THE FREEDOM & VIRTUE INSTITUTE INC (EIN 202927564) - 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

Principal Officer

SHANE HERNANDEZ

Tax Period

2024-01-01 to 2024-12-31

THE FREEDOM & VIRTUE INSTITUTE INC is a small nonprofit in the Human Services sector that reported $451K in total revenue in fiscal year 2024. The organization ran a surplus of $177K, a strong 39% operating margin.

Mission

THE INSTITUTE'S PRIMARY EXEMPT PURPOSE IS CONDUCTING EDUCATIONAL TRAINING FOR CHURCHES, NON-PROFITS, BUSINESSES AND SERVICE PROJECTS WITH CHILDREN IN THE AREA OF EFFECTIVE COMPASSION AND PERSONAL RESPONSIBILITY.

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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 $442,688

Program Service Revenue $0

Investment Income $8,387

Other Revenue $0

TOTAL REVENUE $451,075

Expense Breakdown

Grants Paid $0

Salaries & Benefits $192,195

Fundraising Expenses $0

Other Expenses $81,508

TOTAL EXPENSES $273,703

Year-over-Year Comparison

	2024	2023	Change
Revenue	$451,075	$439,564	+0.0%
Expenses	$273,703	$282,641	0.0%
Net Income	$177,372	$156,923	+0.1%

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

N/A

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
JAHA CUMMINS	DIRECTOR	N/A	Director	$0	$0	$0
LISA CURRY	TREASURER	N/A	Director	$0	$0	$0
TAYLOR DAVIS	DIRECTOR	N/A	Director	$0	$0	$0
NEFTALI J FELICIANO	VICE CHAIRMA	N/A	Officer Director	$0	$0	$0
REV DR LEANDER HARDING	DIRECTOR	N/A	Director	$0	$0	$0
SHANE HERNANDEZ	DIRECTOR	N/A	Director	$0	$0	$0
NANCY MCGOVERN	DIRECTOR	N/A	Director	$0	$0	$0
DR SCOTT NYGAARD	DIRECTOR	N/A	Director	$0	$0	$0
MERCEDES PRICE	SECRETARY	N/A	Director	$0	$0	$0
SAMUEL RODRIGUEZ	CHAIRMAN	N/A	Director	$0	$0	$0
JIM SUROSKI	DIRECTOR	N/A	Director	$0	$0	$0
DR IVAN TERRERO	DIRECTOR	N/A	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	$451,075	$273,703	$252,764	$177,372
2023	$439,564	$282,641	$491,637	$156,923
2022	$334,680	$290,099	$341,925	$44,581
2021	$375,502	$239,139	$294,133	$136,363
2020	$407,252	$252,248	$158,470	$155,004
2019	$260,128	$284,928	$34,403	$-24,800
2018	$247,898	$253,460	$19,000	$-5,562

THE FREEDOM & VIRTUE INSTITUTE INC