Macy's North Star Relief Fund

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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

2025-02-02 to 2026-01-31

Macy's North Star Relief Fund, founded in 2020, is a small nonprofit in the Public Safety sector that reported $899K in total revenue in fiscal year 2025. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $577K, a strong 64% operating margin.

Mission

TO PROVIDE ASSISTANCE TO EMPLOYEES FOR DISASTER RELIEF AND EMERGENCY HARDSHIPS.

Program Service Accomplishments

Program 1

Expenses: $172,662 Revenue: $1,723,049

Separate grants up to $1,000 were made for hardship assistance. Each grant recipient was an employee of Macy's, Inc. and its subsidiaries.

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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 (2025)

Revenue Breakdown

Contributions & Grants $898,816

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $898,816

Expense Breakdown

Grants Paid $172,662

Salaries & Benefits $0

Fundraising Expenses $61,287

Program Expenses $172,662

Other Expenses $149,646

TOTAL EXPENSES $322,308

Year-over-Year Comparison

	2025	2024	Change
Revenue	$898,816	$702,991	+0.3%
Expenses	$322,308	$939,771	-0.7%
Net Income	$576,508	$-236,780	-3.4%

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
2026	$898,816	$322,308	$1,723,049	$576,508
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