CHARITABLE PARTNERSHIP FUND

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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

1999

Legal Domicile

Principal Officer

Jonathan Harms or Stephen Brooks

Phone

5034902021

Tax Period

2024-01-01 to 2024-12-31

CHARITABLE PARTNERSHIP FUND, founded in 1999, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.2M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $208K, a strong 18% operating margin.

Mission

To build capacity and increase philanthropy in all communities through cooperative program and fund development options for individuals, groups, non-profits and businesses. CPF incubates qualified projects that provide public services or benefits, and provides support to other tax exempt or nonprofit organizations, projects or programs.

Program Service Accomplishments

Program 1

Expenses: $863,526 Revenue: $0

CPF's incubator program provided infrastructure support and assistance for 41 projects that qualified as charitable activities or will go on to become c(3) or public benefit organizations. The CPF...

CPF's incubator program provided infrastructure support and assistance for 41 projects that qualified as charitable activities or will go on to become c(3) or public benefit organizations. The CPF incubator program is a form of venture philanthropy that brings new ideas for public benefit into reality.

Program 2

Expenses: $94,182 Revenue: $0

CPF facilitated electronic donation collection on behalf of 13 qualified tax exempt non-profit organizations along with workplace giving. CPF began running this program over 15 years ago to help...

CPF facilitated electronic donation collection on behalf of 13 qualified tax exempt non-profit organizations along with workplace giving. CPF began running this program over 15 years ago to help organizations collect donations inexpensively and easily by providing a transactions mechanism and monthly donation accounting with reporting.

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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 $1,173,968

Program Service Revenue $0

Investment Income $5,374

Other Revenue $0

TOTAL REVENUE $1,179,342

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $957,708

Other Expenses $970,886

TOTAL EXPENSES $970,886

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,179,342	$1,062,748	+0.1%
Expenses	$970,886	$1,026,349	-0.1%
Net Income	$208,456	$36,399	+4.7%

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

183

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
Stephen Brooks	Treasurer	4	Officer Director	$0	$0	$0
Jonathan Harms	President and Secretary	8	Officer Director	$0	$0	$0
Marc Grignon	Director	1	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	$1,179,342	$970,886	$1,214,695	$208,456
2023	$1,062,748	$1,026,349	$1,006,239	$36,399
2022	$1,466,172	$1,402,804	$969,840	$63,368
2021	$1,325,933	$1,460,067	$906,472	$-134,134
2020	$1,252,699	$976,701	$1,040,606	$275,998