Zeitz Foundation USA (EIN 993404881) - 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

2024

Legal Domicile

Principal Officer

Kate Garwood

Phone

2134473671

Tax Period

2024-01-01 to 2024-12-31

Zeitz Foundation USA, founded in 2024, is a small nonprofit in the Environment sector that reported $162K in total revenue in fiscal year 2024. The organization ran a surplus of $113K, a strong 70% operating margin.

Mission

The primary aim of ZEITZ Foundation USA is to create and support sustainable, ecologically and socially responsible projects and destinations around the world to achieve long-lasting impact and sustainability through the holistic balance of conservation, community, culture and commerce (the 4Cs) in privately managed areas in Kenya.

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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 $120,500

Program Service Revenue $0

Investment Income $2,115

Other Revenue $39,250

TOTAL REVENUE $161,865

Expense Breakdown

Grants Paid $19,000

Salaries & Benefits $0

Fundraising Expenses $29,788

Program Expenses $19,097

Other Expenses $29,982

TOTAL EXPENSES $48,982

Year-over-Year Comparison

	2024	2023	Change
Revenue	$161,865	N/A	N/A
Expenses	$48,982	N/A	N/A
Net Income	$112,883	N/A	N/A

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

N/A

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	Role	Reportable Comp	Other Comp	Total
Kate Garwood	President & CEO	Officer Director	$0	$0	$0
Jonathan Gerber	Vice President	Officer Director	$0	$0	$0
Rodney Franks	Secretary	Officer Director	$0	$0	$0
Jochen Zeitz	CFO	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	$161,865	$48,982	$112,883	$112,883

Zeitz Foundation USA