Plantagenets Foundation Inc

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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

2017

Legal Domicile

Tax Period

2018-01-01 to 2018-12-31

Plantagenets Foundation Inc, founded in 2017, is a micro nonprofit that reported $20K in total revenue in fiscal year 2018. Revenue fell 95% from the prior year — a significant decline worth monitoring. Expenses of $289K exceeded revenue, resulting in a 1344% operating deficit.

Mission

Our mission is to raise money for 3 specific charities through our bicycle racing efforts.

Program Service Accomplishments

Program 1

Expenses: $281,198

Expenses for training and racing for the Plantagenets Race team to compete in the RAAM (Race Across America)race to raise money for charity.

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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 (2018)

Revenue Breakdown

Contributions & Grants $20,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $20,000

Expense Breakdown

Grants Paid $280,213

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $281,198

Other Expenses $8,656

TOTAL EXPENSES $288,869

Year-over-Year Comparison

	2018	2017	Change
Revenue	$20,000	$434,250	-1.0%
Expenses	$288,869	$165,381	+0.7%
Net Income	$-268,869	$268,869	-2.0%

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

N/A

Employees

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Michael S Falk	DirectorFounder	10.00	Director	$0	$0	$0
Timothy Moran	Director	10.00	Director	$0	$0	$0
Robert OSullivan	Director	10.00	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
2018	$20,000	$288,869	No data	$-268,869