5 UNDER 40 FOUNDATION CORP (EIN 452595059) - 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

2011

Legal Domicile

Principal Officer

JENNIFER FINKELSTEIN

Phone

9173647171

Tax Period

2023-01-01 to 2023-12-31

5 UNDER 40 FOUNDATION CORP, founded in 2011, is a small nonprofit in the Diseases & Disorders sector that reported $272K in total revenue in fiscal year 2023. Revenue surged 64% from the prior year, signaling strong growth momentum. The organization ran a surplus of $52K, a strong 19% operating margin.

Mission

THE 5 UNDER 40 FOUNDATION DEDICATED TO PROVIDING FUNDED MEDICAL,WELLNESS,BEAUTY AND EDUCATIONAL SERVICES TO WOMEN UNDER THE AGE OF 40 WHO HAVE BEEN DIAGNOSED WITH BREAST CANCER OR HAVE A BRCA MUTATION. WE FOCUS ON A WOMAN'S WHOLE BEING IN ORDER TO EMPOWER,FOSTER HOPE AND IMPROVE THEQUALITY OF LIFE FOR WOMEN IN THE FACE OF THIS DISEASE.

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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 $271,985

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $271,985

Expense Breakdown

Grants Paid $760

Salaries & Benefits $53,825

Fundraising Expenses $0

Program Expenses $137,504

Other Expenses $165,432

TOTAL EXPENSES $220,017

Year-over-Year Comparison

	2023	2022	Change
Revenue	$271,985	$165,399	+0.6%
Expenses	$220,017	$278,332	-0.2%
Net Income	$51,968	$-112,933	-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

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

$46,154

Total Directors

$46,154

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER FINKELSTEIN	PRESIDENT	25.00	Officer Director	$46,154	$0	$46,154
LISA GREEN	VICE PRESIDENT	8.00	Officer Director	$0	$0	$0
MANDY GONZALEZ	BOARD MEMBER	8.00	Director	$0	$0	$0
QUINN LESLIE	BOARD MEMBER	8.00	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	$271,985	$220,017	$276,472	$51,968
2022	$165,399	$278,332	$234,465	$-112,933
2021	$376,962	$308,414	$341,912	$68,548
2020	$191,741	$286,594	$277,990	$-94,853
2019	$444,530	$360,289	$350,151	$84,241
2018	$91,510	$158,008	$267,691	$-66,498

5 UNDER 40 FOUNDATION CORP