JOHN A THOMANN MEMORIAL FOUNDATION (EIN 822760672) - 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

2017

Legal Domicile

Principal Officer

NORBERT RAHM

Phone

2122296375

Tax Period

2023-01-01 to 2023-12-31

JOHN A THOMANN MEMORIAL FOUNDATION, founded in 2017, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $70K in total revenue in fiscal year 2023. Revenue fell 67% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $20K, a strong 29% operating margin.

Mission

PROVIDE FINANCIAL ASSISTANCE TO INDIVIDUALS IN NEED AND TO DESERVING ORGANIZATIONS WHO MEET THE CRITERIA SET FORTH BY THE FOUNDATION.

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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 $69,882

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $69,882

Expense Breakdown

Grants Paid $47,283

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $49,100

Other Expenses $2,425

TOTAL EXPENSES $49,708

Year-over-Year Comparison

	2023	2022	Change
Revenue	$69,882	$210,083	-0.7%
Expenses	$49,708	$313,425	-0.8%
Net Income	$20,174	$-103,342	-1.2%

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

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
NORBERT RAHM	PRESIDENT	10.00	Officer Director	$0	$0	$0
KATHLEEN THOMANN	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
ANDREW THOMANN	VICE PRESIDENT	2.00	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	$69,882	$49,708	$133,783	$20,174
2022	$210,083	$313,425	$113,609	$-103,342
2021	$94,530	$25,492	$216,951	$69,038
2020	$48,237	$101,012	$147,913	$-52,775
2019	$130,187	$112,869	$200,688	$17,318
2018	$93,226	$115,450	$183,370	$-22,224
2017	$205,594	No data	$205,594	No data

JOHN A THOMANN MEMORIAL FOUNDATION