REED CHARITABLE FOUNDATION (EIN 472618369) - 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

2014

Legal Domicile

Principal Officer

BEVERLY BIRCK

Phone

3129438100

Tax Period

2024-01-01 to 2024-12-31

REED CHARITABLE FOUNDATION, founded in 2014, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $271K in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $105K, a strong 39% operating margin.

Mission

OUR MISSION IS TO ENHANCE LIVES BY FOSTERING A STRONGER COMMUNITY THROUGH DEDICATED CHARITABLE, EDUCATIONAL, AND HEALTHCARE INITIATIVES. WE ARE COMMITTED TO ENRICHING ACCESS TO EDUCATION AND QUALITY HEALTHCARE WHILE EMPOWERING OUR EMPLOYEES TO CONTRIBUTE TO NONPROFITS OF THEIR CHOICE, THEREBY AMPLIFYING OUR COLLECTIVE IMPACT.

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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 $266,700

Program Service Revenue $0

Investment Income $20,532

Other Revenue $-15,906

TOTAL REVENUE $271,326

Expense Breakdown

Grants Paid $159,988

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $159,988

Other Expenses $6,499

TOTAL EXPENSES $166,487

Year-over-Year Comparison

	2024	2023	Change
Revenue	$271,326	$215,681	+0.3%
Expenses	$166,487	$182,033	-0.1%
Net Income	$104,839	$33,648	+2.1%

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
BEVERLY BIRCK	DIRECTOR	0.10	Director	$0	$0	$0
MICHAEL MACHAT	DIRECTOR	0.10	Director	$0	$0	$0
WILLIAM BIRCK	DIRECTOR	0.10	Director	$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	$271,326	$166,487	$1,049,166	$104,839
2023	$215,681	$182,033	$944,327	$33,648
2022	$311,381	$196,928	$948,179	$114,453
2021	$299,400	$310,490	$796,226	$-11,090
2020	$405,352	$272,660	$807,316	$132,692

REED CHARITABLE FOUNDATION