CSZ FOUNDATION INC (EIN 852687045) - 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

JON ZIEKY

Phone

8604621408

Tax Period

2024-01-01 to 2024-12-31

CSZ FOUNDATION INC, founded in 2020, is a small nonprofit in the Health Care sector that reported $408K in total revenue in fiscal year 2024. Revenue surged 36% from the prior year, signaling strong growth momentum. Expenses of $387K left a modest 5% surplus.

Mission

The specific purpose of the Corporation shall include without limitation, charitable and education within the meaning of Section 501(c)(3) of Internal Revenue Code of 1986. Our main focus is anything relating to supporting addicts post rehab.

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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 $375,639

Program Service Revenue $0

Investment Income $32,569

Other Revenue $0

TOTAL REVENUE $408,208

Expense Breakdown

Grants Paid $116,100

Salaries & Benefits $0

Fundraising Expenses $189,875

Program Expenses $116,100

Other Expenses $270,967

TOTAL EXPENSES $387,067

Year-over-Year Comparison

	2024	2023	Change
Revenue	$408,208	$299,582	+0.4%
Expenses	$387,067	$342,677	+0.1%
Net Income	$21,141	$-43,095	-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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JON ZIEKY	DIRECTOR	N/A	Director	$0	$0	$0
CHASE ZIEKY	DIRECTOR	N/A	Director	$0	$0	$0
JAKE ZIEKY	DIRECTOR	N/A	Director	$0	$0	$0
ALEX ZIEKY	DIRECTOR	N/A	Director	$0	$0	$0
DYLAN QUENNEVILLE	DIRECTOR	N/A	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
2025	No data	No data	No data	No data
2024	$408,208	$387,067	$513,790	$21,141
2023	$299,582	$342,677	$471,293	$-43,095
2022	$343,687	$262,748	$461,440	$80,939

CSZ FOUNDATION INC