THE PATRIOT FOUNDATION TRUST

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2006

Legal Domicile

Principal Officer

MARK A CALDWELL

Phone

4234257008

Tax Period

2024-01-01 to 2024-12-31

THE PATRIOT FOUNDATION TRUST, founded in 2006, is a micro nonprofit in the Education sector that reported $59K in total revenue in fiscal year 2024. Revenue surged 114% from the prior year, signaling strong growth momentum. The organization ran a surplus of $13K, a strong 22% operating margin.

Mission

THE TRUST PROMOTES LIBERTY BY DEVOTING ITS RESOURCES EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, DIRECTLY OR BY CONTRIBUTIONS TO ORGANIZATIONS DULY ORGANIZED TO CARRY ON CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY OR EDUCATIONAL ACTIVITIES, CONSISTENT WITH OUR MISSION.

Program Service Accomplishments

Program 1

Expenses: $26,472

THE FOUNDATION MAKES GRANTS TO OTHER TAX EXEMPT ORGANIZATIONS TO PROMOTE THE ADVANCEMENT OF SUCH PRINCIPLES.

Program 2

Expenses: $6,618

THE FOUNDATION STRIVES TO PROMOTE THEIR MISSION THROUGH PROVIDING SCHOLARSHIPS TO QUALIFIED STUDENTS COMMITTED TO PROMOTING THE ADVANCEMENT OF THE PRINCIPLES OF THE FOUNDATION.

Program 3

THE FOUNDATION ALSO PRESENTS SPEAKERS AND OTHER PROGRAMS WHO PROMOTE THE PRINCIPLES OF THE FOUNDATION AND PROVIDES WRITTEN MATERIALS TO PROVIDE INDIVIDUALS WITH A TIMELY, INFORMATIVE, AND RELIABLE...

THE FOUNDATION ALSO PRESENTS SPEAKERS AND OTHER PROGRAMS WHO PROMOTE THE PRINCIPLES OF THE FOUNDATION AND PROVIDES WRITTEN MATERIALS TO PROVIDE INDIVIDUALS WITH A TIMELY, INFORMATIVE, AND RELIABLE SURVEY AND ANALYSIS OF THE NATION'S MOST SIGNIFICANT NEWS, POLICY, AND OPINION.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $11,838

Program Service Revenue $0

Investment Income $47,059

Other Revenue $346

TOTAL REVENUE $59,243

Expense Breakdown

Grants Paid $32,050

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $33,090

Other Expenses $14,366

TOTAL EXPENSES $46,416

Year-over-Year Comparison

	2024	2023	Change
Revenue	$59,243	$27,680	+1.1%
Expenses	$46,416	$51,654	-0.1%
Net Income	$12,827	$-23,974	-1.5%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
MARK A CALDWELL	PRESIDENT	10.00	Officer Director	$0	$0	$0
MARK A CALDWELL JR	SECRETARY	3.00	Officer Director	$0	$0	$0
KAY TYSON CALDWELL	TREASURER	3.00	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	$59,243	$46,416	$708,363	$12,827
2023	$27,680	$51,654	$665,257	$-23,974
2022	$-1,496	$56,309	$617,738	$-57,805
2021	$80,554	$96,219	$809,400	$-15,665
2020	$237,331	$340,971	$767,969	$-103,640
2019	$379,595	$156,813	$994,732	$222,782
2018	$134,873	$167,244	$653,929	$-32,371