AJ BEAR PIEKARSKI SCHOLARSHIP AND CHARIT AND CHARITABLE FUND (EIN 920096082) - 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

2005

Legal Domicile

Principal Officer

AUGUSTINE MERRICK II

Phone

9073410341

Tax Period

2023-01-01 to 2023-12-31

AJ BEAR PIEKARSKI SCHOLARSHIP AND CHARIT AND CHARITABLE FUND, founded in 2005, is a micro nonprofit that reported $83K in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year.

Mission

TO SUPPORT AND STRENGTHEN THE COMMITMENT OF THE CITIZENS AND THE GOVERNMENT TO EXCELLENCE IN PUBLIC EDUCATION AND SUPPORT AT ALL LEVELS.

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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 $130,908

Program Service Revenue $0

Investment Income $0

Other Revenue $-47,795

TOTAL REVENUE $83,113

Expense Breakdown

Grants Paid $81,611

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $6,381

TOTAL EXPENSES $87,992

Year-over-Year Comparison

	2023	2022	Change
Revenue	$83,113	$91,989	-0.1%
Expenses	$87,992	$78,088	+0.1%
Net Income	$-4,879	$13,901	-1.4%

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

N/A

Employees

N/A

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

$1,326,204

Total Directors

$1,326,204

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AUGUSTINE MERRICK II	SECRETARY/TREASURER	1.00	Officer Director	$0	$157,057	$473,069
BRANDON CALCATERRA	PRESIDENT	1.00	Officer Director	$0	$135,019	$349,022
SERGIO ACUNA	VICE PRESIDENT	1.00	Officer Director	$0	$112,192	$254,973
WES CANFIELD	RECORDING SECRETARY	1.00	Officer Director	$0	$105,098	$233,883
DAVID LITTLETON	EXECUTIVE BOARD	1.00	Officer Director	$0	$0	$5,457
PAUL LARSON	EXECUTIVE BOARD	1.00	Officer Director	$0	$0	$5,000
WILFORD ALEXANDER	EXECUTIVE BOARD	1.00	Officer Director	$0	$0	$4,800

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	$83,113	$87,992	$24,517	$-4,879
2022	$91,989	$78,088	$29,396	$13,901
2021	$87,358	$85,604	$15,495	$1,754
2020	$46,091	$81,827	$31,841	$-35,736
2019	$137,973	$103,694	$49,477	$34,279
2018	$75,404	$88,569	$15,198	$-13,165

AJ BEAR PIEKARSKI SCHOLARSHIP AND CHARIT AND CHARITABLE FUND