AUGUST F REETZ FOUNDATION (EIN 920061620) - 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

1976

Legal Domicile

Phone

9072977700

Tax Period

2023-07-01 to 2024-06-30

AUGUST F REETZ FOUNDATION, founded in 1976, is a small nonprofit in the Education sector that reported $155K in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $141K, a strong 91% operating margin.

Mission

To aid and assist the establishment development maintenance promotion growth and preservation of parochial education within the Archdiocese of Anchorage-Juneau

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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 $0

Program Service Revenue $0

Investment Income $155,023

Other Revenue $0

TOTAL REVENUE $155,023

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $14,394

TOTAL EXPENSES $14,394

Year-over-Year Comparison

	2023	2022	Change
Revenue	$155,023	$125,390	+0.2%
Expenses	$14,394	$79,674	-0.8%
Net Income	$140,629	$45,716	+2.1%

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
Andrew Bellisario	Archbishop	Director	$0	$0	$0
Kerry Hondl	President		$0	$0	$0
John McCormick	Director		$0	$0	$0
Patrick Travers	Executive Director Treasurer		$0	$0	$0
Matthew Meggs	Treasure		$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	$155,023	$14,394	$1,309,242	$140,629
2023	$125,390	$79,674	$1,178,613	$45,716
2022	$-185,493	$-37,732	$1,122,897	$-147,761
2021	$65,491	$113,855	$1,370,658	$-48,364

AUGUST F REETZ FOUNDATION