CATALYST PHILANTHROPY FUND

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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

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 WAS FORMED TO SUPPORT AND EMPOWER PHILANTHROPY BY WORKING WITH EXISTING CHARITABLE INITIATIVES, CREATING NEW PROGRAMS TO ACHIEVE SOCIAL IMPACT, AND DRAWING NEW INDIVIDUALS AND ORGANIZATIONS TO PHILANTHROPY. CATALYST ACHIEVES THESE GOALS BY BEING A FISCAL SPONSOR FOR CHARITABLE PROJECTS, A PHILANTHROPIC ADVISOR TO FUNDERS AND DONORS, AND A CONVENER OF BOTH TO MAKE DOLLARS GO FURTHER AND HAVE GREATER SOCIAL IMPACT IN THE COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $5,615,189 Revenue: $113,966

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%)

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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
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