CSB FOUNDATION (EIN 823046849) - 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

NATHANIEL TAGTOW

Phone

5159811240

Tax Period

2023-01-01 to 2023-12-31

CSB FOUNDATION, founded in 2017, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $916K in total revenue in fiscal year 2023. Revenue fell 34% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $762K, a strong 83% operating margin.

Mission

PROMOTING PHILANTHROPY BY 1) SUPPORTING NONPROFIT ORGANIZATIONS; 2) MAKING GRANTS TO QUALIFIED NONPROFITS; 3) HOLDING AND INVESTING FUNDS FOR THE BENEFIT OF NONPROFIT ORGANIZATIONS INCLUDING DONOR ADVISED FUNDS; 4) GENERAL EDUCATION TO THE PUBLIC ABOUT CHARITABLE GIVING AND ESTATE PLANNING.

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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 $560,990

Program Service Revenue $0

Investment Income $354,668

Other Revenue $0

TOTAL REVENUE $915,658

Expense Breakdown

Grants Paid $140,683

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $140,683

Other Expenses $12,792

TOTAL EXPENSES $153,475

Year-over-Year Comparison

	2023	2022	Change
Revenue	$915,658	$1,392,967	-0.3%
Expenses	$153,475	$256,681	-0.4%
Net Income	$762,183	$1,136,286	-0.3%

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

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
NATHANIEL TAGTOW	PRESIDENT	1.00	Officer Director	$0	$0	$0
GEORGE MEINECKE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVID ALBRECHT	TREASURER	1.00	Officer Director	$0	$0	$0
CHAD STEVENS	SECRETARY	1.00	Officer Director	$0	$0	$0
STEVEN ALBRECHT	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD ALBRECHT	DIRECTOR	1.00	Director	$0	$0	$0
JOHN GHRIST	DIRECTOR	1.00	Director	$0	$0	$0
KEN PETERSEN	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT GRIESE	DIRECTOR	1.00	Director	$0	$0	$0
WADE LAWRENCE	DIRECTOR	1.00	Director	$0	$0	$0
DAVID LESTER	DIRECTOR	1.00	Director	$0	$0	$0
CHARLIE OCHANPAUGH	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	$915,658	$153,475	$3,513,009	$762,183
2022	$1,392,967	$256,681	$2,750,826	$1,136,286
2021	$993,863	$79,378	$1,614,540	$914,485
2020	$297,578	$3,106	$700,055	$294,472
2019	$194,653	$24,580	$405,583	$170,073

CSB FOUNDATION