The Steve Francis Foundation (EIN 320489487) - 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

2016

Legal Domicile

Principal Officer

Carrie Potter

Phone

7139828500

Tax Period

2024-01-01 to 2024-12-31

The Steve Francis Foundation, founded in 2016, is a micro nonprofit in the Education sector that reported $36 in total revenue in fiscal year 2024. Expenses of $9K exceeded revenue, resulting in a 24872% operating deficit.

Mission

The organization provides scholarships to at-risk youth, community activities for at-risk youth and holiday meals for low income families.

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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 $36

Other Revenue $0

TOTAL REVENUE $36

Expense Breakdown

Grants Paid $7,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $7,500

Other Expenses $1,490

TOTAL EXPENSES $8,990

Year-over-Year Comparison

	2024	2023	Change
Revenue	$36	$36	N/A
Expenses	$8,990	$8,750	+0.0%
Net Income	$-8,954	$-8,714	+0.0%

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
Steve Francis	President	10.00	Director	$0	$0	$0
Carrie Potter	Vice President	25.00	Officer	$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	$36	$8,990	$37,660	$-8,954
2023	$36	$8,750	$46,614	$-8,714
2022	$10,009	$10,050	$50,328	$-41
2021	$1	$20,547	$50,369	$-20,546
2020	$10	$20,045	$70,915	$-20,035
2019	$49	$15,681	$90,957	$-15,632
2018	$19	$32,421	$106,581	$-32,402

The Steve Francis Foundation