Fulcrum Initiative Inc (EIN 471152985) - 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

2014

Legal Domicile

Phone

3104527992

Tax Period

2018-01-01 to 2018-12-31

Fulcrum Initiative Inc, founded in 2014, is a small nonprofit in the Public & Societal Benefit sector that reported $214K in total revenue in fiscal year 2018. Revenue surged 51% from the prior year, signaling strong growth momentum. Expenses of $203K left a modest 5% surplus.

Mission

To provide youth and adult leadership courses designed to teach team building, effective communication, improved self-esteem, collaboration, group cohesion and physical fitness.

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $214,491

Investment Income $0

Other Revenue $0

TOTAL REVENUE $214,491

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $197,185

Other Expenses $203,012

TOTAL EXPENSES $203,012

Year-over-Year Comparison

	2018	2017	Change
Revenue	$214,491	$142,015	+0.5%
Expenses	$203,012	$158,607	+0.3%
Net Income	$11,479	$-16,592	-1.7%

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
Leslie Bourne	President	4.00	Officer Director	$0	$0	$0
Ann Marie Martin	Secretary	5.00	Officer Director	$0	$0	$0
Ann Marie Martin	Treasurer	5.00	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
2018	$214,491	$203,012	$17,479	$11,479

Fulcrum Initiative Inc