PERCENT IMPACT FOUNDATION (EIN 873165286) - 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

BRENDA HALKIAS

Tax Period

2024-01-01 to 2024-12-31

PERCENT IMPACT FOUNDATION, founded in 2021, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.1M in total revenue in fiscal year 2024. Revenue surged 1062% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.3M, a strong 42% operating margin.

Mission

OUR OBJECTIVE IS TO PROMOTE THE EFFICACY OF THE CHARITY SECTOR BY INCREASING DONOR CONTRIBUTIONS TO CHARITIES, WHERE THE DONORS ARE GIVEN THE OPPORTUNITY TO MAKE A RECOMMENDATION AS TO THE RECIPIENT OF THE FUNDS WILL BE TREATED AS A "DONOR ADVISED FUND" AS DEFINED UNDER SECTION 4966(D)(2) OF THE CODE. WE VET ALL BENEFITTING CHARITIES TO ENSURE THEY MEET OUR STRICT ELIGIBILITY CRITERIA AND USE THE CHARITABLE FUNDS WE DELIVER FOR CHARITABLE PURPOSES FOR THE PUBLIC BENEFIT ONLY.

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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 $3,116,428

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $3,116,428

Expense Breakdown

Grants Paid $1,739,654

Salaries & Benefits $0

Fundraising Expenses $8,445

Program Expenses $1,739,654

Other Expenses $44,303

TOTAL EXPENSES $1,792,402

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,116,428	$268,231	+10.6%
Expenses	$1,792,402	$243,744	+6.4%
Net Income	$1,324,026	$24,487	+53.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRENDA HALKIAS	PRESIDENT	0.01	Officer Director	$0	$0	$0
LARA NAGOSKI	TREASURER	0.01	Officer Director	$0	$0	$0
SARA ORRICK	DIRECTOR	0.01	Director	$0	$0	$0
LUCIE GREENE	SECRETARY	0.01	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	$3,116,428	$1,792,402	$1,984,371	$1,324,026
2023	$268,231	$243,744	$27,833	$24,487

PERCENT IMPACT FOUNDATION