INVESTORS PHILANTHROPIC

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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

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.

Program Service Accomplishments

Program 1

Expenses: $629,407 Revenue: $1,230

100 COMPANIES THAT CARE (100CTC.ORG) AND DONOR ADVISED FUNDS - PROVIDED A MORE FLEXIBLE WAY FOR DONORS, INCLUDING THOSE WHO WANT TO GIVE NONCASH ASSETS, TO SUPPORT THEIR CHOSEN PUBLIC CHARITIES WITH IMPACT INVESTING OVER TIME THROUGH THE USE OF DONOR ADVISED FUNDS. THIS ALSO INCLUDED UNLOCKING THE POWER OF GIVING BY CONNECTING ORANGE COUNTY BUSINESSES TO MAXIMIZE CORPORATE GIVING IN OUR COMMUNITIES, PRIMARILY THROUGH 100CTC.ORG, AS WE BELIEVE EVERY COMPANY HAS A ROLE TO PLAY IN GIVING BACK AND THE WHOLE IS GREATER THAN THE SUM OF ITS PARTS, WHICH IS WHY WE PROMOTE SOCIAL RESPONSIBILITY BY BRINGING BUSINESSES TOGETHER WITH PUBLIC CHARITIES (FOCUSING ON ORGANIZATIONS THAT CREATE THE LARGEST IMPACT) ON AT LEAST A QUARTERLY BASIS TO HARNESS OUR COLLECTIVE SYNERGY AND REPORT ON THE IMPACT THE RECOGNIZED PUBLIC CHARITIES HAVE HAD IN OUR COMMUNITIES.

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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 (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

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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
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