RTP CHARITABLE FUND (EIN 475266658) - 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

2015

Legal Domicile

Principal Officer

SCOTT LEVITAN

Phone

9195498181

Tax Period

2018-07-01 to 2019-06-30

RTP CHARITABLE FUND, founded in 2015, is a small nonprofit in the Education sector that reported $205K in total revenue in fiscal year 2018. Revenue surged 40% from the prior year, signaling strong growth momentum. The organization ran a surplus of $65K, a strong 32% operating margin.

Mission

TO BUILD AND ENHANCE THE DIVERSE GEOGRAPHIC AND DEMOGRAPHIC ALL-INCLUSIVE COMMUNITY OF THE RESEARCH TRIANGLE PARK BY PROVIDING ITS PUBLIC PARTICIPATION IN PROGRAMS DESIGNED TO PROVIDE SOCIETAL AND ENVIRONMENTALLY SOUND ACTIVITIES IN THE ARTS, EDUCATION, RECREATION, CELEBRATION, AND LOCALLY BASED HUMAN AND SOCIAL SERVICES.

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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 (2018)

Revenue Breakdown

Contributions & Grants $204,614

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $204,614

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $134,216

Other Expenses $139,618

TOTAL EXPENSES $139,618

Year-over-Year Comparison

	2018	2017	Change
Revenue	$204,614	$146,430	+0.4%
Expenses	$139,618	$161,037	-0.1%
Net Income	$64,996	$-14,607	-5.4%

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
OLIVIA HOLDING	CHAIR	1.00	Director	$0	$0	$0
STEVEN PEARSON	TRUSTEE	1.00	Director	$0	$0	$0
JEAN DAVIS	TRUSTEE	1.00	Director	$0	$0	$0
JIM GIBSON	TRUSTEE	1.00	Director	$0	$0	$0
KIRSTEN WEEKS	TRUSTEE	1.00	Director	$0	$0	$0
LESLIE WALDEN	TRUSTEE	1.00	Director	$0	$0	$0
SCOTT LEVITAN	EX OFFICIO DIRECTOR	2.00	Director	$0	$0	$0
LINDA HALL	TREASURER	2.00	Officer	$0	$0	$0
KRISTIE VANAUKEN	VICE PRESIDENT	2.00	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
2019	$204,614	$139,618	$100,268	$64,996

RTP CHARITABLE FUND