FOX INSTITUTE FOR CREATION (EIN 813207443) - 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

2016

Principal Officer

STUART C LORD

Tax Period

2017-07-01 to 2018-06-30

FOX INSTITUTE FOR CREATION, founded in 2016, is a small nonprofit in the Education sector that reported $416K in total revenue in fiscal year 2017. Revenue surged 205% from the prior year, signaling strong growth momentum. Expenses of $386K left a modest 7% surplus.

Mission

TO PROVIDE LEADERSHIP DEVELOPMENT THAT FOSTERS PERSONAL AND SOCIAL TRANSFORMATION TO POSITIVELY IMPACT OUR WORLD. THIS IS ACHIEVED BY CREATING NEW KNOWLEDGE, INTEGRATING SPIRITUAL FORMATION WITH EXPERIENTIAL ACADEMIC LEARNING FOR SPIRITUAL, CORPORATE, AND EDUCATIONAL LEADERS. CULTIVATING INCLUSIVE EXCELLENCE, INTERFAITH, ECOLOGICAL, AND SOCIAL JUSTICE PROFICIENCY. ENCOURAGING LEADERSHIP CONVERSATIONS ACROSS AGE, INDUSTRY, SPIRITUALITY, AND LEVELS OF RESPONSIBILITY.

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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 $307,129

Program Service Revenue $103,732

Investment Income $0

Other Revenue $4,659

TOTAL REVENUE $415,520

Expense Breakdown

Grants Paid $0

Salaries & Benefits $141,088

Fundraising Expenses $15,163

Program Expenses $324,222

Other Expenses $244,478

TOTAL EXPENSES $385,566

Year-over-Year Comparison

	2017	2016	Change
Revenue	$415,520	$136,364	+2.0%
Expenses	$385,566	$73,488	+4.2%
Net Income	$29,954	$62,876	-0.5%

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

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

$4,435

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN COPPAGE EVANS	BOARD MEMBER	40.00	Director	$4,435	$0	$4,435
ANN CREEL DEAN	BORAD MEMBER	3.00	Director	$0	$0	$0
MARVIN L ANDERSON	BOARD MEMBER	3.00	Director	$0	$0	$0
J MELVIN BRICKER	BOARD MEMBER	3.00	Director	$0	$0	$0
NADYA GROSS	BOARD MEMBER	3.00	Director	$0	$0	$0
STUART C LORD	PRESIDENT	3.00	Officer	$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	$415,520	$385,566	$119,446	$29,954

FOX INSTITUTE FOR CREATION