AP GIANNINI FOUNDATION FELLOWSHIP … - Form 990 Financial Data

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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

Legal Domicile

Principal Officer

KEITH MCWILLIAMS

Phone

4159812966

Tax Period

2023-01-01 to 2023-12-31

AP GIANNINI FOUNDATION FELLOWSHIP FUND, founded in 2019, is a small nonprofit in the Education sector that reported $142K in total revenue in fiscal year 2023. Revenue fell 27% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $39K, a strong 27% operating margin.

Mission

THE ORGANIZATIONS PRIMARY MISSION IS TO RAISE FUNDS TO SUPPORT THE ACTIVITIES OF THE A.P. GIANNINI FOUNDATION. THESE FUNDRAISING EFFORTS WILL BE TO BENEFIT THE FELLOWSHIP AND CAREER DEVELOPMENT PROGRAMS CARRIED OUT BY THE A.P. GIANNINI FOUNDATION.

Program Service Accomplishments

Program 1

Expenses: $60,000

FELLOWSHIP AWARD:FOR MEDICAL RESEARCH FELLOWSHIP - BICKS

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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 $128,000

Program Service Revenue $0

Investment Income $13,739

Other Revenue $0

TOTAL REVENUE $141,739

Expense Breakdown

Grants Paid $60,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $60,000

Other Expenses $42,817

TOTAL EXPENSES $102,817

Year-over-Year Comparison

	2023	2022	Change
Revenue	$141,739	$194,032	-0.3%
Expenses	$102,817	$7,310	+13.1%
Net Income	$38,922	$186,722	-0.8%

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

N/A

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
MARK PERRY	CHAIRMAN/DIRECTOR	5.00	Officer Director	$0	$0	$0
KEITH MCWILLIAMS	SECRETARY/DIRECTOR	5.00	Officer Director	$0	$0	$0
MIKE MANTLE	TREASURER/DIRECTOR	5.00	Officer Director	$0	$0	$0
CAROLINE BOITANO	DIRECTOR	0.00	Director	$0	$0	$0
SALLY GEIER	DIRECTOR	0.00	Director	$0	$0	$0
KEITH GROSSMAN	DIRECTOR	0.00	Director	$0	$0	$0
VIRGINIA HAMMERNESS	DIRECTOR	0.00	Director	$0	$0	$0
JACK MEYERS	DIRECTOR	0.00	Director	$0	$0	$0
JOHN RONCA	DIRECTOR	0.00	Director	$0	$0	$0
BRUCE WINTROUB MD	DIRECTOR	0.00	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
2024	No data	No data	No data	No data
2023	$141,739	$102,817	$357,685	$38,922
2022	$194,032	$7,310	$318,763	$186,722
2021	$46,126	No data	$132,041	No data
2020	$85,915	No data	$85,915	No data

AP GIANNINI FOUNDATION FELLOWSHIP FUND