THE PATRIOT FOUNDATION TRUST (EIN 026180017) - 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

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 MISSION OF THE TRUST IS TO BE AN ADVOCATE FOR ESSENTIAL LIBERTY, THE RESTORATION OF CONSTITUTIONAL LIMITS ON GOVERNMENT AND THE JUDICIARY, AND TO PROMOTE FREE ENTERPRISE, NATIONAL DEFENSE AND TRADITIONAL AMERICAN VALUES. OUR OBJECTIVE IS TO RESTORE THE PRINCIPLES OF LIBERTY AS ESPOUSED BY OUR FOUNDERS, AS ORIGINALLY SET FORTH IN OUR DECLARATION OF INDEPENDENCE AND THE UNITED STATES CONSTITUTION.

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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 $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

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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
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

THE PATRIOT FOUNDATION TRUST