THE JF KAPNEK CHARITABLE TRUST (EIN 237165692) - 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

1970

Legal Domicile

Principal Officer

Daniel Robbins MD

Phone

9259627150

Tax Period

2024-07-01 to 2025-06-30

THE JF KAPNEK CHARITABLE TRUST, founded in 1970, is a small nonprofit in the Human Services sector that reported $696K in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $319K, a strong 46% operating margin.

Mission

THE JF KAPNEK TRUST USA WORKS TO IMPROVE FAMILY HEALTH, REDUCE CHILD MORTALITY AND CREATE EDUCATIONAL OPPORTUNITY FOR THE CHILDREN OF ZIMBABWE THROUGH THE SUPPORT OF JF KAPNEK AND OTHER PARTNER ORGANIZATIONS.

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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 $407,984

Program Service Revenue $0

Investment Income $296,161

Other Revenue $-7,869

TOTAL REVENUE $696,276

Expense Breakdown

Grants Paid $248,087

Salaries & Benefits $64,079

Fundraising Expenses $4,175

Program Expenses $248,087

Other Expenses $65,300

TOTAL EXPENSES $377,466

Year-over-Year Comparison

	2024	2023	Change
Revenue	$696,276	$643,820	+0.1%
Expenses	$377,466	$606,895	-0.4%
Net Income	$318,810	$36,925	+7.6%

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

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
Daniel Robbins MD	ED/Board Chair	15.00	Officer Director	$0	$0	$0
Candace Turtle	Board Mem/D.O.	1.00	Officer Director	$0	$0	$0
Barbara Kramer JD	board member	1.00	Director	$0	$0	$0
Phillip Hunter	board member	1.00	Director	$0	$0	$0
Angela Gora	board member	1.00	Director	$0	$0	$0
Ann Appert	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE CASSRIEL	BOARD MEMBER	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
2025	$696,276	$377,466	$1,515,161	$318,810
2024	$643,820	$606,895	$1,343,345	$36,925
2023	$605,167	$589,643	$1,271,926	$15,524
2022	$538,810	$613,071	$1,085,278	$-74,261
2021	$630,115	$495,670	$1,417,104	$134,445
2020	$399,167	$386,075	$1,041,961	$13,092
2019	$437,341	$521,069	$1,037,646	$-83,728
2018	$385,047	$324,067	$1,120,905	$60,980

THE JF KAPNEK CHARITABLE TRUST