THE PAULEY FAMILY FOUNDATION (EIN 541685158) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1993

Legal Domicile

Principal Officer

KATHARINE PAULEY HICKOK

Phone

8043307400

Tax Period

2023-01-01 to 2023-12-31

THE PAULEY FAMILY FOUNDATION, founded in 1993, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.6M in total revenue in fiscal year 2018. Revenue surged 40% from the prior year, signaling strong growth momentum. Net assets of $86.5M represent 224 months of operating reserves.

Mission

THE PAULEY FAMILY FOUNDATION SUPPORTS A BROAD RANGE OF CHARITABLE PURPOSES IN THE RICHMOND REGION, WITH A FOCUS ON EDUCATION, HEALTH, AND HUMAN SERVICES.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $57,857,190

Other Revenue $0

TOTAL REVENUE $57,857,190

Expense Breakdown

Grants Paid $6,938,454

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $6,955,234

Other Expenses $572,422

TOTAL EXPENSES $7,510,876

Year-over-Year Comparison

	2023	2022	Change
Revenue	$57,857,190	$100,675,767	-0.4%
Expenses	$7,510,876	$7,396,838	+0.0%
Net Income	$50,346,314	$93,278,929	-0.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHARINE PAULEY HICKOK	CHAIR	5.00	Officer Director	$0	$0	$0
NANCY R BELLEMAN	DIRECTOR	0.50	Director	$0	$0	$0
ADAM E HICKOK	DIRECTOR	0.50	Director	$0	$0	$0
KATHARINE H STARK	DIRECTOR	0.50	Director	$0	$0	$0
FRED TATTERSALL	DIRECTOR	0.50	Director	$0	$0	$0
JANE G WATKINS	DIRECTOR	0.50	Director	$0	$0	$0
JAMES WEINBERG	DIRECTOR	0.50	Director	$0	$0	$0
EUGENE W HICKOK	SECRETARY (NON-VOTING)	0.50	Officer	$0	$0	$0
BRYAN A STARK	TREASURER (NON-VOTING)	0.50	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	No data	No data	No data	No data
2023	$57,857,190	$7,510,876	$2,143,804,851	$50,346,314
2022	$100,675,767	$7,396,838	$2,074,230,867	$93,278,929
2021	$1,899,350,410	$25,600,128	$2,022,061,315	$1,873,750,282
2020	$16,158,979	$10,593,453	$141,656,754	$5,565,526
2019	$17,922,196	$7,350,393	$127,013,005	$10,571,803
2018	$4,646,430	$4,587,225	$89,565,625	$59,205

THE PAULEY FAMILY FOUNDATION