THE CHARLES E KAUFMAN FOUNDATION (EIN 611488948) - 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

2005

Legal Domicile

Principal Officer

JONATHAN BRELSFORD

Phone

4123915122

Tax Period

2024-01-01 to 2024-12-31

THE CHARLES E KAUFMAN FOUNDATION, founded in 2005, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.6M in total revenue in fiscal year 2024. Revenue surged 228% from the prior year, signaling strong growth momentum. Net assets of $50.9M represent 239 months of operating reserves.

Mission

TO SUPPORT THE PITTSBURGH FOUNDATION.

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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 $0

Program Service Revenue $0

Investment Income $2,553,494

Other Revenue $0

TOTAL REVENUE $2,553,494

Expense Breakdown

Grants Paid $1,850,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,225,760

Other Expenses $680,263

TOTAL EXPENSES $2,530,263

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,553,494	$779,692	+2.3%
Expenses	$2,530,263	$2,368,792	+0.1%
Net Income	$23,231	$-1,589,100	-1.0%

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

$427,927

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL YONAS	TRUSTEE	1.00	Director	$0	$58,107	$245,717
KELLY URANKER	TRUSTEE	1.00	Director	$0	$30,433	$182,210
ESTELLE F COMAY	TRUSTEE	1.00	Director	$0	$0	$0
LARRY D HEASLEY	TRUSTEE	1.00	Director	$0	$0	$0
WENDY HELEEN ESQ	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD J KITAY	TRUSTEE	1.00	Director	$0	$0	$0
DAVID A LEWIS MD	TRUSTEE	1.00	Director	$0	$0	$0
MARY LOU MCLAUGHLIN	TRUSTEE	1.00	Director	$0	$0	$0
EDITH L SHAPIRA MD	TRUSTEE	1.00	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	$2,553,494	$2,530,263	$52,165,222	$23,231
2023	$779,692	$2,368,792	$50,354,532	$-1,589,100
2022	$804,636	$2,569,240	$49,638,411	$-1,764,604
2021	$4,179,533	$2,457,976	$55,745,262	$1,721,557
2020	$2,254,454	$2,459,594	$48,597,818	$-205,140
2019	$1,520,027	$2,462,044	$46,203,261	$-942,017
2018	$2,957,092	$2,482,231	$42,058,387	$474,861

THE CHARLES E KAUFMAN FOUNDATION