La Pointe Foundation (EIN 815413715) - 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

2016

Legal Domicile

Principal Officer

Caleb Whitmore

Phone

4253413775

Tax Period

2023-01-01 to 2023-12-31

La Pointe Foundation, founded in 2016, is a small nonprofit in the International Affairs sector that reported $115K in total revenue in fiscal year 2023. Net assets of $1.1M represent 112 months of operating reserves.

Mission

To provide support for health care, education, and entrepreneurship in underserved low income 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 $109,008

Program Service Revenue $0

Investment Income $6,014

Other Revenue $0

TOTAL REVENUE $115,022

Expense Breakdown

Grants Paid $89,309

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $89,309

Other Expenses $34,847

TOTAL EXPENSES $124,156

Year-over-Year Comparison

	2023	2022	Change
Revenue	$115,022	$-179,347	-1.6%
Expenses	$124,156	$240,466	-0.5%
Net Income	$-9,134	$-419,813	-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

N/A

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
Caleb Whitmore	Managing Director	5.00	Officer Director	$0	$0	$0
Charlotte Whitmore	Executive Director	3.00	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	No data	No data	No data	No data
2023	$115,022	$124,156	$1,072,721	$-9,134
2022	$-179,347	$240,466	$640,898	$-419,813
2021	$57,053	$195,713	$1,710,632	$-138,660
2020	$190,978	$155,649	$1,896,646	$35,329
2019	$15,779	$97,293	$1,335,616	$-81,514
2018	$1,448,293	$61,468	$1,411,223	$1,386,825

La Pointe Foundation