THE JT MESTDAGH FOUNDATION (EIN 825325378) - 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

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 FOUNDATION'S FOCUS IS TO DIRECT EFFORTS ON ASSISTING CHILDREN WITH CONGENITAL COLORECTAL ISSUES BY SUPPORTING THEM, THEIR FAMILIES AND CAREGIVERS.

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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

$165,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES T MESTDAGH JR	PRESIDENT	20.00	Officer Director	$0	$0	$15,000
JAMES T MESTDAGH SR	VP & TREASURER	1.00	Officer Director	$0	$0	$0
KRISTINE B MESTDAGH	VP & SECRETARY	10.00	Officer Director	$0	$0	$150,000

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	$235,588	$118,351	$370,034	$117,237
2022	$136,248	$89,042	$252,797	$47,206
2021	$244,847	$71,151	$205,591	$173,696

THE JT MESTDAGH FOUNDATION