FINANCIAL SERVICES INNOVATION COAL… - Form 990 Financial Data

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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

2012

Legal Domicile

Principal Officer

BRADY BUCKNER

Phone

4356736195

Tax Period

2023-01-01 to 2023-12-31

FINANCIAL SERVICES INNOVATION COALITION FSIC, founded in 2012, is a micro nonprofit in the Human Services sector that reported $44K in total revenue in fiscal year 2023. Revenue fell 65% from the prior year — a significant decline worth monitoring. Expenses of $39K left a modest 12% surplus.

Mission

DESIGNING POLICY TO HELP ALL COMMUNITIES PARTICIPATE IN THE MODERN ECONOMY THROUGH RESEARCH, PROGRAMMING, AND ADVOCACY.

Program Service Accomplishments

Program 1

Expenses: $38,103

DESIGNING POLICY TO HELP ALL COMMUNITIES PARTICIPATE IN THE MODERN ECONOMY THROUGH RESEARCH, PROGRAMMING, AND ADVOCACY.

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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 $44,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $44,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $38,561

Other Expenses $38,561

TOTAL EXPENSES $38,561

Year-over-Year Comparison

	2023	2022	Change
Revenue	$44,000	$127,000	-0.7%
Expenses	$38,561	$77,039	-0.5%
Net Income	$5,439	$49,961	-0.9%

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
BRADY BUCKNER	PRESIDENT	8.00	Officer	$0	$0	$0
KEVIN KIMBLE	VICE PRESIDE	5.00	Officer	$0	$0	$0
STEVE LENKART	BOARD MEMBER	N/A	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	No data	No data	No data	No data
2023	$44,000	$38,561	$74,237	$5,439
2022	$127,000	$77,039	$68,798	$49,961

FINANCIAL SERVICES INNOVATION COALITION FSIC