FUND FOR THE GUGGENHEIM FELLOWSHIPS (EIN 851338112) - 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

EDWARD HIRSCH

Phone

2126874470

Tax Period

2023-01-01 to 2023-12-31

FUND FOR THE GUGGENHEIM FELLOWSHIPS, founded in 2019, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $423K in total revenue in fiscal year 2023. Revenue surged 135% from the prior year, signaling strong growth momentum. Expenses of $405K left a modest 4% surplus.

Mission

TO SEEK AND ACCEPT CONTRIBUTIONS AND TO USE SUCH GIFTS TO SUPPORT THE CHARITABLE MISSION OF THE JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION, A PRIVATE FOUNDATION, WHICH AWARDS FELLOWSHIPS TO INDIVIDUALS WHO HAVE ALREADY DEMONSTRATED EXCEPTIONAL CAPACITY FOR SCHOLARSHIP OR CREATIVITY IN THE AREAS OF CREATIVE ARTS, HUMANITIES, SOCIAL SCIENCES, AND NATURAL SCIENCES.

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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 $422,703

Program Service Revenue $0

Investment Income $283

Other Revenue $0

TOTAL REVENUE $422,986

Expense Breakdown

Grants Paid $405,320

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $405,320

Other Expenses $75

TOTAL EXPENSES $405,395

Year-over-Year Comparison

	2023	2022	Change
Revenue	$422,986	$180,097	+1.3%
Expenses	$405,395	$246,068	+0.6%
Net Income	$17,591	$-65,971	-1.3%

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

$725,482

Total Directors

$725,482

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EDWARD M HIRSH	PRESIDENT AND TRUSTEE	1.00	Officer Director	$0	$45,513	$725,482
SANDRA WIJNBERG	SECRETARY AND TREASURER	1.00	Director	$0	$0	$0
DWIGHT E LEE	DIRECTOR	1.00	Director	$0	$0	$0
LILI LYNTON	DIRECTOR	1.00	Director	$0	$0	$0
STACY SCHIFF	DIRECTOR	1.00	Director	$0	$0	$0
ERIC SCHWARTZ	DIRECTOR	1.00	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
2024	No data	No data	No data	No data
2023	$422,986	$405,395	$350,642	$17,591

FUND FOR THE GUGGENHEIM FELLOWSHIPS