FIRST AMENDMENT PARTNERSHIP (EIN 471380784) - 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

Principal Officer

TIMOTHY SCHULTZ

Phone

2026821201

Tax Period

2023-07-01 to 2024-06-30

FIRST AMENDMENT PARTNERSHIP, founded in 2014, is a community nonprofit in the Religion sector that reported $2.2M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $2.1M left a modest 4% surplus.

Mission

TO PROMOTE AND PROTECT RELIGIOUS FREEDOM FOR PEOPLE OF ALL FAITHS.

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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 $2,173,380

Program Service Revenue $0

Investment Income $1

Other Revenue $0

TOTAL REVENUE $2,173,381

Expense Breakdown

Grants Paid $91,800

Salaries & Benefits $1,303,778

Fundraising Expenses $15,702

Program Expenses $1,945,551

Other Expenses $688,741

TOTAL EXPENSES $2,084,319

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,173,381	$1,963,703	+0.1%
Expenses	$2,084,319	$2,125,146	0.0%
Net Income	$89,062	$-161,443	-1.6%

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

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

$534,513

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REV GEORGE P WOOD	CHAIRMAN	0.50	Officer Director	$0	$0	$0
RALPH W HARDY JR ESQ	DIRECTOR	0.50	Director	$0	$0	$0
VINCENT VENTIMIGLIA ESQ	DIRECTOR	0.50	Director	$0	$0	$0
REV DR JO ANNE LYON	DIRECTOR	0.50	Director	$0	$0	$0
DR SHIRLEY A MULLEN	DIRECTOR	0.50	Director	$0	$0	$0
TIMOTHY B SCHULTZ ESQ	PRESIDENT	40.00	Officer	$228,000	$43,169	$271,169
KERRY TROUP	DIR. OF COMMUNICATIONS	40.00	Officer	$212,896	$50,448	$263,344
LANCE KINZER ESQ DIRECTOR OF	POLICY AND GOVT RELATIONS	40.00	Highest	$174,372	$6,346	$180,718
DESAIR E SHAW	WEB CONTENT EDITOR	40.00	Highest	$121,575	$33,010	$154,585

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	No data	No data	No data	No data
2024	$2,173,381	$2,084,319	$2,000,111	$89,062
2023	$1,963,703	$2,125,146	$2,285,445	$-161,443
2022	$2,828,423	$2,153,669	$2,170,868	$674,754
2021	$2,166,949	$1,765,890	$1,665,564	$401,059
2020	$2,597,390	$1,651,516	$1,270,564	$945,874
2019	$1,555,558	$1,565,254	$185,945	$-9,696
2018	$937,300	$1,326,292	$126,986	$-388,992

FIRST AMENDMENT PARTNERSHIP