John T Paolella Family Charitable Foundation (EIN 853121152) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2020

Legal Domicile

Phone

6308656164

Tax Period

2023-01-01 to 2023-12-31

John T Paolella Family Charitable Foundation, founded in 2020, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $145K in total revenue in fiscal year 2023. Revenue fell 84% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $133K, a strong 92% operating margin.

Mission

to provide assistance to children, veterans and the elderly and to make grantsto other charitable,scientific, educational or other organizations described in code section 501(c)(3)

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $115,626

Program Service Revenue $0

Investment Income $29,820

Other Revenue $0

TOTAL REVENUE $145,446

Expense Breakdown

Grants Paid $1,550

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,550

Other Expenses $10,591

TOTAL EXPENSES $12,141

Year-over-Year Comparison

	2023	2022	Change
Revenue	$145,446	$908,194	-0.8%
Expenses	$12,141	$19,250	-0.4%
Net Income	$133,305	$888,944	-0.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
John Paolella	President & CEO	1.00	Officer Director	$0	$0	$0
Tracy Paolella	Director	1.00	Director	$0	$0	$0
Nichole Petrovich	Director	1.00	Director	$0	$0	$0
John T Paolella	Director	1.00	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	$145,446	$12,141	$1,244,599	$133,305
2022	$908,194	$19,250	$918,694	$888,944

John T Paolella Family Charitable Foundation