Employee First Fund (EIN 463353666) - 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

2013

Legal Domicile

Principal Officer

JOHN MARAZIO

Phone

9725384578

Tax Period

2020-01-01 to 2020-12-31

Employee First Fund, founded in 2013, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $309K in total revenue in fiscal year 2020. Revenue surged 296% from the prior year, signaling strong growth momentum. The organization ran a surplus of $240K, a strong 77% operating margin.

Mission

TO PROVIDE EMERGENCY RELIEF TO THE EMPLOYEES OF THE CONTAINER STORE, INC. AND THEIR FAMILIES.

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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 (2020)

Revenue Breakdown

Contributions & Grants $309,229

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $309,229

Expense Breakdown

Grants Paid $54,874

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $54,874

Other Expenses $14,832

TOTAL EXPENSES $69,706

Year-over-Year Comparison

	2020	2019	Change
Revenue	$309,229	$78,037	+3.0%
Expenses	$69,706	$107,485	-0.4%
Net Income	$239,523	$-29,448	-9.1%

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

N/A

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

$1,301,698

Total Directors

$1,301,698

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHRYN JOAN MANSON	PRESIDENT END: 12/2020	1.0	Officer Director	$0	$14,131	$481,955
JEFF MILLER	TREASURER END: 12/2020	1.0	Officer Director	$0	$22,130	$375,205
KRISTIN SCHWERTNER	VICE CHAIR/ TREASURER	1.0	Officer Director	$0	$838	$208,514
STEPHANIE LIND	SECRETARY	20.0	Officer Director	$0	$21,201	$139,511
KELLEY SCHADT	SECRETARY END: 06/2020	20.0	Officer Director	$0	$10,948	$48,288
JOHN MARAZIO	CHAIR/PRESIDENT start: 11/2020	1.0	Officer Director	$0	$1,290	$48,225

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
2020	$309,229	$69,706	$330,994	$239,523

Employee First Fund