THE STRONGHOLD FUND (EIN 205602442) - 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

2007

Legal Domicile

Principal Officer

DAVID FINKEL

Phone

5032221804

Tax Period

2024-01-01 to 2024-12-31

THE STRONGHOLD FUND, founded in 2007, is a community nonprofit in the Animal-Related sector that reported $9.6M in total revenue in fiscal year 2024. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.8M, a strong 51% operating margin.

Mission

THE STRONGHOLD FUND'S MISSION IS TO SUPPORT STRATEGIC CONSERVATION EFFORTS IN THE NORTH PACIFIC.

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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 (2024)

Revenue Breakdown

Contributions & Grants $9,276,874

Program Service Revenue $11,982

Investment Income $262,376

Other Revenue $0

TOTAL REVENUE $9,551,232

Expense Breakdown

Grants Paid $4,466,000

Salaries & Benefits $189,600

Fundraising Expenses $0

Program Expenses $4,466,000

Other Expenses $55,342

TOTAL EXPENSES $4,710,942

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,551,232	$6,855,227	+0.4%
Expenses	$4,710,942	$2,048,831	+1.3%
Net Income	$4,840,290	$4,806,396	+0.0%

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

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

$476,397

Total Directors

$1,092,202

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID FINKEL	PRESIDENT/EXEC DIRECTOR	20.00	Officer Director	$0	$37,647	$233,680
IVAN THOMPSON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KATHERINE HOLLER	TREASURER, SECRETARY	4.00	Officer Director	$0	$32,036	$242,717
GUIDO R RAHR III	DIRECTOR	1.00	Director	$0	$39,488	$381,229
MARK TRENHOLM	DIRECTOR	1.00	Director	$0	$37,142	$234,576

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	$9,551,232	$4,710,942	$23,213,047	$4,840,290
2023	$6,855,227	$2,048,831	$17,861,883	$4,806,396
2022	$1,831,875	$1,238,356	$12,494,451	$593,519
2021	$1,322,112	$1,094,834	$13,237,612	$227,278
2020	$4,714,545	$621,080	$12,350,638	$4,093,465
2019	$829,783	$530,627	$8,015,953	$299,156
2018	$1,232,668	$633,604	$7,181,698	$599,064

THE STRONGHOLD FUND