THE ELLEN FUND (EIN 824122811) - 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

2018

Legal Domicile

Principal Officer

CASEY ROGERS

Phone

3109483490

Tax Period

2023-01-01 to 2023-12-31

THE ELLEN FUND, founded in 2018, is a micro nonprofit that reported $87K in total revenue in fiscal year 2023. Revenue fell 58% from the prior year — a significant decline worth monitoring. Expenses of $243K exceeded revenue, resulting in a 180% operating deficit.

Mission

SUPPORT GLOBAL CONSERVATION EFFORTS FOR ENDANGERED SPECIES.

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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 $60,542

Program Service Revenue $0

Investment Income $26,296

Other Revenue $0

TOTAL REVENUE $86,838

Expense Breakdown

Grants Paid $2,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $71,954

Other Expenses $241,427

TOTAL EXPENSES $243,427

Year-over-Year Comparison

	2023	2022	Change
Revenue	$86,838	$208,314	-0.6%
Expenses	$243,427	$551,836	-0.6%
Net Income	$-156,589	$-343,522	-0.5%

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
PORTIA DE ROSSI	BOARD MEMBER/PRESIDENT	1.00	Officer Director	$0	$0	$0
ELLEN DEGENERES	BOARD MEMBER/DIRECTOR	1.00	Officer Director	$0	$0	$0
HARLEY NEUMAN	BOARD MEMBER/TREASURER	1.00	Officer Director	$0	$0	$0
CASEY ROGERS	BOARD MEMBER, EXECUTIVE DI	1.00	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
2023	$86,838	$243,427	No data	$-156,589
2022	$208,314	$551,836	$674,209	$-343,522
2021	$1,336,533	$2,895,195	$1,078,676	$-1,558,662
2020	$565,353	$2,617,070	$2,549,533	$-2,051,717
2019	$8,128,423	$3,527,478	$5,447,186	$4,600,945

THE ELLEN FUND