CATALYST PHILANTHROPY FUND

EIN: 994151731 501(c)(3) Philanthropy & Grantmaking

NASHVILLE, TN

Total Revenue
$6,584,764
Total Expenses
$5,747,184
Total Assets
$2,333,452
Net Assets
$837,580
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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
DE
Principal Officer
BRAD MARGOLIS
Phone
3107706861
Tax Period
2024-07-25 to 2024-12-31

CATALYST PHILANTHROPY FUND, founded in 2024, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $6.6M in total revenue in fiscal year 2024. Expenses of $5.7M left a modest 13% surplus.

Mission

CATALYST PHILANTHROPY FUND EMPOWERS INDIVIDUALS AND ORGANIZATIONS TO CREATE A LASTING IMPACT THROUGH STRATEGIC PHILANTHROPY. OPERATING AS A FISCAL SPONSOR AND PHILANTHROPIC ADVISOR, CATALYST HANDLES THE ADMINISTRATIVE COMPLEXITIES OF CHARITABLE PROJECTS, ALLOWING THEM TO FOCUS ON MAKING IMPACT.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $6,463,755
Program Service Revenue $113,966
Investment Income $7,043
Other Revenue $0
TOTAL REVENUE $6,584,764

Expense Breakdown

Grants Paid $346,796
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $5,615,189
Other Expenses $5,400,388
TOTAL EXPENSES $5,747,184

Year-over-Year Comparison

2024 2023 Change
Revenue $6,584,764 N/A N/A
Expenses $5,747,184 N/A N/A
Net Income $837,580 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

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Governance

Voting Members
3
Independent Members
2
Employees
N/A
Volunteers
3

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
1
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BRAD MARGOLIS PRESIDENT/SECRETARY/TREASURER 20.00
Officer Director
$0 $0 $0
CHRISTIAN DAVIES BOARD MEMBER 2.00
Director
$0 $0 $0
JOSEPH FISHER BOARD MEMBER 2.00
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
2024 $6,584,764 $5,747,184 $2,333,452 $837,580
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