THE PHILATELIC FOUNDATION (EIN 131523140) - 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

1945

Legal Domicile

Phone

2122216555

Tax Period

2023-01-01 to 2023-12-31

THE PHILATELIC FOUNDATION, founded in 1945, is a small nonprofit that reported $672K in total revenue in fiscal year 2023. Net assets of $3.9M represent 69 months of operating reserves.

Mission

TO ENCOURAGE AND ADVANCE PHILATELY IN ALL ITS BRANCHES THROUGH PUBLICATIONS, WEBSITE, DVD'S AND TO PROVIDE EXPERT ADVICE ABOUT STAMPS AND COVERS.

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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 $181,030

Program Service Revenue $453,524

Investment Income $37,813

Other Revenue $0

TOTAL REVENUE $672,367

Expense Breakdown

Grants Paid $0

Salaries & Benefits $319,730

Fundraising Expenses $5,607

Program Expenses $466,008

Other Expenses $352,238

TOTAL EXPENSES $671,968

Year-over-Year Comparison

	2023	2022	Change
Revenue	$672,367	$661,736	+0.0%
Expenses	$671,968	$885,224	-0.2%
Net Income	$399	$-223,488	-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

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
LARRY LYONS	EXEC DIRECTOR	30.00		$105,000	$0	$105,000
GEORGE J KRAMER	CHAIR EMERITUS	2.00	Director	$0	$0	$0
ROBERT G ROSE	Chairman	2.00	Officer Director	$0	$0	$0
CHARLES EPTING	Trustee	0.50	Director	$0	$0	$0
STEPHEN REINHARD	VICE CHAIRMAN	0.50	Officer Director	$0	$0	$0
MARK SCHWARTZ	Trustee	0.50	Director	$0	$0	$0
WADE SAADI	Trustee	0.50	Director	$0	$0	$0
DR PETER MCCANN	Trustee	0.50	Director	$0	$0	$0
HARRY OLIVAR	Treasurer	0.50	Officer Director	$0	$0	$0
DANIEL RYTERBAND	Trustee	0.50	Director	$0	$0	$0
CHARLES SHREVE	Trustee	0.50	Director	$0	$0	$0
ANDREW TITLEY	Trustee	0.50	Director	$0	$0	$0
DR VERNON MORRIS	Secretary	0.50	Officer Director	$0	$0	$0
PATRICIA A KAUFMAN	Trustee	0.50	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	$672,367	$671,968	$4,127,148	$399
2022	$661,736	$885,224	$4,064,052	$-223,488
2021	$1,063,587	$802,794	$4,136,461	$260,793
2020	$716,296	$889,722	$2,927,416	$-173,426
2019	$737,036	$909,540	$3,259,559	$-172,504

THE PHILATELIC FOUNDATION