FORT WORTH FOUNDATION (EIN 752391886) - 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

1991

Legal Domicile

Phone

8175282311

Tax Period

2017-07-01 to 2018-06-30

FORT WORTH FOUNDATION, founded in 1991, is a micro nonprofit that reported $46K in total revenue in fiscal year 2017. The organization ran a surplus of $26K, a strong 56% operating margin.

Mission

The mission of the Fort Worth Foundation is to build an endowment fund, the earnings of which will be used to support local 501(c)(3) organizations and individuals who work to improve the local community.

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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 (2017)

Revenue Breakdown

Contributions & Grants $38,269

Program Service Revenue $0

Investment Income $7,368

Other Revenue $0

TOTAL REVENUE $45,637

Expense Breakdown

Grants Paid $16,185

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $16,185

Other Expenses $3,737

TOTAL EXPENSES $19,922

Year-over-Year Comparison

	2017	2016	Change
Revenue	$45,637	N/A	N/A
Expenses	$19,922	N/A	N/A
Net Income	$25,715	N/A	N/A

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

N/A

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
Frank Neal	Trustee	1.00	Director	$0	$0	$0
Mike Peck	President	1.00	Officer Director	$0	$0	$0
Bill Boomer	Trustee	1.00	Director	$0	$0	$0
Joelle Mevi	Vice President	1.00	Officer Director	$0	$0	$0
Stuart Hill	Trustee	1.00	Director	$0	$0	$0
Brad Kling	Secretary	1.00	Director	$0	$0	$0
Bill Moulder	Treasurer	1.00	Officer 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
2018	$45,637	$19,922	$479,519	$25,715

FORT WORTH FOUNDATION