PRIVATE EQUITY FOUNDATION I INC (EIN 432116245) - 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

2006

Legal Domicile

Principal Officer

CECILIE GIANNERI

Phone

6468670994

Tax Period

2024-01-01 to 2024-12-31

PRIVATE EQUITY FOUNDATION I INC, founded in 2006, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $185K in total revenue in fiscal year 2024. Revenue surged 50% from the prior year, signaling strong growth momentum. The organization ran a surplus of $169K, a strong 91% operating margin.

Mission

TO SUPPORT INDIVIDUALS IN DISADVANTAGED COMMUNITIES, ENABLING THEM TO ACHIEVE A SENSE OF SELF-WORTH AND PERSONAL SUCCESS. THEIR TALENTS AS DEVELOPED CAN BENEFIT SOCIETY.

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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 $185,141

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $185,141

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $15,808

TOTAL EXPENSES $15,808

Year-over-Year Comparison

	2024	2023	Change
Revenue	$185,141	$123,250	+0.5%
Expenses	$15,808	$15	+1052.9%
Net Income	$169,333	$123,235	+0.4%

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
NATHANIEL SLOANE	RESIGNED '24	0.00	Officer Director	$0	$0	$0
KARL PETERSON	RESIGNED '24	0.00	Officer Director	$0	$0	$0
ANDREW ERLICH HOLM	DIRECTOR	0.50	Director	$0	$0	$0
NANCY BIKSON	DIRECTOR	0.50	Director	$0	$0	$0
CECILIE GIANNERI	SECRETARY	1.00	Officer	$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	$185,141	$15,808	$852,043	$169,333
2023	$123,250	$15	$682,710	$123,235
2022	$72,000	$90	$559,475	$71,910

PRIVATE EQUITY FOUNDATION I INC