PERFECT 33 FOUNDATION (EIN 475390968) - 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

DAVID WELLS

Phone

8584377710

Tax Period

2020-07-01 to 2021-06-30

PERFECT 33 FOUNDATION, founded in 2015, is a small nonprofit that reported $361K in total revenue in fiscal year 2020. Revenue surged 67% from the prior year, signaling strong growth momentum. Expenses of $436K exceeded revenue, resulting in a 21% operating deficit.

Mission

TO RAISE FUNDS FOR CHARITABLE GIVING THAT SUPPORTS ATHLETICS, EDUCATION AND THE MILITARY AND THEIR FAMILES

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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 $599,395

Program Service Revenue $0

Investment Income $0

Other Revenue $-238,405

TOTAL REVENUE $360,990

Expense Breakdown

Grants Paid $375,199

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $375,571

Other Expenses $61,276

TOTAL EXPENSES $436,475

Year-over-Year Comparison

	2020	2019	Change
Revenue	$360,990	$215,792	+0.7%
Expenses	$436,475	$153,529	+1.8%
Net Income	$-75,485	$62,263	-2.2%

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
DAVID WELLS	PRESIDENT	2.00	Director	$0	$0	$0
NINA WELLS	TREASURER	2.00	Director	$0	$0	$0
LAURA JONES	BOARD MEMBER	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
2021	$360,990	$436,475	$232,320	$-75,485
2020	$215,792	$153,529	$263,201	$62,263
2019	$251,882	$399,019	$200,938	$-147,137

PERFECT 33 FOUNDATION