PLAN4SUCCESS (EIN 475527537) - 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

NICOLE BROOKENS

Phone

7087904247

Tax Period

2025-01-01 to 2025-12-31

PLAN4SUCCESS, founded in 2015, is a micro nonprofit in the Education sector that reported $26K in total revenue in fiscal year 2025. Revenue fell 59% from the prior year — a significant decline worth monitoring. Expenses of $36K exceeded revenue, resulting in a 37% operating deficit.

Mission

ESTABLISH SCHOLARSHIP PROGRAMS AND PROVIDE EDUCATIONAL, SOCIAL AND CULTURAL EXPERIENCES.

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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 (2025)

Revenue Breakdown

Contributions & Grants $26,437

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $26,437

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $36,260

Other Expenses $36,260

TOTAL EXPENSES $36,260

Year-over-Year Comparison

	2025	2024	Change
Revenue	$26,437	$65,268	-0.6%
Expenses	$36,260	$58,779	-0.4%
Net Income	$-9,823	$6,489	-2.5%

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
NICOLE BROOKENS	PRESIDENT	1.00	Officer	$0	$0	$0
JANIE DAVIS	VICE PRESIDENT	1.00	Officer	$0	$0	$0
DOMINIQUE DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
LYNEA FENDERSON	TREASURER/DIRECTOR	1.00	Director	$0	$0	$0
NATALIE WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
SHAWANA RIVERA	DIRECTOR	1.00	Director	$0	$0	$0
KATORI COLEMAN	DIRECTOR	1.00	Director	$0	$0	$0
KEA RIVERA	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
2025	$26,437	$36,260	$2,647	$-9,823
2024	$65,268	$58,779	$6,489	$6,489
2023	$58,473	$52,640	No data	$5,833
2022	$34,215	$31,129	No data	$3,086
2021	$37,815	$34,677	No data	$3,138
2020	$17,401	$20,235	No data	$-2,834

PLAN4SUCCESS