FISCAL PARTNERS INC (EIN 813933113) - 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

Legal Domicile

Principal Officer

PAUL D CRANEY

Phone

6177972540

Tax Period

2023-01-01 to 2023-12-31

FISCAL PARTNERS INC, founded in 2016, is a small nonprofit in the Community Improvement sector that reported $427K in total revenue in fiscal year 2023. Revenue fell 23% from the prior year — a significant decline worth monitoring.

Mission

THE ORGANIZATION EXISTS TO ENGAGE IN A VARIETY OF ACTIVITIES TO PROMOTE THE COMMON BUSINESS INTERESTS OF ITS MEMBERS, IN ORDER TO IMPROVE THEIR FISCAL COMPETITIVE STANDING IN VARIOUS LINES OF BUSINESS IN WHICH THEY ENGAGE. THE ORGANIZATION'S EFFORTS WILL HELP ADVANCE THE COMMON GOOD FOR BUSINESSES, BOTH LARGE AND SMALL, AND PROMOTE FISCAL RESPONSIBILITY, TRANSPARENCY, AND ACCOUNTABILITY.

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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 $427,177

Program Service Revenue $0

Investment Income $2

Other Revenue $0

TOTAL REVENUE $427,179

Expense Breakdown

Grants Paid $121,000

Salaries & Benefits $241,198

Fundraising Expenses $0

Other Expenses $65,627

TOTAL EXPENSES $427,825

Year-over-Year Comparison

	2023	2022	Change
Revenue	$427,179	$554,103	-0.2%
Expenses	$427,825	$648,565	-0.3%
Net Income	$-646	$-94,462	-1.0%

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

$173,713

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM RAPPAPORT	FORMER CHAIR	1.00	Officer Director	$0	$0	$0
MARK COHEN	FORMER TREASURER & CHAIR	1.00	Officer Director	$0	$0	$0
LEE GAUDETTE	FORMER CLERK	1.00	Officer Director	$0	$0	$0
STEVE DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
VINCE OSTERMAN	TREASURER	1.00	Officer Director	$0	$0	$0
JEFF SHEEHY	DIRECTOR	1.00	Director	$0	$0	$0
STEVE SNIDER	CLERK	1.00	Officer Director	$0	$0	$0
PAUL D CRANEY	PRESIDENT & EXECUTIVE DIRE	40.00	Officer	$159,940	$13,773	$173,713

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
2024	No data	No data	No data	No data
2023	$427,179	$427,825	$69,725	$-646
2022	$554,103	$648,565	$72,228	$-94,462
2021	$632,156	$524,511	$163,234	$107,645
2020	$428,220	$371,287	$55,539	$56,933
2019	$485,800	$484,116	$9,640	$1,684
2018	$674,315	$739,143	$5,343	$-64,828

FISCAL PARTNERS INC