SIXTEEN THIRTY FUND (EIN 264486735) - 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

2009

Legal Domicile

Principal Officer

AMY KURTZ

Phone

2029711337

Tax Period

2023-01-01 to 2023-12-31

SIXTEEN THIRTY FUND, founded in 2009, is a major nonprofit in the Environment sector that reported $181.4M in total revenue in fiscal year 2023. Revenue decreased 5% compared to the prior year. The organization ran a surplus of $40.1M, a strong 22% operating margin.

Mission

PROVIDING OPERATIONAL SUPPORT TO CHANGEMAKERS COMMITTED TO TACKLING SOCIETY'S BIGGEST SOCIAL CHALLENGES.

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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 $176,676,637

Program Service Revenue $16,025

Investment Income $3,725,793

Other Revenue $934,797

TOTAL REVENUE $181,353,252

Expense Breakdown

Grants Paid $106,422,552

Salaries & Benefits $7,231,758

Fundraising Expenses $321,611

Program Expenses $133,740,861

Other Expenses $27,345,826

TOTAL EXPENSES $141,266,886

Year-over-Year Comparison

	2023	2022	Change
Revenue	$181,353,252	$191,548,107	-0.1%
Expenses	$141,266,886	$195,938,700	-0.3%
Net Income	$40,086,366	$-4,390,593	-10.1%

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

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

$196,168

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RAUL ALVILLAR	CHAIR	1.00	Officer Director	$0	$0	$0
DARA FREED	TREASURER	1.00	Officer Director	$0	$0	$0
DOUGLAS HATTAWAY	SECRETARY	1.00	Officer Director	$0	$0	$0
MARISSA BROWN	DIRECTOR	1.00	Director	$0	$0	$0
JEFF CHERRY	DIRECTOR	1.00	Director	$0	$0	$0
LATOIA JONES	DIRECTOR	1.00	Director	$0	$0	$0
ERIC KESSLER	DIRECTOR	1.00	Director	$0	$0	$0
AMY KURTZ	PRESIDENT	40.00	Officer	$172,500	$23,668	$196,168
RYAN JOHNSON	PROJECT DIRECTOR	40.00	Highest	$210,000	$32,595	$242,595
AMY STEINHOFF	CAMPAIGNS DIRECTOR	40.00	Highest	$176,686	$27,826	$204,512
CARL WALZ	CAMPAIGNS DIRECTOR	40.00	Highest	$180,900	$20,104	$201,004
PATRICIA KUPFER	CAMPAIGNS DIRECTOR	40.00	Highest	$179,900	$32,592	$212,492
NILOFAR GANJAIE	PROJECT DIRECTOR	40.00	Highest	$130,825	$13,896	$144,721

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	$181,353,252	$141,266,886	$139,942,052	$40,086,366
2022	$191,548,107	$195,938,700	$86,553,897	$-4,390,593
2021	$190,651,953	$173,564,342	$97,684,457	$17,087,611
2020	$389,684,866	$410,038,247	$85,994,861	$-20,353,381
2019	$138,371,684	$98,641,867	$92,236,003	$39,729,817
2018	$143,837,877	$141,396,752	$45,335,085	$2,441,125

SIXTEEN THIRTY FUND