Macy's North Star Relief Fund (EIN 852302217) - 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

2020

Legal Domicile

Principal Officer

Kathy Bernhardt

Phone

5137821200

Tax Period

2024-02-04 to 2025-02-01

Macy's North Star Relief Fund, founded in 2020, is a small nonprofit in the Public Safety sector that reported $703K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Expenses of $940K exceeded revenue, resulting in a 34% operating deficit.

Mission

To provide assistance to employees for disaster relief and emergency hardships.

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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 (2024)

Revenue Breakdown

Contributions & Grants $702,991

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $702,991

Expense Breakdown

Grants Paid $833,981

Salaries & Benefits $0

Fundraising Expenses $12,250

Program Expenses $833,981

Other Expenses $105,790

TOTAL EXPENSES $939,771

Year-over-Year Comparison

	2024	2023	Change
Revenue	$702,991	$781,040	-0.1%
Expenses	$939,771	$371,753	+1.5%
Net Income	$-236,780	$409,287	-1.6%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
KATHY BERNHARDT	PRESIDENT & DIRECTOR	Officer Director	$0	$0	$0
ALI ALUROVIC	SECRETARY & DIRECTOR	Officer Director	$0	$0	$0
TONY PASTURA	TREASURER & DIRECTOR	Officer Director	$0	$0	$0
MATTHEW S SCHROEDER	VICE PRESIDENT	Officer	$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
2025	$702,991	$939,771	$1,146,541	$-236,780
2024	$781,040	$371,753	$1,383,321	$409,287
2023	$761,299	$506,443	$974,034	$254,856
2022	$819,300	$343,590	$723,578	$475,710
2021	$250,000	$2,132	$247,868	$247,868

Macy's North Star Relief Fund