THE ANITA KAUFMANN FOUNDATION (EIN 300233976) - 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

2004

Legal Domicile

Principal Officer

DEBRA JOSEPHS

Phone

2016550420

Tax Period

2023-01-01 to 2023-12-31

THE ANITA KAUFMANN FOUNDATION, founded in 2004, is a small nonprofit in the Diseases & Disorders sector that reported $287K in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year. Expenses of $449K exceeded revenue, resulting in a 57% operating deficit.

Mission

TO EDUCATE THE PUBLIC ABOUT EPILEPSY; INCREASE KNOWLEDGE, CHANGE ATTITUDES POSITIVELY, PROVIDE PUBLIC WITH ABILITY TO DELIVER SEIZURE FIRST AID, ACCEPT AND SUPPORT PEOPLE WHO HAVE EPILEPSY

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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 $289,423

Program Service Revenue $0

Investment Income $-2,750

Other Revenue $0

TOTAL REVENUE $286,673

Expense Breakdown

Grants Paid $1,577

Salaries & Benefits $219,704

Fundraising Expenses $6,132

Program Expenses $391,516

Other Expenses $227,953

TOTAL EXPENSES $449,234

Year-over-Year Comparison

	2023	2022	Change
Revenue	$286,673	$311,477	-0.1%
Expenses	$449,234	$343,041	+0.3%
Net Income	$-162,561	$-31,564	+4.2%

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

$128,406

Total Directors

$128,406

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEBRA JOSEPHS	EXECUTIVE DIR.	60.00	Officer Director	$113,734	$0	$113,734
BEN KAPLAN	CFO	25.00	Officer Director	$14,672	$0	$14,672
MICHAEL COHEN	BOARD MEMBER	1.00	Director	$0	$0	$0
BOBBI HERMAN	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
2024	No data	No data	No data	No data
2023	$286,673	$449,234	$296,974	$-162,561
2022	$311,477	$343,041	$476,347	$-31,564
2021	$221,616	$348,433	$527,238	$-126,817
2020	$334,067	$394,681	$647,325	$-60,614
2019	$257,473	$350,544	$697,938	$-93,071
2018	$170,489	$369,105	$703,443	$-198,616

THE ANITA KAUFMANN FOUNDATION