THE DR ANNY KATAN FOUNDATION (EIN 311206282) - 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

1987

Legal Domicile

Principal Officer

SUSAN Y MEISEL

Phone

2169914472

Tax Period

2023-01-01 to 2023-12-31

THE DR ANNY KATAN FOUNDATION, founded in 1987, is a small nonprofit in the Mental Health sector that reported $317K in total revenue in fiscal year 2023. The organization ran a surplus of $116K, a strong 37% operating margin.

Mission

THE OPERATING PURPOSE IS TO BENEFIT ORGANIZATIONS PROVIDING MENTAL HEALTH SERVICES TO CHILDREN THROUGH CHARITABLE AND EDUCATIONAL PURPOSES.

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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 $0

Program Service Revenue $0

Investment Income $490,400

Other Revenue $-173,765

TOTAL REVENUE $316,635

Expense Breakdown

Grants Paid $181,293

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $181,293

Other Expenses $19,571

TOTAL EXPENSES $200,864

Year-over-Year Comparison

	2023	2022	Change
Revenue	$316,635	$-538,447	-1.6%
Expenses	$200,864	$325,776	-0.4%
Net Income	$115,771	$-864,223	-1.1%

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

N/A

Volunteers

N/A

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
LYDIA FURMAN	TRUSTEE	N/A	Director	$0	$0	$0
JUDY HOLMES	TRUSTEE	N/A	Director	$0	$0	$0
KAREN KATZ	TRUSTEE	N/A	Director	$0	$0	$0
SUSAN Y MEISEL	TRUSTEE	N/A	Director	$0	$0	$0
JOHN POTTS	TRUSTEE	N/A	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	$316,635	$200,864	$3,582,434	$115,771
2022	$-538,447	$325,776	$3,466,663	$-864,223
2021	$570,287	$117,704	$4,330,886	$452,583
2020	$514,126	$196,560	$3,878,303	$317,566
2019	$647,389	$374,526	$3,560,737	$272,863
2018	$-178,706	$310,327	$3,287,874	$-489,033

THE DR ANNY KATAN FOUNDATION