FULFILLMENT FUND (EIN 953180934) - 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

1977

Legal Domicile

Principal Officer

JENNIFER OCAMPO

Phone

3239008750

Tax Period

2024-07-01 to 2025-06-30

FULFILLMENT FUND, founded in 1977, is a community nonprofit in the Human Services sector that reported $3.9M in total revenue in fiscal year 2024.

Mission

FULFILLMENT FUND MAKES COLLEGE A REALITY FOR STUDENTS FROM ECONOMICALLY AND EDUCATIONALLY UNDERRESOURCED COMMUNITIES.

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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 $3,395,055

Program Service Revenue $283,414

Investment Income $179,926

Other Revenue $0

TOTAL REVENUE $3,858,395

Expense Breakdown

Grants Paid $588,500

Salaries & Benefits $1,999,013

Fundraising Expenses $528,824

Program Expenses $2,792,153

Other Expenses $1,286,006

TOTAL EXPENSES $3,873,519

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,858,395	$3,703,973	+0.0%
Expenses	$3,873,519	$3,866,054	+0.0%
Net Income	$-15,124	$-162,081	-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

Volunteers

181

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

$74,746

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BART PACHINO	DIRECTOR	2.00	Director	$0	$0	$0
BRIAN K WERDESHEIM	DIRECTOR	1.00	Director	$0	$0	$0
CARL SCHUSTER	DIRECTOR	1.00	Director	$0	$0	$0
CARMEN WARD	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES KAPLAN	DIRECTOR	1.00	Director	$0	$0	$0
CHERNA GITNICK	CO-FOUNDER	1.00	Director	$0	$0	$0
CHERYL SNOW	DIRECTOR	2.00	Director	$0	$0	$0
DANIEL K FORKKIO	DIRECTOR	2.00	Director	$0	$0	$0
DAVID CASARES	DIRECTOR	1.00	Director	$0	$0	$0
DAVID HUGHES	DIRECTOR	1.00	Director	$0	$0	$0
ERIC KRAUTHEIMER	DIRECTOR	1.00	Director	$0	$0	$0
HARLAN SPINNER	DIRECTOR	1.00	Director	$0	$0	$0
HENRY BRANDON	DIRECTOR	1.00	Director	$0	$0	$0
JANA WARING GREER	DIRECTOR	1.00	Director	$0	$0	$0
JIM WARD	DIRECTOR	1.00	Director	$0	$0	$0
JOSH KLINEFELTER	DIRECTOR	1.00	Director	$0	$0	$0
KEITH THOLAN	DIRECTOR	1.00	Director	$0	$0	$0
LINDY HUANG WERGES	DIRECTOR	2.00	Director	$0	$0	$0
MADELEINE SHERAK PHD	DIRECTOR	1.00	Director	$0	$0	$0
MARCO MENDOZA	DIRECTOR	1.00	Director	$0	$0	$0
MARK GORDON	DIRECTOR	1.00	Director	$0	$0	$0
MARY ANN TODD ESQ	SECRETARY	1.00	Officer Director	$0	$0	$0
TRACY HERRIOTT	DIRECTOR	1.00	Director	$0	$0	$0
WENDY SPINNER	CHAIR	5.00	Officer Director	$0	$0	$0
AMY GRAT	CEO	40.00	Key Emp	$74,746	$0	$74,746
RACHEL LIVINGSTON	CPO	40.00	Highest	$182,474	$0	$182,474
JENNIFER OCAMPO	CFO	40.00	Highest	$184,583	$0	$184,583
ALISON MEISEL	DIRECTOR OF DEVELOPMENT	40.00	Highest	$122,732	$0	$122,732
JOHN KUHLMANN	DIRECTOR, COLLEGE ACCESS P	40.00	Highest	$114,405	$0	$114,405
CHRISTINE JOANNE UY REYES	FORMER - CEO	40.00		$236,452	$0	$236,452

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	$3,858,395	$3,873,519	$8,079,852	$-15,124
2024	$3,703,973	$3,866,054	$8,205,630	$-162,081
2023	$3,741,887	$3,182,584	$6,684,172	$559,303
2022	$6,532,887	$3,226,675	$6,078,744	$3,306,212
2021	$3,490,596	$2,806,601	$3,433,505	$683,995
2020	$4,130,677	$3,470,274	$2,625,792	$660,403
2019	$2,573,600	$4,251,533	$1,479,365	$-1,677,933
2018	$3,005,703	$4,997,304	$3,351,351	$-1,991,601

FULFILLMENT FUND