THE ZACHARY PLANTZ FOUNDATION (EIN 861231609) - 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

TYLER PLANTZ

Phone

7084790062

Tax Period

2023-07-01 to 2024-06-30

THE ZACHARY PLANTZ FOUNDATION, founded in 2020, is a small nonprofit in the Education sector that reported $194K in total revenue in fiscal year 2023. Revenue fell 37% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $80K, a strong 41% operating margin.

Mission

THE ZAC PLANTZ MEMORIAL FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION DEDICATED TO SHEPHERDING YOUNG MEN AND WOMEN WHO ARE COMMITTED TO CREATING A BETTER TOMORROW.

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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 (2023)

Revenue Breakdown

Contributions & Grants $138,598

Program Service Revenue $0

Investment Income $0

Other Revenue $55,095

TOTAL REVENUE $193,693

Expense Breakdown

Grants Paid $86,825

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $86,825

Other Expenses $26,722

TOTAL EXPENSES $113,547

Year-over-Year Comparison

	2023	2022	Change
Revenue	$193,693	$305,896	-0.4%
Expenses	$113,547	$133,406	-0.1%
Net Income	$80,146	$172,490	-0.5%

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
CHRISTOPHER BROWN	MEMBER	1.00	Director	$0	$0	$0
ROBERT HUGUELET	TREASURER	1.00	Officer Director	$0	$0	$0
LAUREN JOSEPH	SECRETARY	1.00	Officer Director	$0	$0	$0
KATHLEEN HOUGH	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DON GREIWE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LOGAN PLANTZ	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
RON PLANTZ	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
TYLER PLANTZ	PRESIDENT	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
2025	No data	No data	No data	No data
2024	$193,693	$113,547	$585,975	$80,146
2023	$305,896	$133,406	$505,812	$172,490
2022	$229,853	$74,767	$281,775	$155,086

THE ZACHARY PLANTZ FOUNDATION