FRANCES AND SAM FIELDING FOUNDATION (EIN 316650835) - 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

1995

Legal Domicile

Principal Officer

TRUIST BANK

Phone

4072371772

Tax Period

2024-10-01 to 2025-09-30

FRANCES AND SAM FIELDING FOUNDATION, founded in 1995, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $153K in total revenue in fiscal year 2024. Revenue surged 197% from the prior year, signaling strong growth momentum. Expenses of $137K left a modest 11% surplus.

Mission

DISTRIBUTE ALL OF THE INCOME OF THE FOUNDATION EQUALLY TO THE FOLLOWING 501(C)(3) ORGANIZATIONS: THE CHILDREN'S HOME, INC AND THE SHRINERS HOSPITAL FOR CRIPPLED CHILDREN, ALL OF TAMPA FL

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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 $0

Program Service Revenue $0

Investment Income $153,358

Other Revenue $0

TOTAL REVENUE $153,358

Expense Breakdown

Grants Paid $117,705

Salaries & Benefits $17,630

Fundraising Expenses $0

Program Expenses $126,520

Other Expenses $1,881

TOTAL EXPENSES $137,216

Year-over-Year Comparison

	2024	2023	Change
Revenue	$153,358	$51,676	+2.0%
Expenses	$137,216	$141,671	0.0%
Net Income	$16,142	$-89,995	-1.2%

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

N/A

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
TRUIST BANK	TRUSTEE	1.0		$17,630	$0	$17,630

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	$153,358	$137,216	$2,033,528	$16,142
2024	$51,676	$141,671	$2,017,663	$-89,995
2023	$103,696	$157,308	$2,105,564	$-53,612
2022	$151,732	$171,542	$2,161,285	$-19,810
2021	$263,053	$163,207	$2,180,144	$99,846
2020	$294,190	$157,870	$2,080,243	$136,320

FRANCES AND SAM FIELDING FOUNDATION