FITMONEY INC (EIN 811238297) - 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

2014

Legal Domicile

Principal Officer

CYNTHIA FISHER

Phone

6175641005

Tax Period

2024-07-01 to 2025-06-30

FITMONEY INC, founded in 2014, is a small nonprofit that reported $933K in total revenue in fiscal year 2024. Revenue surged 43% from the prior year, signaling strong growth momentum. The organization ran a surplus of $226K, a strong 24% operating margin.

Mission

FITMONEY IS A NONPROFIT ORGANIZATION THAT PROVIDES FREE, UNBIASED FINANCIAL LITERACY EDUCATION TO K-12 STUDENTS THROUGH SCHOOL-BASED PROGRAMS, DIGITAL CURRICULUM AND INTERACTIVE LEARNING TOOLS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $903,010

Program Service Revenue $19,600

Investment Income $9,896

Other Revenue $0

TOTAL REVENUE $932,506

Expense Breakdown

Grants Paid $0

Salaries & Benefits $321,130

Fundraising Expenses $183,357

Program Expenses $439,485

Other Expenses $273,151

TOTAL EXPENSES $706,931

Year-over-Year Comparison

	2024	2023	Change
Revenue	$932,506	$650,210	+0.4%
Expenses	$706,931	$594,016	+0.2%
Net Income	$225,575	$56,194	+3.0%

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

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

$74,063

Total Directors

$74,063

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RANDY HOUK	FORMER EXECUTIVE DIRECTOR	40.00		$134,550	$0	$134,550
STEPHANIE MADDEN	DEPUTY DIRECTOR	40.00	Officer Director	$74,063	$0	$74,063
LISA K MATTHEWS	Treasurer	1.00	Officer Director	$0	$0	$0
CYNTHIA FISHER	FOUNDER	1.00	Officer Director	$0	$0	$0
MATT CONROY	Director	1.00	Director	$0	$0	$0
KATHLEEN CHOI	President	1.00	Officer Director	$0	$0	$0
KATHERINE BILLINGS	Director	1.00	Director	$0	$0	$0
ANUDHA GUPTA	Director	1.00	Director	$0	$0	$0
ASHLEY EKNAIAN	Director	1.00	Director	$0	$0	$0
BEN SCHUMACHER	Director	1.00	Director	$0	$0	$0
ERICA CARERE	Director	1.00	Director	$0	$0	$0
SACHIN A SHAH	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	$932,506	$706,931	$412,830	$225,575
2024	$650,210	$594,016	$172,395	$56,194
2023	$1,126,644	$1,088,881	$117,878	$37,763
2022	$1,028,197	$1,120,294	$73,425	$-92,097
2021	$471,662	$375,516	$161,043	$96,146

FITMONEY INC