PLEDGELING FOUNDATION (EIN 462440594) - 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

2013

Legal Domicile

Principal Officer

JAMES CITRON

Phone

3103214025

Tax Period

2024-01-01 to 2024-12-31

PLEDGELING FOUNDATION, founded in 2013, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $63.2M in total revenue in fiscal year 2024. Expenses of $61.1M left a modest 3% surplus.

Mission

THE PLEDGELING FOUNDATION OPERATES A CLEARINGHOUSE FOR DONOR-ADVISED CHARITABLE DONATIONS TO UNRELATED THIRD-PARTY ORGANIZATIONS.

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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 $62,634,513

Program Service Revenue $0

Investment Income $287,850

Other Revenue $304,275

TOTAL REVENUE $63,226,638

Expense Breakdown

Grants Paid $40,302,822

Salaries & Benefits $0

Fundraising Expenses $20,825,373

Program Expenses $40,302,822

Other Expenses $8,511

TOTAL EXPENSES $61,128,195

Year-over-Year Comparison

	2024	2023	Change
Revenue	$63,226,638	$59,729,499	+0.1%
Expenses	$61,128,195	$54,205,605	+0.1%
Net Income	$2,098,443	$5,523,894	-0.6%

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

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

$455,827

Total Directors

$436,781

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATTHEW P MINNIS	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
JAMES CITRON	PRESIDENT	1.00	Officer Director	$0	$48,502	$287,597
CASSANDRA FOWLER	DIRECTOR	1.00	Director	$0	$17,587	$149,184
GREGORY YORKE	SECRETARY/TREASURER	20.00	Officer	$0	$7,610	$168,230

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	$63,226,638	$61,128,195	$13,252,112	$2,098,443
2023	$59,729,499	$54,205,605	$11,036,800	$5,523,894
2022	$19,539,838	$18,907,889	$3,424,913	$631,949
2021	$17,411,331	$17,397,014	$2,856,994	$14,317
2020	$10,356,840	$10,382,748	$1,938,692	$-25,908
2019	$8,953,392	$8,786,531	$1,793,146	$166,861
2018	$7,100,779	$7,085,707	$1,224,801	$15,072

PLEDGELING FOUNDATION