UNLOCKING POTENTIAL FOUNDATION (EIN 821811573) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2017

Legal Domicile

Phone

7032142119

Tax Period

2020-01-01 to 2020-12-31

UNLOCKING POTENTIAL FOUNDATION, founded in 2017, is a small nonprofit that reported $570K in total revenue in fiscal year 2020. Revenue fell 50% from the prior year — a significant decline worth monitoring.

Mission

Unlocking Potential Foundation's mission is to assist other recognized charitable organizations in using their existing resources more effectively to achieve higher performance and greater efficacy. To this end the foundation's primary activity is to design and implement educational programs for officers employees and volunteers of charitable organizations to impart problem-solving and leadership skills.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $467,650

Program Service Revenue $102,381

Investment Income $0

Other Revenue $0

TOTAL REVENUE $570,031

Expense Breakdown

Grants Paid $0

Salaries & Benefits $333,386

Fundraising Expenses $0

Program Expenses $352,170

Other Expenses $285,357

TOTAL EXPENSES $618,743

Year-over-Year Comparison

	2020	2019	Change
Revenue	$570,031	$1,145,691	-0.5%
Expenses	$618,743	$1,228,631	-0.5%
Net Income	$-48,712	$-82,940	-0.4%

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

$195,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Casey Enders	CEO	55.00	Officer	$195,000	$0	$195,000
Carleton Fiorina	Chairman and Director	25.00	Director	$0	$0	$0
Fred Thompson Jr	Director	1.00	Director	$0	$0	$0
Jehan El Bayoumi	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
2020	$570,031	$618,743	$7,286	$-48,712

UNLOCKING POTENTIAL FOUNDATION