FORTUNE FUND LTD (EIN 273366771) - 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

2010

Legal Domicile

Principal Officer

DAY VEERLAPATI

Phone

6365309286

Tax Period

2023-01-01 to 2023-12-31

FORTUNE FUND LTD, founded in 2010, is a small nonprofit in the International Affairs sector that reported $104K in total revenue in fiscal year 2023. The organization ran a surplus of $39K, a strong 38% operating margin.

Mission

TO UPLIFT THE LESS FORTUNATE BY PROVIDING EDUCATIONAL RESOURCES VIA VOLUNTARY DONATIONS MATCHED BY S2TECH

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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 (2023)

Revenue Breakdown

Contributions & Grants $104,352

Program Service Revenue $0

Investment Income $83

Other Revenue $0

TOTAL REVENUE $104,435

Expense Breakdown

Grants Paid $52,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $65,140

Other Expenses $13,140

TOTAL EXPENSES $65,140

Year-over-Year Comparison

	2023	2022	Change
Revenue	$104,435	$-41,945	-3.5%
Expenses	$65,140	$37,701	+0.7%
Net Income	$39,295	$-79,646	-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

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
DAYAKAR VEERLAPATI	PRESIDENT & CEO	1.00	Officer Director	$0	$0	$0
SHANTA VEERLAPATI	OFFICER	1.00	Officer Director	$0	$0	$0
BRENDA YOCKEY	OFFICER	1.00	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	No data	No data	No data	No data
2023	$104,435	$65,140	$620,207	$39,295
2022	$-41,945	$37,701	$352,933	$-79,646
2021	$38,943	$18,188	$1,081,926	$20,755
2020	$915,542	$10,150	$1,061,171	$905,392

FORTUNE FUND LTD