PHILANTHROFUND FOUNDATION INC (EIN 363567019) - 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

LISA BRIMMER

Phone

6128701806

Tax Period

2024-07-01 to 2025-06-30

PHILANTHROFUND FOUNDATION INC, founded in 1987, is a community nonprofit in the Civil Rights & Advocacy sector that reported $3.4M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $3.1M left a modest 10% surplus.

Mission

PFUND FOUNDATION IS A VITAL RESOURCE AND COMMUNITY BUILDER FOR LESBIAN, GAY, BISEXUAL, TRANSGENDER, QUEER AND ALLIED COMMUNITIES BY PROVIDING GRANTS AND SCHOLARSHIPS, DEVELOPING LEADERS, AND INSPIRING GIVING.

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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 $3,386,576

Program Service Revenue $19,715

Investment Income $39,166

Other Revenue $-35,142

TOTAL REVENUE $3,410,315

Expense Breakdown

Grants Paid $2,032,500

Salaries & Benefits $502,884

Fundraising Expenses $214,670

Program Expenses $2,677,651

Other Expenses $500,963

TOTAL EXPENSES $3,061,347

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,410,315	$2,946,122	+0.2%
Expenses	$3,061,347	$1,939,624	+0.6%
Net Income	$348,968	$1,006,498	-0.7%

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

100

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

$138,951

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BECKY SMITH	PRESIDENT	2.00	Officer Director	$0	$0	$0
AUSTIN HOLIK	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
ALYSSA LIGHT	DIRECTOR	1.00	Director	$0	$0	$0
LINDA THEIS	DIRECTOR	1.00	Director	$0	$0	$0
WEN BROVOLD	DIRECTOR	1.00	Director	$0	$0	$0
LYNELLE WOOD	DIRECTOR	1.00	Director	$0	$0	$0
NOAH PATRICK LOEHR	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS STEDMAN	DIRECTOR	1.00	Director	$0	$0	$0
DR BRENT OPALL	DIRECTOR	1.00	Director	$0	$0	$0
SARA RADJENOVIC	SECRETARY	2.00	Officer Director	$0	$0	$0
LM BRIMMER	TREASURER	2.00	Officer Director	$0	$0	$0
JOSEPH BROOKS	DIRECTOR	1.00	Director	$0	$0	$0
CODY INGLE	DIRECTOR	1.00	Director	$0	$0	$0
BARRY NELSON	DIRECTOR	1.00	Director	$0	$0	$0
J NGUYEN-PAUL	DIRECTOR	1.00	Director	$0	$0	$0
KIT SPIELBERGER	DIRECTOR	1.00	Director	$0	$0	$0
AARON A ZIMMERMAN	EXECUTIVE DIRECTOR	40.00	Officer	$128,665	$10,286	$138,951
MERCEDES PLENDL	PROGRAM DIRECTOR	40.00	Highest	$107,267	$3,649	$110,916

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	$3,410,315	$3,061,347	$3,687,893	$348,968
2024	$2,946,122	$1,939,624	$2,294,351	$1,006,498
2023	$913,882	$1,063,197	$1,177,072	$-149,315
2022	$991,826	$665,530	$1,367,868	$326,296
2021	$892,177	$720,280	$1,159,081	$171,897
2020	$647,358	$538,460	$995,781	$108,898
2019	$457,742	$529,689	$966,132	$-71,947
2018	$494,251	$539,739	$981,311	$-45,488

PHILANTHROFUND FOUNDATION INC