THE BOLDT FAMILY FUND INC (EIN 812176525) - 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

THOMAS BOLDT

Phone

9208301290

Tax Period

2024-01-01 to 2024-12-31

THE BOLDT FAMILY FUND INC, founded in 2015, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $568K in total revenue in fiscal year 2024. Revenue fell 88% from the prior year — a significant decline worth monitoring. Expenses of $944K exceeded revenue, resulting in a 66% operating deficit.

Mission

PROVIDE GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS AS DETERMINED BY THE BOARD OF DIRECTORS.

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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 $522,000

Program Service Revenue $0

Investment Income $46,460

Other Revenue $0

TOTAL REVENUE $568,460

Expense Breakdown

Grants Paid $924,805

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $931,315

Other Expenses $19,051

TOTAL EXPENSES $943,856

Year-over-Year Comparison

	2024	2023	Change
Revenue	$568,460	$4,695,943	-0.9%
Expenses	$943,856	$1,882,919	-0.5%
Net Income	$-375,396	$2,813,024	-1.1%

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

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
THOMAS J BOLDT	BOARD CHAIR	1.50	Officer Director	$0	$0	$0
KENNETH C STOLZMAN	DIRECTOR	0.50	Director	$0	$0	$0
JEFFRY D KNEZEL	TREASURER	1.00	Officer Director	$0	$0	$0
WALTER S RUGLAND DECEASED	SECRETARY THRU 3/24	1.00	Officer Director	$0	$0	$0
PAT BOLDT	VICE CHAIR	1.50	Officer Director	$0	$0	$0
BETH FLAHERTY	SECRETARY AS OF 10/24	1.00	Officer 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	$568,460	$943,856	$4,059,896	$-375,396
2023	$4,695,943	$1,882,919	$5,652,508	$2,813,024
2022	$2,916,241	$2,814,223	$3,023,960	$102,018
2021	$762,707	$764,504	$2,805,458	$-1,797
2021	$1,765,081	$1,699,885	$2,782,586	$65,196
2020	$849,904	$1,137,658	$3,739,226	$-287,754
2019	$4,122,763	$4,009,044	$4,893,007	$113,719
2018	$2,986,243	$3,007,283	$3,024,612	$-21,040

THE BOLDT FAMILY FUND INC