Advisors Charitable Gift Fund

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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

2003

Legal Domicile

Principal Officer

Christopher Hulse

Phone

7819705077

Tax Period

2023-11-01 to 2024-10-31

Advisors Charitable Gift Fund, founded in 2003, is a community nonprofit in the Public & Societal Benefit sector that reported $3.5M in total revenue in fiscal year 2023. Net assets of $27.4M represent 93 months of operating reserves.

Mission

To promote charitable giving.

Program Service Accomplishments

Program 1

Expenses: $3,315,049 Revenue: $178,951

The fund made grants to 581 charitable organizations in the areas of education, culture, religion, social services and overcoming poverty.

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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 $2,223,357

Program Service Revenue $178,951

Investment Income $1,135,422

Other Revenue $0

TOTAL REVENUE $3,537,730

Expense Breakdown

Grants Paid $3,315,049

Salaries & Benefits $12,500

Fundraising Expenses $0

Program Expenses $3,315,049

Other Expenses $322,970

TOTAL EXPENSES $3,650,519

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,537,730	$3,358,988	+0.1%
Expenses	$3,650,519	$6,285,928	-0.4%
Net Income	$-112,789	$-2,926,940	-1.0%

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

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

$6,000

Total Directors

$14,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dr Diane Cooksey Kessler	Chairperson	1.00	Officer Director	$2,500	$0	$2,500
Ronald D Dean	Vice Chairman	1.00	Officer Director	$2,000	$0	$2,000
Mark O'Connell	Treasurer	1.00	Officer Director	$1,500	$0	$1,500
Thomas Forese Jr	Director	1.00	Director	$0	$0	$0
Joseph Gibbons	Director	1.00	Director	$2,500	$0	$2,500
William Hogan Jr	Director	1.00	Director	$2,000	$0	$2,000
Christopher Hulse	President	1.00	Officer Director	$0	$0	$0
David A St Yves	Director	1.00	Director	$2,000	$0	$2,000
Kenneth G Y Grant	Past Director	1.00	Director	$2,000	$0	$2,000

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	$3,537,730	$3,650,519	$27,413,364	$-112,789
2023	$3,358,988	$6,285,928	$22,766,067	$-2,926,940
2022	$6,290,034	$8,982,680	$25,560,118	$-2,692,646
2021	$9,174,823	$10,583,051	$36,774,132	$-1,408,228
2020	$8,696,195	$6,610,821	$32,805,217	$2,085,374
2019	$6,281,296	$6,936,321	$30,575,630	$-655,025
2018	$7,982,537	$7,881,173	$29,699,415	$101,364