FUNK-ZITIELLO FOUNDATION INC (EIN 813204321) - 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

Principal Officer

MARY HOFFMAN

Phone

9044777627

Tax Period

2023-01-01 to 2023-12-31

FUNK-ZITIELLO FOUNDATION INC, founded in 2016, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $549K in total revenue in fiscal year 2023. Revenue fell 24% from the prior year — a significant decline worth monitoring.

Mission

THE FUNK-ZITIELLO FOUNDATION WAS FORMED TO RAISE FUNDS TO SUPPORT TWO NONPROFIT ORGANIZATIONS. DONATIONS ARE MADE TO MAYO CLINIC FOR PANCREATIC CANCER RESEARCH AND TO THE JT TOWNSEND FOUNDATION TO SUPPORT PEOPLE WITH DISABILITIES BY DONATING ADAPTIVE EQUIPMENT AND OTHER FINANCIAL ASSISTANCE.

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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 $320,554

Program Service Revenue $0

Investment Income $0

Other Revenue $227,976

TOTAL REVENUE $548,530

Expense Breakdown

Grants Paid $550,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $550,000

Other Expenses $10,111

TOTAL EXPENSES $560,111

Year-over-Year Comparison

	2023	2022	Change
Revenue	$548,530	$722,781	-0.2%
Expenses	$560,111	$709,224	-0.2%
Net Income	$-11,581	$13,557	-1.9%

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

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
JUDI ZITIELLO	DIRECTOR	15.00	Director	$0	$0	$0
TOMMY ZITIELLO	DIRECTOR	10.00	Director	$0	$0	$0
SHARON FUNK	DIRECTOR	N/A	Director	$0	$0	$0
FRED FUNK	DIRECTOR	10.00	Director	$0	$0	$0
LOUIS ZITIELLO	DIRECTOR	10.00	Director	$0	$0	$0
MARY HOFFMAN	TREASURER	5.00	Officer 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	$548,530	$560,111	$24,760	$-11,581
2022	$722,781	$709,224	$36,341	$13,557
2021	$390,918	$468,178	$22,784	$-77,260
2020	$370,016	$377,293	$95,773	$-7,277
2019	$606,362	$615,477	$108,028	$-9,115
2018	$567,948	$509,520	$116,436	$58,428

FUNK-ZITIELLO FOUNDATION INC