The Kaufman Fund

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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

2014

Legal Domicile

Principal Officer

Shelia Schneider

Tax Period

2023-07-01 to 2024-06-30

The Kaufman Fund, founded in 2014, is a small nonprofit in the Human Services sector that reported $631K in total revenue in fiscal year 2023. Revenue surged 93% from the prior year, signaling strong growth momentum. The organization ran a surplus of $231K, a strong 37% operating margin.

Mission

Support Veterans and their families

Program Service Accomplishments

Program 1

Expenses: $208,851 Revenue: $10,012

Programs that help Veterans and their families with health and human services, legal services, mental health, dental services and food and clothing. The Organization also provides Christmas trees in the holiday season. The Food for Vets program served over five hundred Veterans and their families. Kaufman Legal took care of over fifty Veterans legal needs. Kaufman Dental completed over fifty dental cases for Veterans. The Trees for Vets distributed over three hundred free Christmas Trees to Veterans and their families. Kaufman Fund Veteran Warmup provided brand new winter coats, hats, gloves, socks and toiletries to over one hundred fifty disadvantage or homeless Veterans.

Program 2

Expenses: $83,858

Support Veterans and children in the St. Louis region who are at risk of abuse or poverty, needing food, shelter, clothing medical care and basic needs through financial aid.

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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 $579,596

Program Service Revenue $10,012

Investment Income $17,314

Other Revenue $24,562

TOTAL REVENUE $631,484

Expense Breakdown

Grants Paid $50,280

Salaries & Benefits $97,330

Fundraising Expenses $51,850

Program Expenses $292,709

Other Expenses $252,766

TOTAL EXPENSES $400,376

Year-over-Year Comparison

	2023	2022	Change
Revenue	$631,484	$326,807	+0.9%
Expenses	$400,376	$302,977	+0.3%
Net Income	$231,108	$23,830	+8.7%

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

184

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
Jim Marcellino	TreasurerDirector	10.00	Officer Director	$0	$0	$0
Matthew Nyberg	SecretaryDirector	10.00	Officer Director	$0	$0	$0
Wayne Kaufman	PresidentDirector	38.00	Officer Director	$0	$0	$0
Steve Rosenblum	Vice PresidentDirector	35.00	Officer Director	$0	$0	$0
Shelia Schneider	Executive Director	40.00	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	$631,484	$400,376	$953,037	$231,108
2024	$631,484	$400,376	$953,037	$231,108
2024	No data	No data	No data	No data
2023	$326,807	$302,977	$570,929	$23,830
2022	$308,136	$228,402	$477,560	$79,734
2021	$444,943	$146,468	$406,957	$298,475