Fund The Climb Foundation (EIN 863418425) - 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

2021

Legal Domicile

Principal Officer

Rob Graessle DO

Phone

7403303676

Tax Period

2024-01-01 to 2024-12-31

Fund The Climb Foundation, founded in 2021, is a community nonprofit in the Mental Health sector that reported $1.2M in total revenue in fiscal year 2024. Revenue surged 361% from the prior year, signaling strong growth momentum.

Mission

The mission of Fund the Climb Foundation is to remove barriers that stand in the way of recovery.

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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 $1,181,298

Program Service Revenue $0

Investment Income $0

Other Revenue $22,781

TOTAL REVENUE $1,204,079

Expense Breakdown

Grants Paid $24,832

Salaries & Benefits $14,269

Fundraising Expenses $3,567

Program Expenses $1,178,055

Other Expenses $1,183,775

TOTAL EXPENSES $1,222,876

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,204,079	$261,238	+3.6%
Expenses	$1,222,876	$258,428	+3.7%
Net Income	$-18,797	$2,810	-7.7%

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

N/A

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

$14,269

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Joshua Courtney DO	President/Board Member	0.00	Officer Director	$0	$0	$0
Anthony Akrouche	Board Member	0.00	Director	$0	$0	$0
Rob Graessle DO	CEO/Founder	1.00	Officer Director	$0	$0	$0
Denisa Hiles	Board Member	0.00	Director	$0	$0	$0
Gary D Lewis Jr	Board Member	0.00	Director	$0	$0	$0
Beth Pardi	Board Member	0.00	Director	$0	$0	$0
Eric Vanzwieten	Board Member	0.00	Director	$0	$0	$0
Samuel Sohnly	Board Member	0.00	Director	$0	$0	$0
Bradley C Carrier	Board Member	0.00	Director	$0	$0	$0
Jennifer Bruder	Board Member	0.00	Director	$0	$0	$0
Lili C Reitz Esq	Executive Director	1.00	Officer	$14,269	$0	$14,269

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	$1,204,079	$1,222,876	$464,392	$-18,797
2023	$261,238	$258,428	$29,498	$2,810

Fund The Climb Foundation