AMERICAN FOUNDATION FOR COURTAULD INSTIT (EIN 136296745) - 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

1986

Legal Domicile

Principal Officer

GEORGE H WHITE

Phone

6462349548

Tax Period

2023-01-01 to 2023-12-31

AMERICAN FOUNDATION FOR COURTAULD INSTIT, founded in 1986, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2023. Revenue surged 193% from the prior year, signaling strong growth momentum. The organization ran a surplus of $288K, a strong 19% operating margin.

Mission

THE AMERICAN FOUNDATION FOR THE COURTAULD INSTITUTE OF ART IS A NOT- FOR- PROFIT ORGANIZATION DEVOTED TO THE PROMOTION AND STUDY OF ART HISTORY AND PRESERVATION OF WORKS OF ART.

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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 $1,500,420

Program Service Revenue $0

Investment Income $3,944

Other Revenue $0

TOTAL REVENUE $1,504,364

Expense Breakdown

Grants Paid $1,180,223

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,196,617

Other Expenses $35,917

TOTAL EXPENSES $1,216,140

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,504,364	$512,818	+1.9%
Expenses	$1,216,140	$1,015,056	+0.2%
Net Income	$288,224	$-502,238	-1.6%

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
DAVID BAUM	DIRECTOR	1.00	Director	$0	$0	$0
VERONICA BULGARI	SECRETARY	1.00	Director	$0	$0	$0
MARY HERMS	DIRECTOR	1.00	Director	$0	$0	$0
MIN JUNG KIM	DIRECTOR	1.00	Director	$0	$0	$0
HELEN LEE-WARREN	CHAIR EMERITA	1.00	Director	$0	$0	$0
FAITH PLEASANTON	DIRECTOR	1.00	Director	$0	$0	$0
IAN KENNEDY	DIRECTOR	1.00	Director	$0	$0	$0
JOHN WILSON	DIRECTOR	1.00	Director	$0	$0	$0
CINDY ELDEN	DIRECTOR	1.00	Director	$0	$0	$0
MARISSA S TRACEY	DIRECTOR	1.00	Director	$0	$0	$0
JOHN WATSON	DIRECTOR	1.00	Director	$0	$0	$0
EDWARD DOLMAN PHILLIPS	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE WHITE	PRESIDENT	1.00	Director	$0	$0	$0
JAMES D KRUGMAN	DIRECTOR	1.00	Director	$0	$0	$0
BENJAMIN SIMONS	DIRECTOR	1.00	Director	$0	$0	$0
MARK STRONG	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
2024	No data	No data	No data	No data
2023	$1,504,364	$1,216,140	$997,528	$288,224
2022	$512,818	$1,015,056	$775,911	$-502,238
2021	$1,438,997	$1,601,282	$1,406,326	$-162,285
2020	$1,236,513	$571,550	$1,477,610	$664,963
2019	$282,839	$1,916,270	$812,147	$-1,633,431
2018	$3,530,616	$2,047,332	$2,419,265	$1,483,284

AMERICAN FOUNDATION FOR COURTAULD INSTIT