THE CALLIOPE JOY FOUNDATION

EIN: 901005140 501(c)(3) Diseases & Disorders

BALA CYNWYD, PA

Total Revenue
$447,670
Total Expenses
$353,990
Total Assets
$306,095
Net Assets
$301,560
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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
2013
Legal Domicile
PA
Principal Officer
MARIA KEFALAS
Phone
6106641588
Tax Period
2022-03-01 to 2023-02-28

THE CALLIOPE JOY FOUNDATION, founded in 2013, is a small nonprofit in the Diseases & Disorders sector that reported $448K in total revenue in fiscal year 2022. Revenue surged 101% from the prior year, signaling strong growth momentum. The organization ran a surplus of $94K, a strong 21% operating margin.

Mission

TO RAISE MONEY FOR CHILDREN AND THEIR FAMILIES IMPACTED BY LEUKODYSTROPHIES

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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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $114,711
Program Service Revenue $0
Investment Income $97
Other Revenue $332,862
TOTAL REVENUE $447,670

Expense Breakdown

Grants Paid $77,577
Salaries & Benefits $71,159
Fundraising Expenses $48,071
Program Expenses $83,041
Other Expenses $205,254
TOTAL EXPENSES $353,990

Year-over-Year Comparison

2022 2021 Change
Revenue $447,670 $223,118 +1.0%
Expenses $353,990 $239,143 +0.5%
Net Income $93,680 $-16,025 -6.8%
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

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Governance

Voting Members
1
Independent Members
1
Employees
2
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
0
$0
Total Directors
1
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MARIA KEFALAS TRUSTEE 20.00
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
2023 $447,670 $353,990 $306,095 $93,680
2022 $223,118 $239,143 $207,880 $-16,025
2021 $175,897 $168,065 $231,369 $7,832
2020 $382,677 $231,071 $218,539 $151,606
2019 $105,326 $77,659 $64,467 $27,667
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