TERRY FATOR FOUNDATION (EIN 822023672) - 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

2017

Legal Domicile

Principal Officer

Angela M Fiore-Fator

Phone

7022540203

Tax Period

2024-01-01 to 2024-12-31

TERRY FATOR FOUNDATION, founded in 2017, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $965K in total revenue in fiscal year 2024. Revenue surged 2879% from the prior year, signaling strong growth momentum. The organization ran a surplus of $929K, a strong 96% operating margin.

Mission

The Terry Fator Foundation raises and administers funds for charitable purposes focusing on supporting children, military service members, veterans, first responders and their families.

🔒

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 $958,990

Program Service Revenue $0

Investment Income $0

Other Revenue $5,706

TOTAL REVENUE $964,696

Expense Breakdown

Grants Paid $2,500

Salaries & Benefits $20,000

Fundraising Expenses $0

Program Expenses $2,500

Other Expenses $13,167

TOTAL EXPENSES $35,667

Year-over-Year Comparison

	2024	2023	Change
Revenue	$964,696	$32,383	+28.8%
Expenses	$35,667	$8,157	+3.4%
Net Income	$929,029	$24,226	+37.3%

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

Employees

N/A

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

$20,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Angela M Fiore-Fator	President	10.00	Officer Director	$0	$0	$0
Clifford Davis	Director	40.00	Director	$20,000	$0	$20,000
Terry W Fator	Treasurer	10.00	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	$964,696	$35,667	$970,323	$929,029

TERRY FATOR FOUNDATION