ELIZA JULIET NORTON MEMORIAL FOUNDATION (EIN 920513997) - 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

Principal Officer

Lauren Coppola

Phone

6172672300

Tax Period

2023-01-01 to 2023-12-31

ELIZA JULIET NORTON MEMORIAL FOUNDATION, founded in 2022, is a small nonprofit in the Recreation & Sports sector that reported $348K in total revenue in fiscal year 2023. The organization ran a surplus of $166K, a strong 48% operating margin.

Mission

Provides children with increased access to and enhanced experiences in athletics and beyond with a focus on teamwork, good sportsmanship, and community building. It provides support and resources through community improvements, educational programs and athletic scholarships.

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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 $382,652

Program Service Revenue $0

Investment Income $2,980

Other Revenue $-37,133

TOTAL REVENUE $348,499

Expense Breakdown

Grants Paid $181,604

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $181,604

Other Expenses $554

TOTAL EXPENSES $182,158

Year-over-Year Comparison

	2023	2022	Change
Revenue	$348,499	N/A	N/A
Expenses	$182,158	N/A	N/A
Net Income	$166,341	$0	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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Thomas Jackson	Treasurer	2.00	Officer	$0	$0	$0
Julie Norton	Co-Chair	2.00	Officer Director	$0	$0	$0
Mark Norton	Co-Chair	2.00	Officer Director	$0	$0	$0
Lauren Coppola	Secretary	2.00	Officer	$0	$0	$0
Bethany Bergeron	Director	2.00	Director	$0	$0	$0
Gary Norton	Director	2.00	Director	$0	$0	$0
Jillian Kohl	Executive Director	2.00	Director	$0	$0	$0
Rebecca DiJulia	Director	2.00	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
2024	No data	No data	No data	No data
2023	$348,499	$182,158	$166,341	$166,341

ELIZA JULIET NORTON MEMORIAL FOUNDATION