Shunpike Charitable Foundation (EIN 832004366) - 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

Greg Zolotar

Phone

8778295500

Tax Period

2023-01-01 to 2023-12-31

Shunpike Charitable Foundation, founded in 2018, is a mid-sized nonprofit in the Health Care sector that reported $18.3M in total revenue in fiscal year 2023. Revenue fell 47% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $16.5M, a strong 90% operating margin.

Mission

The purpose is to support tax-exempt organizations across the country.

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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 $18,009,853

Program Service Revenue $0

Investment Income $301,126

Other Revenue $0

TOTAL REVENUE $18,310,979

Expense Breakdown

Grants Paid $1,759,515

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,759,515

Other Expenses $65,745

TOTAL EXPENSES $1,825,260

Year-over-Year Comparison

	2023	2022	Change
Revenue	$18,310,979	$34,247,062	-0.5%
Expenses	$1,825,260	$1,390,782	+0.3%
Net Income	$16,485,719	$32,856,280	-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
Greg Zolotar	President	10.00	Officer Director	$0	$0	$0
Alexander Zolotar	Board Member	2.00	Director	$0	$0	$0
Edward Cotney	Board Member	2.00	Director	$0	$0	$0
Matt Stringham	Board Member	2.00	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	$18,310,979	$1,825,260	$132,652,928	$16,485,719
2022	$34,247,062	$1,390,782	$110,526,094	$32,856,280
2021	$22,780,566	$1,966,986	$77,624,777	$20,813,580
2020	$6,014,610	$770,741	$46,787,675	$5,243,869
2019	$5,032,571	$913,955	$36,490,236	$4,118,616

Shunpike Charitable Foundation