The Esselstyn Family Foundation Inc (EIN 833193194) - 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

2019

Legal Domicile

Principal Officer

Brian Hart

Phone

2166405052

Tax Period

2024-01-01 to 2024-12-31

The Esselstyn Family Foundation Inc, founded in 2019, is a small nonprofit in the Health Care sector that reported $275K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $128K, a strong 47% operating margin.

Mission

To provide educational programs for a healthy lifestyle as well as to provide charitable giving and benevolent assistance throughout the United States.

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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 (2024)

Revenue Breakdown

Contributions & Grants $242,217

Program Service Revenue $2,894

Investment Income $29,592

Other Revenue $0

TOTAL REVENUE $274,703

Expense Breakdown

Grants Paid $3,557

Salaries & Benefits $74,700

Fundraising Expenses $14,941

Program Expenses $89,684

Other Expenses $68,679

TOTAL EXPENSES $146,936

Year-over-Year Comparison

	2024	2023	Change
Revenue	$274,703	$236,392	+0.2%
Expenses	$146,936	$124,370	+0.2%
Net Income	$127,767	$112,022	+0.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jill Kolasinski	President	4.00	Officer Director	$0	$0	$0
Samuel Osborne	Secretary	4.00	Officer Director	$0	$0	$0
Douglas Wang	Treasurer	4.00	Officer Director	$0	$0	$0
Caldwell Esselstyn	Director	4.00	Officer Director	$0	$0	$0
Elizabeth Summers	Director	4.00	Officer Director	$0	$0	$0
Lisa Fedorovich	Director	4.00	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
2024	$274,703	$146,936	$789,975	$127,767
2023	$236,392	$124,370	$662,176	$112,022
2022	$194,622	$128,188	$546,538	$66,434
2021	$202,512	$114,241	$479,832	$88,271
2020	$179,183	$122,839	$393,675	$56,344
2019	$331,332	$51,392	$280,052	$279,940

The Esselstyn Family Foundation Inc