Inclusion Zone (EIN 461931507) - 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

2022

Legal Domicile

Principal Officer

Mary E Dolan

Phone

2023681083

Tax Period

2024-01-01 to 2024-12-31

Inclusion Zone, founded in 2022, is a small nonprofit in the Human Services sector that reported $177K in total revenue in fiscal year 2024. Revenue fell 68% from the prior year — a significant decline worth monitoring. Expenses of $216K exceeded revenue, resulting in a 22% operating deficit.

Mission

To promote education about The FDR Memorial, improve inclusion and accessibility, so all visitors can experience The Memorial, and preserve the memorial for future generations.

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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 $177,412

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $177,412

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $34,804

Program Expenses $144,988

Other Expenses $215,699

TOTAL EXPENSES $215,699

Year-over-Year Comparison

	2024	2023	Change
Revenue	$177,412	$548,498	-0.7%
Expenses	$215,699	$446,941	-0.5%
Net Income	$-38,287	$101,557	-1.4%

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

$92,494

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mary E Dolan	Executive Director	40.00	Officer	$92,494	$0	$92,494
Arlene King-Berry	Director	1.00	Director	$0	$0	$0
Christopher Bell	Director	1.00	Director	$0	$0	$0
Mary Kay Turner	Director	1.00	Director	$0	$0	$0
Carlos Avila	Secretary	1.00	Officer Director	$0	$0	$0
Jane Deland	Vice Chair	5.00	Officer Director	$0	$0	$0
Helena Berger	Chair	10.00	Officer Director	$0	$0	$0
Eli Yussef	Treasurer	1.00	Officer 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	$177,412	$215,699	$172,583	$-38,287
2023	$548,498	$446,941	$216,261	$101,557
2022	$445,775	$359,722	$339,255	$86,053

Inclusion Zone