Financial Planning Ministry (EIN 330081173) - 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

1990

Legal Domicile

Phone

8008714901

Tax Period

2023-01-01 to 2023-12-31

Financial Planning Ministry, founded in 1990, is a community nonprofit in the Mental Health sector that reported $4.1M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $3.7M left a modest 9% surplus.

Mission

To promote Christian stewardship and estate planning.

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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 $690,679

Program Service Revenue $3,392,500

Investment Income $9,702

Other Revenue $0

TOTAL REVENUE $4,092,881

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,209,303

Fundraising Expenses $0

Program Expenses $2,820,430

Other Expenses $1,516,293

TOTAL EXPENSES $3,725,596

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,092,881	$3,620,471	+0.1%
Expenses	$3,725,596	$3,260,400	+0.1%
Net Income	$367,285	$360,071	+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

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

$967,292

Total Directors

$73,421

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	Chairman	1.0	Officer Director	$0	$0	$0
N/A	Director/FPM Consultant (part year)	15.0	Director	$44,732	$0	$44,732
N/A	Director/FPM Consultant (part year)	10.0	Director	$28,689	$0	$28,689
N/A	Director	1.0	Director	$0	$0	$0
N/A	Director	1.0	Director	$0	$0	$0
N/A	Exec VP / Secretary	40.0	Officer	$179,689	$116,980	$296,669
N/A	CFO/COO/Treasurer	40.0	Officer	$268,858	$62,146	$331,004
N/A	President	40.0	Officer	$176,370	$163,249	$339,619

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	$4,092,881	$3,725,596	$2,050,334	$367,285
2022	$3,620,471	$3,260,400	$1,684,447	$360,071
2021	$3,032,774	$2,853,289	$1,106,384	$179,485
2020	$2,524,682	$2,237,684	$939,419	$286,998
2019	$2,356,760	$2,204,404	$530,256	$152,356
2018	$2,136,036	$2,164,030	$362,515	$-27,994

Financial Planning Ministry