ARNOLD & DORIS CIOFFI CHARITABLE TRUST (EIN 376647402) - 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

2017

Legal Domicile

Principal Officer

COREFIRST BANK TRUST

Phone

7852678510

Tax Period

2023-01-01 to 2023-12-31

ARNOLD & DORIS CIOFFI CHARITABLE TRUST, founded in 2017, is a small nonprofit in the Religion sector that reported $179K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $38K, a strong 21% operating margin.

Mission

THE ORGANIZATION SEEKS TO BENEFIT THE COMMUNITY THROUGH GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS IN ACCORDANCE WITH THE TRUST AGREEMENT.

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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 $178,524

Other Revenue $0

TOTAL REVENUE $178,524

Expense Breakdown

Grants Paid $116,937

Salaries & Benefits $22,033

Fundraising Expenses $0

Program Expenses $116,937

Other Expenses $2,041

TOTAL EXPENSES $141,011

Year-over-Year Comparison

	2023	2022	Change
Revenue	$178,524	$160,570	+0.1%
Expenses	$141,011	$138,241	+0.0%
Net Income	$37,513	$22,329	+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

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
N/A	TRUSTEE	3.00		$22,033	$0	$22,033

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	$178,524	$141,011	$2,535,926	$37,513
2022	$160,570	$138,241	$2,498,413	$22,329
2021	$229,282	$153,102	$2,476,084	$76,180
2020	$47,842	$130,634	$2,399,904	$-82,792
2019	$340,671	$139,181	$2,482,696	$201,490
2018	$453,649	$149,843	$2,281,206	$303,806

ARNOLD & DORIS CIOFFI CHARITABLE TRUST