KORN FERRY CHARITABLE FOUNDATION (EIN 850622977) - 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

2020

Legal Domicile

Principal Officer

ANDY KATZ

Phone

3102262607

Tax Period

2024-04-01 to 2025-03-31

KORN FERRY CHARITABLE FOUNDATION, founded in 2020, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.0M in total revenue in fiscal year 2024. Revenue surged 4442% from the prior year, signaling strong growth momentum. The organization ran a surplus of $482K, a strong 48% operating margin.

Mission

THE FOUNDATION'S MISSION IS TO HELP PEOPLE EXCEED THEIR POTENTIAL. WHETHER THAT IS IN THE BOARDROOM, THE CLASSROOM, OR THEIR LIVING ROOM. THAT MEANS PROVIDING HELP, SUPPORT, AND INSPIRATION FOR PEOPLE WHO NEED IT MOST, PROVIDING DIRECT RELIEF TO THOSE AFFECTED BY A NATURAL DISASTER, FUNDING SCHOLARSHIPS AND PROGRAMS, AND OFFERING GRANTS TO CHARITABLE ORGANIZATIONS WORKING TO ENHANCE OUR COMMUNITIES.

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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 $979,847

Program Service Revenue $0

Investment Income $24,526

Other Revenue $0

TOTAL REVENUE $1,004,373

Expense Breakdown

Grants Paid $485,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $507,694

Other Expenses $37,605

TOTAL EXPENSES $522,605

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,004,373	$22,114	+44.4%
Expenses	$522,605	$468,435	+0.1%
Net Income	$481,768	$-446,321	-2.1%

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

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
JONATHAN KUAI	CHAIR/DIRECTOR	5.00	Director	$0	$0	$0
ARI LANIN	DIRECTOR	1.00	Director	$0	$0	$0
DANIELA STOLMAN	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL COHEN	DIRECTOR	1.00	Director	$0	$0	$0
TIFFANY LEE	DIRECTOR	1.00	Director	$0	$0	$0
ANDY KATZ	TREASURER	1.00	Officer	$0	$0	$0
HEATHER AXE	PRESIDENT AND SECRETARY	5.00	Officer	$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
2025	$1,004,373	$522,605	$789,326	$481,768
2024	$22,114	$468,435	$307,558	$-446,321
2023	$70,094	$435,422	$753,879	$-365,328
2022	$1,535,000	$425,807	$1,119,207	$1,109,193
2021	$57,000	$46,986	$10,014	$10,014

KORN FERRY CHARITABLE FOUNDATION