SYKORA FAMILY FOUNDATION

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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

2023

Legal Domicile

Principal Officer

ANNETTE SYKORA

Phone

8065493010

Tax Period

2023-11-20 to 2023-12-31

SYKORA FAMILY FOUNDATION, founded in 2023, is a small nonprofit in the Education sector that reported $200K in total revenue in fiscal year 2023.

Mission

TO FURTHERS THE VISION OF SMITH AUTO FAMILY "FAMILIES HELPING FAMILIES" BY PROVIDING FINANCIAL ASSISTANCE FOR CHILDREN OF EMPLOYEES PURSUING HIGHER EDUCATION AFTER HIGH SCHOOL GRADUATION.

Program Service Accomplishments

Program 1

THE SYKORA FAMILY FOUNDATION FURTHERS THE VISION OF SMITH AUTO FAMILY "FAMILIES HELPING FAMILIES" BY PROVIDING FINANCIAL ASSISTANCE FOR CHILDREN OF EMPLOYEES PURSUING HIGHER EDUCATION AFTER HIGH...

THE SYKORA FAMILY FOUNDATION FURTHERS THE VISION OF SMITH AUTO FAMILY "FAMILIES HELPING FAMILIES" BY PROVIDING FINANCIAL ASSISTANCE FOR CHILDREN OF EMPLOYEES PURSUING HIGHER EDUCATION AFTER HIGH SCHOOL GRADUATION.

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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 $200,000

Program Service Revenue $0

Investment Income $35

Other Revenue $0

TOTAL REVENUE $200,035

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	$200,035	N/A	N/A
Expenses	N/A	N/A	N/A
Net Income	N/A	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	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNETTE SYKORA	PRESIDENT	1.00	Director	$0	$0	$0
PAT SYKORA	VICE PRESIDENT	1.00	Director	$0	$0	$0
CHRISTENA STEPHENS	SECRETARY/TREASURER	1.00	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	$200,035	No data	$200,035	No data