HARI AND ANJALI AGRAWAL CHARITABLE FDN (EIN 842577955) - 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

KRISTEN M LEWIS

Phone

4042520100

Tax Period

2024-01-01 to 2024-12-31

HARI AND ANJALI AGRAWAL CHARITABLE FDN, founded in 2019, is a mid-sized nonprofit that reported $11.0M in total revenue in fiscal year 2024. Revenue surged 2748% from the prior year, signaling strong growth momentum. The organization ran a surplus of $10.5M, a strong 96% operating margin.

Mission

TO PROVIDE FUNDING TO CHARITIES IN FULFILLMENT OF THE EXEMPT PURPOSES OF NCCF.

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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 $9,000,000

Program Service Revenue $0

Investment Income $1,819,700

Other Revenue $157,211

TOTAL REVENUE $10,976,911

Expense Breakdown

Grants Paid $223,785

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $223,785

Other Expenses $225,396

TOTAL EXPENSES $449,181

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,976,911	$385,461	+27.5%
Expenses	$449,181	$586,562	-0.2%
Net Income	$10,527,730	$-201,101	-53.4%

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

$217,679

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HARI AGRAWAL	TRUSTEE	1.00	Director	$0	$0	$0
NEHA AGRAWAL	TRUSTEE	1.00	Director	$0	$0	$0
ALBERT J SMITH	TRUSTEE	1.00	Director	$0	$0	$0
KRISTEN M LEWIS	TRUSTEE	1.00	Director	$0	$21,408	$217,679
TREY LITTLE	TRUSTEE	1.00	Director	$0	$0	$0
DANA E RING	FORMER TRUSTEE	0.00		$0	$29,331	$266,693
RACHAEL WATSON	FORMER TRUSTEE	0.00		$0	$44,297	$284,106

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	$10,976,911	$449,181	$38,341,218	$10,527,730
2023	$385,461	$586,562	$24,044,075	$-201,101
2022	$9,482,154	$143,688	$16,604,858	$9,338,466
2021	$245,885	$118,151	$10,228,678	$127,734
2020	$2,716,223	$35,280	$6,849,546	$2,680,943

HARI AND ANJALI AGRAWAL CHARITABLE FDN