FILL YOUR BUCKET LIST FOUNDATION

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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

Principal Officer

PEGGY GIBSON CARROLL

Phone

9194132992

Tax Period

2023-01-01 to 2023-12-31

FILL YOUR BUCKET LIST FOUNDATION, founded in 2014, is a micro nonprofit that reported $6K in total revenue in fiscal year 2023. Expenses of $199K exceeded revenue, resulting in a 3150% operating deficit.

Mission

GRANTING ADULTS WITH CANCER THE FINANCIAL SUPPORT TO CREATE LASTING MEMORIES WITH THE PEOPLE THEY LOVE.

Program Service Accomplishments

Program 1

Expenses: $195,207

IN 2022, WISH ACTIVITIES AND EVENTS BENEFITTING ADULT CANCER PATIENTS WERE CURTAILED BECAUSE OF HEALTH RISKS AND TRAVEL LIMITATIONS DUE TO THE COVID- 19 PANDEMIC. WORK CONTINUED TO NURTURE...

IN 2022, WISH ACTIVITIES AND EVENTS BENEFITTING ADULT CANCER PATIENTS WERE CURTAILED BECAUSE OF HEALTH RISKS AND TRAVEL LIMITATIONS DUE TO THE COVID- 19 PANDEMIC. WORK CONTINUED TO NURTURE RELATIONSHIPS IN THE ONCOLOGY ARENA. IN 2022, FILL YOUR BUCKET LIST FOUNDATION WAS AN ALL VOLUNTEER ORGANIZATION.

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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 $6,129

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $6,129

Expense Breakdown

Grants Paid $195,207

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $195,207

Other Expenses $3,964

TOTAL EXPENSES $199,171

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,129	$-23,011	-1.3%
Expenses	$199,171	$12,759	+14.6%
Net Income	$-193,042	$-35,770	+4.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PEGGY GIBSON CARROLL	FOUNDER & VI	1.00	Officer Director	$0	$0	$0
KELSIE JOHNSON	CHAIR	1.00	Officer Director	$0	$0	$0
STEWART PATCH	TREASURER	1.00	Officer Director	$0	$0	$0
CHRIS BENNETT	DIRECTOR	1.00	Director	$0	$0	$0
MARTHA DEITER	DIRECTOR	1.00	Director	$0	$0	$0
JILL FORREST	DIRECTOR	1.00	Director	$0	$0	$0
MEGAN GARDNER	DIRECTOR	1.00	Director	$0	$0	$0
LISA GRIMES	DIRECTOR	1.00	Director	$0	$0	$0
CHOOTS HUMPHRIES	DIRECTOR	1.00	Director	$0	$0	$0
MARY JONES	DIRECTOR	1.00	Director	$0	$0	$0
ANN STEAGALL	DIRECTOR	1.00	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
2023	$6,129	$199,171	No data	$-193,042
2022	$-23,011	$12,759	$193,042	$-35,770
2021	$15,391	$97,721	$228,812	$-82,330
2020	$161,518	$162,765	$293,658	$-1,247
2019	$362,072	$263,248	$260,422	$98,824
2018	$318,126	$276,870	$146,652	$41,256