Lafayette Square Foundation Inc (EIN 863666746) - 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

Phone

2023444273

Tax Period

2023-01-01 to 2023-12-31

Lafayette Square Foundation Inc, founded in 2021, is a community nonprofit in the Community Improvement sector that reported $1.1M in total revenue in fiscal year 2023. Revenue fell 25% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $578K, a strong 52% operating margin.

Mission

To address the inequity in the asset management industry, as well as in other businesses and industries.

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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 $1,114,578

Program Service Revenue $0

Investment Income $743

Other Revenue $0

TOTAL REVENUE $1,115,321

Expense Breakdown

Grants Paid $0

Salaries & Benefits $23,278

Fundraising Expenses $0

Program Expenses $410,747

Other Expenses $514,293

TOTAL EXPENSES $537,571

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,115,321	$1,486,010	-0.2%
Expenses	$537,571	$535,573	+0.0%
Net Income	$577,750	$950,437	-0.4%

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

N/A

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

$640,687

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	chairman, treasurer, & secretary	1.0	Officer Director	$0	$0	$0
N/A	director (start 11/17/2023)	1.0	Director	$0	$0	$0
N/A	director	1.0	Director	$0	$0	$0
N/A	director (termed 11/16/2023)	1.0	Director	$0	$0	$0
N/A	President (Start 1/2023)	15.0	Officer	$0	$42,338	$517,338
N/A	Executive Director (Start 8/2023)	38.0	Officer	$0	$12,932	$123,349

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	$1,115,321	$537,571	$1,282,445	$577,750
2022	$1,486,010	$535,573	$1,068,629	$950,437

Lafayette Square Foundation Inc