CATALYST RESEARCH & EDUCATION FUND (EIN 851462968) - 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

JACOB LIPTON ESQ

Phone

8579982111

Tax Period

2023-01-01 to 2023-12-31

CATALYST RESEARCH & EDUCATION FUND, founded in 2020, is a community nonprofit in the Civil Rights & Advocacy sector that reported $2.7M in total revenue in fiscal year 2023. Revenue surged 2462% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.3M, a strong 47% operating margin.

Mission

TO PROMOTE VALUABLE PUBLIC INTEREST LEGAL WORK THAT SEEKS TO IMPROVE THE LIVES OF THOSE MOST OFTEN DENIED ACCESS TO JUSTICE, AND TO ACHIEVE SYSTEMIC CHANGE WITHIN THE LEGAL SYSTEM AND PROFESSION.

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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 $2,462,750

Program Service Revenue $249,996

Investment Income $983

Other Revenue $0

TOTAL REVENUE $2,713,729

Expense Breakdown

Grants Paid $732,000

Salaries & Benefits $419,075

Fundraising Expenses $4,977

Program Expenses $1,205,038

Other Expenses $290,427

TOTAL EXPENSES $1,441,502

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,713,729	$105,912	+24.6%
Expenses	$1,441,502	$1,151,729	+0.3%
Net Income	$1,272,227	$-1,045,817	-2.2%

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

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

$120,947

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WHITNEY BENNS ESQ	DIRECTOR	1.00	Director	$0	$0	$0
BLAKE STRODE ESQ	DIRECTOR	1.00	Director	$0	$0	$0
MAX UTZSCHNEIDER ESQ	DIRECTOR	1.00	Director	$0	$0	$0
JACOB LIPTON ESQ	EXECUTIVE DIRECTOR	40.00	Officer	$107,083	$13,864	$120,947
RENEE SCHOMP	DEPUTY DIRECTOR	40.00	Highest	$145,833	$39,313	$185,146

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	$2,713,729	$1,441,502	$2,190,664	$1,272,227
2022	$105,912	$1,151,729	$894,149	$-1,045,817
2021	$2,210,086	$417,744	$1,941,725	$1,792,342
2020	$210,000	$63,791	$150,631	$146,209

CATALYST RESEARCH & EDUCATION FUND