THE FIRST TWENTY (EIN 262865399) - 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

2008

Legal Domicile

Principal Officer

DAVID WURTZEL

Tax Period

2021-01-01 to 2021-12-31

THE FIRST TWENTY, founded in 2008, is a small nonprofit in the Diseases & Disorders sector that reported $230K in total revenue in fiscal year 2021. The organization ran a surplus of $79K, a strong 34% operating margin.

Mission

To provide psychological and physiological wellness programs to first responders.

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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 (2021)

Revenue Breakdown

Contributions & Grants $4,671

Program Service Revenue $225,458

Investment Income $0

Other Revenue $0

TOTAL REVENUE $230,129

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $3,090

Program Expenses $142,671

Other Expenses $151,628

TOTAL EXPENSES $151,628

Year-over-Year Comparison

	2021	2020	Change
Revenue	$230,129	N/A	N/A
Expenses	$151,628	N/A	N/A
Net Income	$78,501	N/A	N/A

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
MAUREEN STOECKLEIN	DIRECTOR	5.00	Director	$0	$0	$0
JAKE RHOADES	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
ANDREW WOOLLEY	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
SARA JAHNKE	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
JOHN CONNORS	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
DAVID WURTZEL	EXECUTIVE DIRECTOR	40.00	Officer Director	$0	$0	$0
KENNETH HELGERSON	PRESIDENT	5.00	Officer Director	$0	$0	$0
ROBERT ALBERINO	VICE PRESIDENT	5.00	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
2021	$230,129	$151,628	$1,309	$78,501
2018	$107,300	$192,138	$26,500	$-84,838

THE FIRST TWENTY