Aggarwal & Gupta Family Foundation INC (EIN 593623323) - 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

1999

Legal Domicile

Principal Officer

BRAHAM R AGGARWAL

Phone

4073527275

Tax Period

2022-12-01 to 2023-11-30

Aggarwal & Gupta Family Foundation INC, founded in 1999, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.4M in total revenue in fiscal year 2022. Revenue surged 102% from the prior year, signaling strong growth momentum. The organization ran a surplus of $393K, a strong 16% operating margin.

Mission

THE PURPOSE OF THIS ORGANIZATION IS TO MAKE GRANTS TO SEVEN SPECIFIED PUBLIC CHARITIES AND ORGANIZATIONS SUPPORTED BY THESE SPECIFIC CHARITIES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $5,851

Program Service Revenue $0

Investment Income $2,613,538

Other Revenue $-226,791

TOTAL REVENUE $2,392,598

Expense Breakdown

Grants Paid $1,540,028

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,540,028

Other Expenses $459,504

TOTAL EXPENSES $1,999,532

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,392,598	$1,184,671	+1.0%
Expenses	$1,999,532	$3,291,239	-0.4%
Net Income	$393,066	$-2,106,568	-1.2%

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

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
BRAHAM R AGGARWAL	PRESIDENT, CHAIRMAN	3.0	Officer Director	$0	$0	$0
MARK BREWER	VICE PRESIDENT	1.0	Officer Director	$0	$0	$0
ABHINAV DWIVEDI	SECRETARY	1.0	Officer Director	$0	$0	$0
SURESH K GUPTA	TREASURER	1.0	Officer Director	$0	$0	$0
CHANDRAKANTH PATEL	DIRECTOR	1.0	Director	$0	$0	$0
KIRAN CHANGANLAL	DIRECTOR	1.0	Director	$0	$0	$0
DR CHANDRESH SARIYA	DIRECTOR	1.0	Director	$0	$0	$0
VISHAL GUPTA	DIRECTOR	1.0	Director	$0	$0	$0
YESHWANT BELSARE	DIRECTOR	1.0	Director	$0	$0	$0
VIBHU AGARWAL	DIRECTOR	1.0	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	No data	No data	No data	No data
2023	$2,392,598	$1,999,532	$50,014,038	$393,066
2022	$1,184,671	$3,291,239	$53,444,726	$-2,106,568
2021	$1,858,289	$1,066,522	$50,500,972	$791,767
2020	$454,374	$275,650	$49,213,454	$178,724
2019	$478,482	$724,394	$47,513,766	$-245,912

Aggarwal & Gupta Family Foundation INC