LISA DENARDO & PETE POLK MEMORIAL FOUNDATION (EIN 834176894) - 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

2019

Principal Officer

FRANK DENARDO JR

Phone

2485500016

Tax Period

2021-01-01 to 2021-12-31

LISA DENARDO & PETE POLK MEMORIAL FOUNDATION, founded in 2019, is a small nonprofit in the Human Services sector that reported $264K in total revenue in fiscal year 2021. The organization ran a surplus of $208K, a strong 79% operating margin.

Mission

PROVIDE FINANCIAL SUPPORT AND ADVOCACY TO CHILDREN AND FAMILIES IN NEED.

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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 (2021)

Revenue Breakdown

Contributions & Grants $264,055

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $264,055

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $870

Program Expenses $49,742

Other Expenses $56,135

TOTAL EXPENSES $56,135

Year-over-Year Comparison

	2021	2020	Change
Revenue	$264,055	N/A	N/A
Expenses	$56,135	N/A	N/A
Net Income	$207,920	N/A	N/A

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
GABRIELLA DENARDO	TRUSTEE	4.00	Director	$0	$0	$0
ISABELLA DENARDO	TRUSTEE	1.00	Director	$0	$0	$0
GINGER ERICKSON	SECRETARY	1.00	Officer Director	$0	$0	$0
KAREN HATLEY	TREASURER	1.00	Officer Director	$0	$0	$0
FRANK DENARDO JR	PRESIDENT	1.00	Officer Director	$0	$0	$0
FRED POLK	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
MATTHEW ROBINSON	DIRECTOR	1.00	Director	$0	$0	$0
WENDY ROBINSON	EXECUTIVE DI	10.00	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
2021	$264,055	$56,135	$240,650	$207,920

LISA DENARDO & PETE POLK MEMORIAL FOUNDATION