Financial and Estate Literacy Inc

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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

Trevor Murphy

Phone

9494631507

Tax Period

2025-01-01 to 2025-12-31

Financial and Estate Literacy Inc, founded in 2012, is a small nonprofit in the Human Services sector that reported $395K in total revenue in fiscal year 2025. Revenue surged 392% from the prior year, signaling strong growth momentum. The organization ran a surplus of $239K, a strong 61% operating margin.

Mission

To provide educational programming in financial planning, estate planning, and charitable giving

Program Service Accomplishments

Program 1

Expenses: $93,721

Provided educational programming in financial planning, estate planning, and charitable giving for 600 attendees at 11 locations including twice weekly online webinars

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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 (2025)

Revenue Breakdown

Contributions & Grants $366,396

Program Service Revenue $0

Investment Income $0

Other Revenue $28,950

TOTAL REVENUE $395,346

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $93,721

Other Expenses $156,124

TOTAL EXPENSES $156,124

Year-over-Year Comparison

	2025	2024	Change
Revenue	$395,346	$80,375	+3.9%
Expenses	$156,124	$56,084	+1.8%
Net Income	$239,222	$24,291	+8.8%

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
Peter Kote	Chairman	15.00	Director	$0	$0	$0
Laura Tarbox	Director	0.00	Director	$0	$0	$0
Mark Rylance	Director	0.00	Director	$0	$0	$0
Carl Wayne	Director	0.00	Director	$0	$0	$0
Laura Dubchansky	Director	0.00	Director	$0	$0	$0
Leslie Daff	Director	0.00	Director	$0	$0	$0
Trevor Murphy	President	20.00	Officer	$0	$0	$0
Donald Vivrette	Secretary	0.00	Officer	$0	$0	$0
Richard Huntington	Treasurer	0.00	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
2025	$395,346	$156,124	$323,530	$239,222