INVESTORS PHILANTHROPIC (EIN 813038533) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2016

Legal Domicile

Principal Officer

ROBERT O HILL

Phone

7144783494

Tax Period

2023-01-01 to 2023-12-31

INVESTORS PHILANTHROPIC, founded in 2016, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.1M in total revenue in fiscal year 2023. Revenue surged 387% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.4M, a strong 79% operating margin.

Mission

INVESTORS PHILANTHROPIC DOES GOOD AND MAKES GOOD BY BRINGING THE JOY OF GIVING TO MILLIONS WITH HIGH TOUCH, WHITE GLOVE, AND MORE EFFECTIVE METHODS FOR DONORS TO MAKE AND MANAGE THEIR CONTRIBUTIONS TO THE CHARITABLE CAUSES THEY ARE PASSIONATE ABOUT.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $720,622

Program Service Revenue $1,230

Investment Income $2,422,449

Other Revenue $-72,289

TOTAL REVENUE $3,072,012

Expense Breakdown

Grants Paid $615,516

Salaries & Benefits $0

Fundraising Expenses $1,736

Program Expenses $629,407

Other Expenses $28,891

TOTAL EXPENSES $644,407

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,072,012	$630,504	+3.9%
Expenses	$644,407	$433,445	+0.5%
Net Income	$2,427,605	$197,059	+11.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
ROBERT O HILL	CEO	5.00	Officer Director	$0	$0	$0
ALAIN O'CONNOR	CFO	1.00	Officer Director	$0	$0	$0
VALENTINA KHAN	MANAGING DIRECTOR	40.00	Officer Director	$0	$0	$0
STEVE ABRAHAM	COO	10.00	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
2024	No data	No data	No data	No data
2023	$3,072,012	$644,407	$7,578,309	$2,427,605
2022	$630,504	$433,445	$5,146,617	$197,059
2021	$4,926,834	$55,312	$4,944,211	$4,871,522

INVESTORS PHILANTHROPIC