Tobacco Free Portfolios Foundation (EIN 843103450) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2020

Legal Domicile

Principal Officer

Bronwyn King

Phone

9294206441

Tax Period

2023-01-01 to 2023-12-31

Tobacco Free Portfolios Foundation, founded in 2020, is a small nonprofit in the Mental Health sector that reported $318K in total revenue in fiscal year 2023. Revenue surged 244% from the prior year, signaling strong growth momentum. The organization ran a surplus of $78K, a strong 24% operating margin.

Mission

Advocating and encouraging the implementation of tobacco-free finance policies across investment, lending and insurance.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $317,938

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $317,938

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $236,875

Other Expenses $240,220

TOTAL EXPENSES $240,220

Year-over-Year Comparison

	2023	2022	Change
Revenue	$317,938	$92,465	+2.4%
Expenses	$240,220	$194,908	+0.2%
Net Income	$77,718	$-102,443	-1.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
Dr Bronwyn King	President/Treasurer	001.00	Officer Director	$0	$0	$0
Delmonte Jefferson	Secretary	001.00	Officer Director	$0	$0	$0
Gary Reedy	Director	001.00	Director	$0	$0	$0
Barry McInerney	Director	001.00	Director	$0	$0	$0
Robin Koval	Director	001.00	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
2023	$317,938	$240,220	$117,528	$77,718
2021	$203,455	$103,876	$142,253	$99,579

Tobacco Free Portfolios Foundation