THE FERRY FAMILY CHARITABLE FOUNDA… - Form 990 Financial Data

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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

1995

Legal Domicile

Principal Officer

RICHARD FERRY

Phone

2062584261

Tax Period

2023-12-01 to 2024-11-30

THE FERRY FAMILY CHARITABLE FOUNDATION, founded in 1995, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.7M in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $1.1M, a strong 67% operating margin.

Mission

TO SUPPORT THE ROMAN CATHOLIC CHURCH.

Program Service Accomplishments

Program 1

Expenses: $495,940

PROVIDES CASH DONATIONS TO VARIOUS CHARITABLE ORGANIZATIONS THAT ARE DIRECTLY INVOLVED WITH AND PROVIDE SUPPORT TO THE ROMAN CATHOLIC CHURCH.

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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 $578,633

Program Service Revenue $0

Investment Income $533,228

Other Revenue $584,432

TOTAL REVENUE $1,696,293

Expense Breakdown

Grants Paid $492,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $495,940

Other Expenses $70,339

TOTAL EXPENSES $562,839

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,696,293	$1,843,484	-0.1%
Expenses	$562,839	$514,972	+0.1%
Net Income	$1,133,454	$1,328,512	-0.1%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD M FERRY	PRESIDENT & DIRECTOR	2.00	Officer Director	$0	$0	$0
MARGARET FERRY OREM	SECRETARY	2.00	Officer Director	$0	$0	$0
MONSIGNOR GREGORY COX	CFO & DIRECTOR	1.00	Officer Director	$0	$0	$0
PETER W MULLIN	VP & DIRECTOR	1.00	Officer 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	$1,696,293	$562,839	$14,910,651	$1,133,454
2023	$1,843,484	$514,972	$13,510,194	$1,328,512
2022	$517,819	$635,270	$12,458,866	$-117,451
2021	$2,012,520	$448,381	$12,576,317	$1,564,139
2020	$2,818,424	$580,883	$11,348,136	$2,237,541
2019	$803,954	$602,756	$10,230,500	$201,198
2018	$728,687	$372,989	$10,029,302	$355,698

THE FERRY FAMILY CHARITABLE FOUNDATION