CP FUND (EIN 872072496) - 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

Yosef Olstein

Phone

7737540588

Tax Period

2024-01-01 to 2024-12-31

CP FUND, founded in 2021, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $278K in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring.

Mission

Raise money for those in need Financial education and guidance

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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 $425,172

Program Service Revenue $0

Investment Income $0

Other Revenue $-146,767

TOTAL REVENUE $278,405

Expense Breakdown

Grants Paid $250,595

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $394,800

Other Expenses $34,050

TOTAL EXPENSES $284,645

Year-over-Year Comparison

	2024	2023	Change
Revenue	$278,405	$371,813	-0.3%
Expenses	$284,645	$423,911	-0.3%
Net Income	$-6,240	$-52,098	-0.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
YOSEF OLSTEIN	President	20.00	Officer Director	$0	$0	$0
YEHUDA HOLLANDER	Vice President	5.00	Officer Director	$0	$0	$0
OR GERA	Secy Treasurer	10.00	Officer 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	$278,405	$284,645	$43,712	$-6,240
2022	$104,409	$75,692	$30,000	$28,717

CP FUND