FRANKLIN COVEY CARE FUND (EIN 204283790) - 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

Jill Peterson

Phone

8018177125

Tax Period

2025-01-01 to 2025-12-31

FRANKLIN COVEY CARE FUND, founded in 2006, is a micro nonprofit in the Human Services sector that reported $69K in total revenue in fiscal year 2025. The organization ran a surplus of $25K, a strong 36% operating margin.

Mission

To Provide Short-Term Finanical assistance to Franklin Covey Employees who for reasons outside of their control are faced with an emergency financial crisis.

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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 (2025)

Revenue Breakdown

Contributions & Grants $51,755

Program Service Revenue $0

Investment Income $17,343

Other Revenue $0

TOTAL REVENUE $69,098

Expense Breakdown

Grants Paid $43,607

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $43,897

Other Expenses $290

TOTAL EXPENSES $43,897

Year-over-Year Comparison

	2025	2024	Change
Revenue	$69,098	$68,434	+0.0%
Expenses	$43,897	$19,087	+1.3%
Net Income	$25,201	$49,347	-0.5%

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
Jill Petersen	Managing Trustee	2.00	Officer Director	$0	$0	$0
Bendi Linnell	Treasurer	5.00	Officer Director	$0	$0	$0
Cindy Longman	Assistant Treasurer	2.00	Officer Director	$0	$0	$0
Josh Jefferson	Trustee	2.00	Director	$0	$0	$0
Zac Cheney	Trustee	2.00	Director	$0	$0	$0
Blaine Carter	Trustee	2.00	Director	$0	$0	$0
Kamee Boggess	Trustee	2.00	Director	$0	$0	$0
Mariah Field	Trustee	2.00	Director	$0	$0	$0
Jolysa Sedgwick	Trustee	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
2025	$69,098	$43,897	$612,576	$25,201
2024	$68,434	$19,087	$587,375	$49,347
2023	$60,424	$9,157	$538,028	$51,267

FRANKLIN COVEY CARE FUND