FUNDSY INC (EIN 820291260) - 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

1967

Legal Domicile

Principal Officer

NATALIE CHATFIELD

Phone

2088804504

Tax Period

2024-07-01 to 2025-06-30

FUNDSY INC, founded in 1967, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $29K in total revenue in fiscal year 2024. Revenue fell 93% from the prior year — a significant decline worth monitoring. Expenses of $42K exceeded revenue, resulting in a 46% operating deficit.

Mission

FUNDSY, INC. IS A NONPROFIT ORGANIZATION INCORPORATED FOR THE PURPOSE OF RAISING FUNDS FOR CHARITABLE AND COMMUNITY CAPITAL IMPROVEMENT PROJECTS.

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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 $10,317

Program Service Revenue $0

Investment Income $234

Other Revenue $17,966

TOTAL REVENUE $28,517

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,475

Other Expenses $41,682

TOTAL EXPENSES $41,682

Year-over-Year Comparison

	2024	2023	Change
Revenue	$28,517	$414,719	-0.9%
Expenses	$41,682	$412,419	-0.9%
Net Income	$-13,165	$2,300	-6.7%

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

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
WILSON DOBSON	TREASURER	2.00	Officer Director	$0	$0	$0
CARLIE FOSTER	DIRECTOR	2.00	Director	$0	$0	$0
ERIC STRIDE	DIRECTOR	2.00	Director	$0	$0	$0
MARY ZUKIN	DIRECTOR	2.00	Director	$0	$0	$0
NATALIE CHATFIELD	SECRETARY	2.00	Officer Director	$0	$0	$0
SCOTT WINK	DIRECTOR	2.00	Director	$0	$0	$0
YSABEL BILBAO	PRESIDENT	2.00	Officer Director	$0	$0	$0
NATHAN BUDE	DIRECTOR	2.00	Director	$0	$0	$0
ERIC NELSON	DIRECTOR	2.00	Director	$0	$0	$0
EMBER HINES	DIRECTOR	2.00	Director	$0	$0	$0
ANDREW MITZEL	DIRECTOR	2.00	Director	$0	$0	$0
SHANE PLUMMER	DIRECTOR	2.00	Director	$0	$0	$0
TOMMY MURATA	DIRECTOR	2.00	Director	$0	$0	$0
JESSICA BILBAO	DIRECTOR	2.00	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	$28,517	$41,682	$80,533	$-13,165
2024	$414,719	$412,419	$98,094	$2,300
2023	$31,258	$7,957	$91,309	$23,301
2022	$399,819	$535,286	$75,371	$-135,467
2021	$55,550	$24,269	$225,620	$31,281
2020	$133,220	$9,250	$194,201	$123,970
2019	$45,328	$21,544	$118,610	$23,784
2018	$287,256	$284,509	$42,368	$2,747

FUNDSY INC