THE FRIENDS OF THE KAUFFMAN FARM (EIN 820782070) - 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

2017

Legal Domicile

Principal Officer

DEBRA POOK

Phone

6109876815

Tax Period

2023-01-01 to 2023-12-31

THE FRIENDS OF THE KAUFFMAN FARM, founded in 2017, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $59K in total revenue in fiscal year 2023. Expenses of $72K exceeded revenue, resulting in a 22% operating deficit.

Mission

PROMOTE PRESERVATION OF THE OLEY VALLEY REGION THROUGH RESEARCH, HISTORIC PRESERVATION & OUTREACH

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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 $0

Program Service Revenue $0

Investment Income $58,872

Other Revenue $0

TOTAL REVENUE $58,872

Expense Breakdown

Grants Paid $67,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $72,096

Other Expenses $4,596

TOTAL EXPENSES $72,096

Year-over-Year Comparison

	2023	2022	Change
Revenue	$58,872	N/A	N/A
Expenses	$72,096	$6,342	+10.4%
Net Income	$-13,224	$-6,342	+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
JEFFREY GORRIN	PRESIDENT	1.00	Officer Director	$0	$0	$0
JEFFREY SPATZ	SECRETARY	1.00	Officer Director	$0	$0	$0
DEBRA POOK	TREASURER	1.00	Officer Director	$0	$0	$0
LISA MINARDI	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH WATSON	DIRECTOR	1.00	Director	$0	$0	$0
JAMES LEWARS	DIRECTOR	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	No data	No data	No data	No data
2023	$58,872	$72,096	$1,618,364	$-13,224
2022	No data	$6,342	$1,631,588	No data
2021	$1,622,062	$13,281	$1,637,930	$1,608,781
2021	$1,622,062	$13,281	$1,637,930	$1,608,781

THE FRIENDS OF THE KAUFFMAN FARM