J P FETZEK CHARITABLE FOUNDATION I… - Form 990 Financial Data

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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

1999

Legal Domicile

Principal Officer

JOSEPH P FETZEK

Phone

2083773427

Tax Period

2023-01-01 to 2023-12-31

J P FETZEK CHARITABLE FOUNDATION INC, founded in 1999, is a small nonprofit that reported $195K in total revenue in fiscal year 2023. Revenue surged 273% from the prior year, signaling strong growth momentum. Expenses of $516K exceeded revenue, resulting in a 165% operating deficit.

Mission

TO PROVIDE RELIEF FOR THE POOR AND ADVANCE RELIGION.

Program Service Accomplishments

Program 1

Expenses: $514,306

GENERAL SUPPORT WAS GIVEN TO ORGANIZATIONS IDENTIFIED AS HAVING COMMON PURPOSES, INCLUDING THE CATHOLIC CHURCH AND ITS AFFILIATED ORGANIZATIONS, IN THE AMOUNT OF $400,000. INCLUDED IN THAT AMOUNT WAS $318,000 GIVEN TO AFFILIATED CATHOLIC ORGANIZATIONS WHICH PROVIDE RELIEF TO THE POOR. GENERAL SUPPORT OF $100,000 WAS DONATED TO SCHWAB CHARITABLE FUND. GENERAL SUPPORT WAS GIVEN TO AN ORGANIZATION WHICH PROVIDES RELIEF FOR THE POOR IN THE AMOUNT OF $10,000.

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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 $550

Program Service Revenue $0

Investment Income $194,423

Other Revenue $0

TOTAL REVENUE $194,973

Expense Breakdown

Grants Paid $510,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $514,306

Other Expenses $5,741

TOTAL EXPENSES $515,741

Year-over-Year Comparison

	2023	2022	Change
Revenue	$194,973	$52,245	+2.7%
Expenses	$515,741	$29,088	+16.7%
Net Income	$-320,768	$23,157	-14.9%

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

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

$120,000

Total Directors

$164,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JILL ALDAPE	V President/Dir	0.00	Officer Director	$0	$0	$120,000
SHERYL HANSON	Director	0.00	Director	$0	$0	$44,000
JOSEPH P FETZEK	Pres/Director	1.00	Officer Director	$0	$0	$0
GREG O'SULLIVAN	Secr/Treas/Dir	0.00	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
2023	$194,973	$515,741	$15,352	$-320,768
2020	$117,524	$143,763	$284,161	$-26,239

J P FETZEK CHARITABLE FOUNDATION INC