The Josh Pallotta Fund Inc (EIN 812693903) - 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

2016

Legal Domicile

Tax Period

2024-01-01 to 2024-12-31

The Josh Pallotta Fund Inc, founded in 2016, is a small nonprofit in the Mental Health sector that reported $465K in total revenue in fiscal year 2024. Revenue fell 39% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $105K, a strong 23% operating margin.

Mission

To provide Veterans with Post Tramatic Stress a place to heal spiritually, physically and emotionally with other Veterans. To help provide Veterans with the means to renew.

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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 $401,053

Program Service Revenue $0

Investment Income $64,433

Other Revenue $0

TOTAL REVENUE $465,486

Expense Breakdown

Grants Paid $0

Salaries & Benefits $158,033

Fundraising Expenses $0

Program Expenses $360,659

Other Expenses $202,626

TOTAL EXPENSES $360,659

Year-over-Year Comparison

	2024	2023	Change
Revenue	$465,486	$760,251	-0.4%
Expenses	$360,659	$248,780	+0.4%
Net Income	$104,827	$511,471	-0.8%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Valerie J Pallotta	Director	12.00	Officer	$0	$0	$0
Matija Gubic	Director	10.00	Officer	$0	$0	$0
Sarah Paquette	Director	10.00	Officer	$0	$0	$0
Clifford A Long	Employee	20.00	Key Emp	$0	$0	$0
Andrea A Gagner	Executive Development Director	40.00	Highest	$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	$465,486	$360,659	$1,475,487	$104,827
2023	$760,251	$248,780	$1,372,314	$511,471
2022	$460,513	$271,846	$860,843	$188,667
2021	$510,594	$363,535	$672,176	$147,059
2020	$182,008	$71,382	$525,117	$110,626

The Josh Pallotta Fund Inc