THE PANEBIANCO FAMILY FOUNDATION C/O STERLING FOUNDATION MANAGEMENT LLC (EIN 854091151) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2020

Legal Domicile

Principal Officer

JOSEPH PANEBIANCO

Phone

7034379720

Tax Period

2024-01-01 to 2024-12-31

THE PANEBIANCO FAMILY FOUNDATION C/O STERLING FOUNDATION MANAGEMENT LLC, founded in 2020, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.0M in total revenue in fiscal year 2020.

Mission

ASSIST OTHER ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) AND SECTION 509(A)(1) OR SECTION 509(A)(2) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION WILL ACCOMPLISH ITS GOALS BY PROVIDING GRANTS TO OTHER NONPROFIT ORGANIZATIONS AS DETERMINED BY ITS BOARD OF DIRECTORS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $41,707

Program Service Revenue $0

Investment Income $302,798

Other Revenue $-17,659

TOTAL REVENUE $326,846

Expense Breakdown

Grants Paid $75,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $85,500

Other Expenses $47,362

TOTAL EXPENSES $122,362

Year-over-Year Comparison

	2024	2023	Change
Revenue	$326,846	$-148,997	-3.2%
Expenses	$122,362	$65,681	+0.9%
Net Income	$204,484	$-214,678	-2.0%

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
JOSEPH PANEBIANCO	PRESIDENT/DIRECTOR	1.00	Officer Director	$0	$0	$0
MORGAN GRACE PANEBIANCO	SECRETARY/DIRECTOR	1.00	Officer Director	$0	$0	$0
MADELYN ROSE PANEBIANCO	TREASURER/DIRECTOR	1.00	Officer 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	$326,846	$122,362	$1,843,632	$204,484
2023	$-148,997	$65,681	$1,639,148	$-214,678
2022	$10,257	$118,549	$1,853,826	$-108,292
2021	$74,597	$112,479	$1,962,118	$-37,882
2020	$2,000,000	No data	$2,000,000	No data

THE PANEBIANCO FAMILY FOUNDATION C/O STERLING FOUNDATION MANAGEMENT LLC