THE ZALLIE COMMUNITY FOUNDATION (EIN 881809671) - 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

2022

Legal Domicile

Phone

6095464323

Tax Period

2023-01-01 to 2023-12-31

THE ZALLIE COMMUNITY FOUNDATION, founded in 2022, is a small nonprofit in the Food, Agriculture & Nutrition sector that reported $683K in total revenue in fiscal year 2023. The organization ran a surplus of $108K, a strong 16% operating margin.

Mission

The Zallie Community Foundation helps communities thrive through direct grants, in-kind donations, and partnerships with local and regional non-profit organizations that encourage healthy living.

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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 $611,886

Program Service Revenue $0

Investment Income $0

Other Revenue $70,803

TOTAL REVENUE $682,689

Expense Breakdown

Grants Paid $464,929

Salaries & Benefits $0

Fundraising Expenses $4,000

Program Expenses $532,022

Other Expenses $109,523

TOTAL EXPENSES $574,452

Year-over-Year Comparison

	2023	2022	Change
Revenue	$682,689	N/A	N/A
Expenses	$574,452	N/A	N/A
Net Income	$108,237	N/A	N/A

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	Role	Reportable Comp	Other Comp	Total
RENEE ZALLIE	President	Director	$0	$0	$0
KIM BEZANIS	Vice President	Director	$0	$0	$0
STAN KLETKEWICZ	Secretary	Director	$0	$0	$0
ADAM DREWRY	Treasurer	Director	$0	$0	$0
MAUREEN DOWLING	Director	Director	$0	$0	$0
ROBERT EGAN	Director	Director	$0	$0	$0
THERESA FREEDMAN	Director	Director	$0	$0	$0
BOB SCHWARTZ	Director	Director	$0	$0	$0
DAVID ZALLIE	Director	Director	$0	$0	$0
GIULIANA ZALLIE	Director	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	$682,689	$574,452	$198,220	$108,237

THE ZALLIE COMMUNITY FOUNDATION