POLISH RETIREMENT FOUNDATION (EIN 952965444) - 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

1974

Legal Domicile

Principal Officer

GRAZYNA WIACEK

Tax Period

2023-01-01 to 2023-12-31

POLISH RETIREMENT FOUNDATION, founded in 1974, is a small nonprofit in the Housing & Shelter sector that reported $214K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. Net assets of $868K represent 49 months of operating reserves.

Mission

HOUSING FOR SENIORS

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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 $87,720

Program Service Revenue $113,335

Investment Income $11,458

Other Revenue $1,982

TOTAL REVENUE $214,495

Expense Breakdown

Grants Paid $0

Salaries & Benefits $88,603

Fundraising Expenses $0

Program Expenses $213,282

Other Expenses $131,690

TOTAL EXPENSES $220,293

Year-over-Year Comparison

	2023	2022	Change
Revenue	$214,495	$227,145	-0.1%
Expenses	$220,293	$198,439	+0.1%
Net Income	$-5,798	$28,706	-1.2%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAN BORKOWSKI	DIRECTOR	1.00	Director	$0	$0	$0
LECH MAKIEWICZ	DIRECTOR	1.00	Director	$0	$0	$0
NATALIA KAMINSKI	SECRETARY	3.00	Officer	$0	$0	$0
GRAZYNA WIACEK	PRESIDENT	5.00	Officer	$0	$0	$0
KRYSTYNA DANKO	TREASURER	8.00	Officer	$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	$214,495	$220,293	$886,506	$-5,798
2022	$227,145	$198,439	$885,746	$28,706
2021	$160,713	$144,933	$858,417	$15,780
2020	$185,294	$185,758	$839,811	$-464
2019	$266,653	$309,707	$842,297	$-43,054
2018	$230,909	$239,309	$881,628	$-8,400
2017	$242,115	$241,709	$886,953	$406

POLISH RETIREMENT FOUNDATION