revenue	$89,289	$51,277	+0.7%
Expenses	$80,499	$78,498	+0.0%
Net Income	$8,790	$-27,221	-1.3%

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

N/A

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
ROBERT L COLE	TRUSTEE	3.0	Director	$0	$0	$0
N/A	TRUSTEE	5.0		$16,469	$0	$16,469

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	$89,289	$80,499	$1,030,185	$8,790
2023	$51,277	$78,498	$1,021,393	$-27,221
2022	$46,473	$74,083	$1,047,550	$-27,610
2021	$152,060	$80,602	$1,075,810	$71,458
2020	$77,623	$111,194	$1,003,784	$-33,571
2018	$99,647	$42,915	$1,090,029	$56,732

JOHN J GARBARINO & ADRIENNE HOUSSIERE