Charity Bridge Fund (EIN 943331010) - 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

1999

Legal Domicile

Principal Officer

Kendall Webb

Phone

4155052575

Tax Period

2024-03-01 to 2025-02-28

Charity Bridge Fund, founded in 1999, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $169K in total revenue in fiscal year 2024. Revenue fell 73% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $70K, a strong 41% operating margin.

Mission

Increase charitable giving by connecting people with the charities and causes they care about.

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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 $150

Program Service Revenue $79,048

Investment Income $89,642

Other Revenue $0

TOTAL REVENUE $168,840

Expense Breakdown

Grants Paid $150

Salaries & Benefits $57,749

Fundraising Expenses $2,310

Program Expenses $46,350

Other Expenses $41,336

TOTAL EXPENSES $99,235

Year-over-Year Comparison

	2024	2023	Change
Revenue	$168,840	$633,822	-0.7%
Expenses	$99,235	$670,722	-0.9%
Net Income	$69,605	$-36,900	-2.9%

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

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

$69,394

Total Directors

$69,394

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Andrea Lloyd	CFO	4.00	Officer Director	$13,200	$0	$13,200
Doug Feick	Chair	1.00	Officer Director	$0	$0	$0
Doug Mazzucco	Secretary	1.00	Officer Director	$0	$0	$0
Jeff Risberg	Director	0.50	Director	$0	$0	$0
Dahna Goldstein	Director	0.50	Director	$0	$0	$0
Jeff Barca-Hall	Director	0.50	Director	$0	$0	$0
Kendall Webb	Executive Director	30.00	Officer Director	$27,300	$28,894	$56,194

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	$168,840	$99,235	$2,162,877	$69,605
2024	$633,822	$670,722	$2,115,773	$-36,900
2023	$2,575,585	$4,063,450	$2,134,113	$-1,487,865
2022	$11,301,311	$11,223,066	$5,012,575	$78,245
2021	$12,039,427	$11,681,014	$4,682,028	$358,413
2020	$6,081,415	$5,941,962	$3,308,738	$139,453
2019	$9,780,133	$9,976,474	$3,500,864	$-196,341

Charity Bridge Fund