Amalgamated Charitable Foundation Inc (EIN 821517696) - 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

Anna Fink

Phone

2027218272

Tax Period

2023-01-01 to 2023-12-31

Amalgamated Charitable Foundation Inc, founded in 2017, is a major nonprofit in the Philanthropy & Grantmaking sector that reported $273.8M in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $67.5M, a strong 25% operating margin.

Mission

ACF is dedicated to supporting philanthropy for social change.

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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 $270,017,753

Program Service Revenue $0

Investment Income $3,784,708

Other Revenue $0

TOTAL REVENUE $273,802,461

Expense Breakdown

Grants Paid $181,945,881

Salaries & Benefits $5,699,095

Fundraising Expenses $304,567

Program Expenses $204,144,742

Other Expenses $18,667,869

TOTAL EXPENSES $206,312,845

Year-over-Year Comparison

	2023	2022	Change
Revenue	$273,802,461	$219,934,501	+0.2%
Expenses	$206,312,845	$182,232,207	+0.1%
Net Income	$67,489,616	$37,702,294	+0.8%

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

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

$350,464

Total Directors

Key Employees

$213,920

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Priscilla Sims Brown	President	2.00	Officer Director	$0	$0	$0
Luna Yasui	Vice President	1.00	Officer Director	$0	$0	$0
Lan Fuller	Treasurer	1.00	Officer Director	$0	$0	$0
Allison Skinner	General Counsel and Acting Secretary	1.00	Officer Director	$0	$0	$0
Steven Cole-Schwartz	Director	1.00	Director	$0	$0	$0
Donna Daniels	Director	1.00	Director	$0	$0	$0
Jason Darby	Director	1.00	Director	$0	$0	$0
Morris Pearl	Director	1.00	Director	$0	$0	$0
Roxana Tynan	Director	1.00	Director	$0	$0	$0
Dorian Warren	Director	1.00	Director	$0	$0	$0
Anna Fink	Executive Director	30.00	Officer	$0	$0	$350,464
Erin Gleason	Chief Operating Officer	40.00	Key Emp	$0	$0	$213,920

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	$273,802,461	$206,312,845	$230,908,898	$67,489,616
2022	$219,934,501	$182,232,207	$160,739,477	$37,702,294
2021	$193,710,226	$111,593,093	$125,777,725	$82,117,133
2020	$87,151,972	$64,418,102	$42,214,172	$22,733,870
2019	$22,894,824	$10,221,306	$15,561,577	$12,673,518
2018	$5,381,719	$2,680,484	$2,860,362	$2,701,235

Amalgamated Charitable Foundation Inc