FUNDING 4 EXCELLENCE (EIN 474232067) - 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

2015

Legal Domicile

Principal Officer

DELIA MCGLOCKLIN

Tax Period

2018-01-01 to 2018-12-31

FUNDING 4 EXCELLENCE, founded in 2015, is a micro nonprofit that reported $95K in total revenue in fiscal year 2018. Revenue fell 65% from the prior year — a significant decline worth monitoring. Expenses of $114K exceeded revenue, resulting in a 20% operating deficit.

Mission

OUR PRIMARY GOAL IS TO RAISE SCHOLARSHIP MONEY TO ASSIT CHILDREN IN BEING ABLE TO PARTICPATE IN ACTIVITIES THAT PROMOTE WELL-BEING!

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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 $95,233

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $95,233

Expense Breakdown

Grants Paid $104,527

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $111,811

Other Expenses $9,852

TOTAL EXPENSES $114,379

Year-over-Year Comparison

	2018	2017	Change
Revenue	$95,233	$268,738	-0.6%
Expenses	$114,379	$260,619	-0.6%
Net Income	$-19,146	$8,119	-3.4%

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

200

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
MICHAEL S MCGLOCKLIN	BOARD MEMBER	5.00	Director	$0	$0	$0
JOHN SHEILDS	BOARD MEMBER	5.00	Director	$0	$0	$0
WADE BRANT	BOARD MEMBER	5.00	Director	$0	$0	$0
JOE BAILEY	BOARD MEMBER	10.00	Director	$0	$0	$0
HEATHER GRIFFIN	BOARD MEMBER	10.00	Director	$0	$0	$0
DELIA MCGLOCKLIN	PRESIDENT	10.00	Officer	$0	$0	$0
SHARON M GAMBLE	VICE PRESIDENT	30.00	Officer	$0	$0	$0
MARIA S BAILEY	SECRETARY	10.00	Officer	$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	$95,233	$114,379	$18,551	$-19,146

FUNDING 4 EXCELLENCE