Excellence in Investing for Childrens Causes (EIN 272015422) - 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

2010

Legal Domicile

Principal Officer

Peter Lardner

Phone

4152467567

Tax Period

2025-01-01 to 2025-12-31

Excellence in Investing for Childrens Causes, founded in 2010, is a small nonprofit in the Human Services sector that reported $561K in total revenue in fiscal year 2025.

Mission

Excellence in Investing for Childrens Causes, Inc. organizes the Sohn Conference San Francisco, an annual investment conference benefiting Bay Area and national organizations involved in education and other childrens causes.

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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 (2025)

Revenue Breakdown

Contributions & Grants $418,897

Program Service Revenue $126,050

Investment Income $0

Other Revenue $16,116

TOTAL REVENUE $561,063

Expense Breakdown

Grants Paid $265,000

Salaries & Benefits $0

Fundraising Expenses $652

Program Expenses $554,089

Other Expenses $324,843

TOTAL EXPENSES $589,843

Year-over-Year Comparison

	2025	2024	Change
Revenue	$561,063	$523,820	+0.1%
Expenses	$589,843	$530,041	+0.1%
Net Income	$-28,780	$-6,221	+3.6%

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

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
Seth Blackman	President	2.00	Officer Director	$0	$0	$0
Peter Lardner	Treasurer	2.00	Officer Director	$0	$0	$0
James Frolik	Secretary	2.00	Officer Director	$0	$0	$0
Mike Moscuzza	Director	2.00	Director	$0	$0	$0
Lindsay Costigan	Director	2.00	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	$561,063	$589,843	$13,422	$-28,780
2024	No data	No data	No data	No data
2024	$523,820	$530,041	$44,044	$-6,221
2023	$438,010	$501,938	$48,143	$-63,928
2022	$228,352	$181,349	$112,071	$47,003
2021	$236,200	$232,327	$65,126	$3,873
2020	$219,470	$189,914	$61,802	$29,556
2019	$338,999	$346,852	$41,612	$-7,853
2018	$335,175	$329,024	$99,337	$6,151

Excellence in Investing for Childrens Causes