KAZILIONIS CHARITABLE FUND (EIN 842051687) - 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

PAUL D KAZILIONIS

Phone

5615986700

Tax Period

2023-01-01 to 2023-12-31

KAZILIONIS CHARITABLE FUND, founded in 2019, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.3M in total revenue in fiscal year 2023. Revenue surged 133892% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.2M, a strong 95% operating margin.

Mission

THE ORGANIZATION IS OPERATING TO SUPPORT OR BENEFIT PUBLICLY SUPPORTED ORGANIZATIONS WHICH ARE CLOSELY RELATED IN PURPOSE OR FUNCTION TO DECHOMAI OR COLBY COLLEGE.

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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 $3,276,000

Program Service Revenue $0

Investment Income $73,805

Other Revenue $0

TOTAL REVENUE $3,349,805

Expense Breakdown

Grants Paid $100,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $100,000

Other Expenses $58,837

TOTAL EXPENSES $158,837

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,349,805	$2,500	+1338.9%
Expenses	$158,837	$178,184	-0.1%
Net Income	$3,190,968	$-175,684	-19.2%

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

$516,305

Total Directors

$516,305

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL D KAZILIONIS	CHAIRMAN, PRESIDENT, DIREC	0.20	Officer Director	$0	$0	$0
DOUGLAS TERP	TREASURER, DIRECTOR	0.20	Officer Director	$0	$54,291	$516,305
BRYAN K CLONTZ	SECRETARY, DIRECTOR	0.20	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	$3,349,805	$158,837	$25,769,152	$3,190,968
2022	$2,500	$178,184	$22,578,184	$-175,684
2021	$23,307,280	$553,412	$22,753,868	$22,753,868

KAZILIONIS CHARITABLE FUND