HW KAUFMAN FINANCIAL GROUP RELIEF FUND (EIN 822756579) - 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

ALAN J KAUFMAN

Phone

2486266763

Tax Period

2023-01-01 to 2023-12-31

HW KAUFMAN FINANCIAL GROUP RELIEF FUND, founded in 2017, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $77K in total revenue in fiscal year 2023. Revenue fell 37% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $26K, a strong 34% operating margin.

Mission

TO ACCEPT CHARITABLE DONATIONS AND DISTRIBUTE FUNDS TO PERSONS WHO ARE VICTIMS OF TRAGEDIES OR LOSS.

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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 $77,132

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $77,132

Expense Breakdown

Grants Paid $50,687

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $50,712

Other Expenses $25

TOTAL EXPENSES $50,712

Year-over-Year Comparison

	2023	2022	Change
Revenue	$77,132	$121,495	-0.4%
Expenses	$50,712	$78,593	-0.4%
Net Income	$26,420	$42,902	-0.4%

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

N/A

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
ALAN J KAUFMAN	PRESIDENT, DIRECTOR	0.50	Officer Director	$0	$0	$0
DANIEL J KAUFMAN	SECRETARY, DIRECTOR	0.50	Officer Director	$0	$0	$0
KEVIN HECKMAN	TREASURER, DIRECTOR	0.50	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	$77,132	$50,712	$73,187	$26,420
2022	$121,495	$78,593	$46,767	$42,902
2021	$50,000	$82,914	$3,865	$-32,914
2020	No data	$32,945	$36,779	No data

HW KAUFMAN FINANCIAL GROUP RELIEF FUND