THE JT MESTDAGH FOUNDATION

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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

2018

Legal Domicile

Principal Officer

JAMES T MESTDAGH JR

Phone

5867774774

Tax Period

2023-01-01 to 2023-12-31

THE JT MESTDAGH FOUNDATION, founded in 2018, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $236K in total revenue in fiscal year 2023. Revenue surged 73% from the prior year, signaling strong growth momentum. The organization ran a surplus of $117K, a strong 50% operating margin.

Mission

THE ORGANIZATION'S PRIMARY MISSION IS TO ENCOURAGE AND SUPPORT, DIRECTLY AND INDIRECTLY, CHILDREN AND YOUTH WHO HAVE FACED PHYSICAL AND EDUCATIONAL CHALLENGES RELATED TO HEALTH OR DISABILITY.

Program Service Accomplishments

Program 1

Expenses: $38,000

THE JT MESTDAGH FOUNDATION BRINGS ENCOURAGEMENT, JOY, AND LAUGHTER TO INDIVIDUALS WITH PHYSICAL AND LEARNING DISABILITIES AND THEIR FAMILIES, AND PROVIDES FINANCIAL SUPPORT TO INDIVIDUALS TO HELP...

THE JT MESTDAGH FOUNDATION BRINGS ENCOURAGEMENT, JOY, AND LAUGHTER TO INDIVIDUALS WITH PHYSICAL AND LEARNING DISABILITIES AND THEIR FAMILIES, AND PROVIDES FINANCIAL SUPPORT TO INDIVIDUALS TO HELP DEFRAY THE FINANCIAL COSTS ASSOCIATED WITH SEEKING MEDICAL, EDUCATIONAL, SOCIAL SERVICES AND RELATED ASSISTANCE. THE JT MESTDAGH FOUNDATION PROVIDES VARIOUS GIFTS, GRANTS AND DONATIONS TO FOUNDATIONS, CORPORATIONS, AND/OR ORGANIZATIONS WHICH ARE ORGANIZED AND OPERATED EXCLUSIVELY FOR A RELIGIOUS, CHARITABLE OR EDUCATIONAL PURPOSE WHICH FIT THE MISSION OF THE ORGANIZATION.

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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 $227,548

Program Service Revenue $0

Investment Income $8,040

Other Revenue $0

TOTAL REVENUE $235,588

Expense Breakdown

Grants Paid $38,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $38,000

Other Expenses $80,351

TOTAL EXPENSES $118,351

Year-over-Year Comparison

	2023	2022	Change
Revenue	$235,588	$136,248	+0.7%
Expenses	$118,351	$89,042	+0.3%
Net Income	$117,237	$47,206	+1.5%

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

$165,000

Total Directors