AMERICAN FRIENDS OF THE WARBURG IN… - 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

1989

Legal Domicile

Principal Officer

JONATHAN KAGAN

Phone

2123325820

Tax Period

2022-01-01 to 2022-12-31

AMERICAN FRIENDS OF THE WARBURG INSTITUTE, founded in 1989, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $49K in total revenue in fiscal year 2022. Revenue fell 65% from the prior year — a significant decline worth monitoring. Expenses of $316K exceeded revenue, resulting in a 546% operating deficit.

Mission

TO AWARD GRANTS TO THE WARBURG INSTITUTE IN LONDON

Program Service Accomplishments

Program 1

Expenses: $300,000

SUPPORT OF HISTORICAL RESEARCH AT THE WARBURG INSTITUTE IN LONDON

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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 (2022)

Revenue Breakdown

Contributions & Grants $8,430

Program Service Revenue $0

Investment Income $40,517

Other Revenue $0

TOTAL REVENUE $48,947

Expense Breakdown

Grants Paid $300,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $300,000

Other Expenses $16,267

TOTAL EXPENSES $316,267

Year-over-Year Comparison

	2022	2021	Change
Revenue	$48,947	$139,548	-0.6%
Expenses	$316,267	$10,726	+28.5%
Net Income	$-267,320	$128,822	-3.1%

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

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
DANIEL JAVITCH	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN ADAMS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JONATHAN KAGAN	TREASURER	1.00	Officer Director	$0	$0	$0
TANYA POLLARD	SECRETARY	1.00	Officer Director	$0	$0	$0
JONATHAN ALEXANDER	DIRECTOR	1.00	Director	$0	$0	$0
NOGA ARIKHA	DIRECTOR	1.00	Director	$0	$0	$0
ALLISON COUDERT	DIRECTOR	1.00	Director	$0	$0	$0
JOHN MONFASANI	DIRECTOR	1.00	Director	$0	$0	$0
LUKE SYSON	DIRECTOR	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
2022	$48,947	$316,267	$439,521	$-267,320
2021	$139,548	$10,726	$864,978	$128,822
2020	$52,661	$9,541	$720,708	$43,120
2019	$29,174	$45,782	$627,703	$-16,608
2018	$45,612	$42,587	$558,760	$3,025

AMERICAN FRIENDS OF THE WARBURG INSTITUTE