F I R S T (EIN 562278402) - 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

2001

Legal Domicile

Principal Officer

Janet Price-Ferrell

Phone

8282771315

Tax Period

2023-10-01 to 2024-09-30

F I R S T, founded in 2001, is a community nonprofit in the Human Services sector that reported $3.0M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion.

Mission

FIRSTwnc provides persons with disabilities and their families with programs and advocacy to support and foster healthy, inclusive and self-determined lives.

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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 $511,655

Program Service Revenue $2,504,366

Investment Income $5,524

Other Revenue $348

TOTAL REVENUE $3,021,893

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,370,974

Fundraising Expenses $26,432

Program Expenses $2,727,920

Other Expenses $629,474

TOTAL EXPENSES $3,000,448

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,021,893	$2,794,279	+0.1%
Expenses	$3,000,448	$2,853,059	+0.1%
Net Income	$21,445	$-58,780	-1.4%

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

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

$64,959

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Janet Price-Ferrell	Executive Director	40.00	Officer	$64,959	$0	$64,959
Fred Lashley	Chair	1.00	Officer Director	$0	$0	$0
Vickie Leachman	Treasurer	1.00	Officer Director	$0	$0	$0
Mary E Ford EdD	Board Member	1.00	Director	$0	$0	$0
Kelly Lytle	Board Member	1.00	Director	$0	$0	$0
Angela Roberts	Board Member	1.00	Director	$0	$0	$0
Tammie Bauman	Board Member	1.00	Director	$0	$0	$0
Tom Brackett	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
2025	No data	No data	No data	No data
2024	$3,021,893	$3,000,448	$1,394,488	$21,445
2023	$2,794,279	$2,853,059	$1,477,294	$-58,780
2022	$2,351,252	$2,108,254	$804,206	$242,998
2021	$2,382,201	$2,066,822	$543,901	$315,379
2020	$1,951,308	$1,767,378	$245,417	$183,930
2019	$1,447,316	$1,485,604	$61,487	$-38,288
2018	$1,008,226	$1,029,386	$53,274	$-21,160

F I R S T