Fox Cares Foundation (EIN 812961696) - 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

Bruce Kotarek

Tax Period

2023-01-01 to 2023-12-31

Fox Cares Foundation is a small nonprofit in the Philanthropy & Grantmaking sector that reported $222K in total revenue in fiscal year 2023. Revenue surged 37% from the prior year, signaling strong growth momentum. Expenses of $195K left a modest 12% surplus.

Mission

Provide assistance to Nonprofit The mission is to provide financial assistance to nonprofits that focus on Homelessness, Hunger and the Arts

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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 $215,539

Program Service Revenue $0

Investment Income $6,191

Other Revenue $0

TOTAL REVENUE $221,730

Expense Breakdown

Grants Paid $144,953

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $50,420

TOTAL EXPENSES $195,373

Year-over-Year Comparison

	2023	2022	Change
Revenue	$221,730	$161,705	+0.4%
Expenses	$195,373	$69,120	+1.8%
Net Income	$26,357	$92,585	-0.7%

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 Harvath	Executive Dir	40	Director	$0	$0	$0
Bruce Kotarek	President	10	Officer Director	$0	$0	$0
Jon Wanie	Vice President	5	Officer Director	$0	$0	$0
James Kilsdonk	Treasurer	5	Officer Director	$0	$0	$0
Amanda Brown	Secretary	5	Officer Director	$0	$0	$0
Lynn Hopfenspe	Director	5	Director	$0	$0	$0
Liz Wollenberg	Director	5	Director	$0	$0	$0
Jordan Parkin	Director	5	Director	$0	$0	$0
Rich Scott	Director	5	Director	$0	$0	$0
Lynn Peters	Director	5	Director	$0	$0	$0
Daniel Shepher	Director	5	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	$221,730	$195,373	$334,155	$26,357

Fox Cares Foundation