RFSW ENDOWMENT INC (EIN 851208107) - 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

KARL CSAKY

Phone

2143633911

Tax Period

2024-01-01 to 2024-12-31

RFSW ENDOWMENT INC, founded in 2020, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.9M in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $1.1M, a strong 60% operating margin.

Mission

TO SUPPORT AND BENEFIT RETINA FOUNDATION OF THE SOUTHWEST

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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 $1,098,181

Program Service Revenue $0

Investment Income $767,840

Other Revenue $0

TOTAL REVENUE $1,866,021

Expense Breakdown

Grants Paid $704,719

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $704,719

Other Expenses $46,754

TOTAL EXPENSES $751,473

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,866,021	$2,143,331	-0.1%
Expenses	$751,473	$435,795	+0.7%
Net Income	$1,114,548	$1,707,536	-0.3%

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

$567,933

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LOU GRABOWSKY	DIRECTOR	1.00	Director	$0	$0	$0
ALEX CENA	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM HUTTON	CHAIR	1.00	Officer Director	$0	$0	$0
STEVE ROGERS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
KARL CSAKY	PRESIDENT	1.00	Officer	$0	$17,487	$419,107
NATALIE GILBERT	SECRETARY AND TREASURER	2.00	Officer	$0	$16,492	$148,826

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	$1,866,021	$751,473	$13,223,178	$1,114,548
2023	$2,143,331	$435,795	$11,732,098	$1,707,536
2022	$512,417	$431,181	$9,048,434	$81,236
2021	$11,488,973	$429,842	$11,077,911	$11,059,131

RFSW ENDOWMENT INC