THE POLO CLUB FOUNDATION INC (EIN 932801752) - 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

2023

Legal Domicile

Principal Officer

CRAIG SHUFFAIN

Phone

5132261324

Tax Period

2025-01-01 to 2025-12-31

THE POLO CLUB FOUNDATION INC, founded in 2023, is a small nonprofit in the Human Services sector that reported $463K in total revenue in fiscal year 2025. Revenue surged 64% from the prior year, signaling strong growth momentum. The organization ran a surplus of $179K, a strong 39% operating margin.

Mission

PROVIDE GRANTS TO OTHER 501C3 TAX-EXEMPT ORGANIZATIONS WHOSE MISSIONS ALIGN WITH OUR FOCUS, INCLUDING BUT NOT LIMITED TO EDUCATION, ECONOMICS, HEALTH, AND SOCIAL SERVICES

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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 (2025)

Revenue Breakdown

Contributions & Grants $458,454

Program Service Revenue $0

Investment Income $4,339

Other Revenue $0

TOTAL REVENUE $462,793

Expense Breakdown

Grants Paid $191,033

Salaries & Benefits $0

Fundraising Expenses $73,359

Program Expenses $208,526

Other Expenses $93,092

TOTAL EXPENSES $284,125

Year-over-Year Comparison

	2025	2024	Change
Revenue	$462,793	$281,662	+0.6%
Expenses	$284,125	$77,482	+2.7%
Net Income	$178,668	$204,180	-0.1%

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

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
GARY HELDMAN	PREDIDENT	5.00	Director	$0	$0	$0
ELAIN ABRAMS	VICE PRESIDENT	5.00	Director	$0	$0	$0
LINDA ROSENTHAL	SECRETARY	5.00	Director	$0	$0	$0
CRAIG SHUFFAIN	TREASURER	5.00	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
2025	$462,793	$284,125	$382,848	$178,668
2024	$281,662	$77,482	$204,180	$204,180

THE POLO CLUB FOUNDATION INC