CHOICE FOUNDATION A NON-PROFIT CORPORATION (EIN 202024597) - 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

2004

Legal Domicile

Principal Officer

James Fulton

Phone

5049157795

Tax Period

2020-07-01 to 2021-06-30

CHOICE FOUNDATION A NON-PROFIT CORPORATION, founded in 2004, is a micro nonprofit in the Education sector that reported $12K in total revenue in fiscal year 2020. Revenue fell 100% from the prior year — a significant decline worth monitoring. Expenses of $249K exceeded revenue, resulting in a 1918% operating deficit.

Mission

Support public education initiatives that serve all children holistically.

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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 (2020)

Revenue Breakdown

Contributions & Grants $12,321

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $12,321

Expense Breakdown

Grants Paid $10,000

Salaries & Benefits $89,575

Fundraising Expenses $0

Program Expenses $20,091

Other Expenses $149,030

TOTAL EXPENSES $248,605

Year-over-Year Comparison

	2020	2019	Change
Revenue	$12,321	$19,031,662	-1.0%
Expenses	$248,605	$20,701,912	-1.0%
Net Income	$-236,284	$-1,670,250	-0.9%

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

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

$50,000

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
James Fulton	Executive Director	40	Key Emp Highest	$50,000	$0	$50,000
JAMES SWANSON	General Member	5	Director	$0	$0	$0
HANS JONASSEN	General Board Member	5	Director	$0	$0	$0
ANTHONY CARTER	Boar Chair	5	Director	$0	$0	$0
WENDY LODRIG	Vice Chair	5	Director	$0	$0	$0
KATE WERNER	General Member	5	Director	$0	$0	$0
GREG BROWNE	TREASURER	5	Director	$0	$0	$0
ROBERT WORLEY	General Member	5	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
2021	$12,321	$248,605	$2,279,912	$-236,284
2020	$19,031,662	$20,701,912	$2,966,485	$-1,670,250
2019	$21,026,361	$20,367,829	$2,942,598	$658,532
2018	$17,244,918	$18,506,881	$2,841,394	$-1,261,963

CHOICE FOUNDATION A NON-PROFIT CORPORATION