FUTURES FUNDAMENTALS NFP (EIN 822075093) - 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

2017

Legal Domicile

Principal Officer

LYNNE FITZPATRICK

Phone

3126348617

Tax Period

2024-01-01 to 2024-12-31

FUTURES FUNDAMENTALS NFP, founded in 2017, is a micro nonprofit in the Community Improvement sector that reported $25K in total revenue in fiscal year 2024. Revenue fell 90% from the prior year — a significant decline worth monitoring. Expenses of $168K exceeded revenue, resulting in a 573% operating deficit.

Mission

THE DEFINED MISSION OF FUNDAMENTALS FOCUSES ON EDUCATIONAL RESOURCES DESIGNED TO SIMPLIFY AND EXPLAIN COMPLEX MARKET TOPICS. THROUGH INTERACTIVE FEATURES AND RICH CONTENT, FUNDAMENTALS EXPLAINS THE ROLE OF FUTURES MARKETS IN EVERYDAY LIFE AND PROVIDES INFORMATION ON THE DERIVATIVES INDUSTRY AS A WHOLE. FUNDAMENTALS IS THE DRIVING FORCE IN AN INDUSTRY-WIDE EFFORT TO DEVELOP RISK MANAGEMENT EDUCATION TO LEARNERS AT ALL LEVELS.

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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 $25,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $25,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $168,324

TOTAL EXPENSES $168,324

Year-over-Year Comparison

	2024	2023	Change
Revenue	$25,000	$250,000	-0.9%
Expenses	$168,324	$292,916	-0.4%
Net Income	$-143,324	$-42,916	+2.3%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LEO MELAMED	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL DAWLEY	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS SEXTON	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES CAREY	DIRECTOR	1.00	Director	$0	$0	$0
WALT LUKKEN	DIRECTOR	1.00	Director	$0	$0	$0
MEG WRIGHT	SECRETARY	2.00	Officer	$0	$0	$0
LYNNE FITZPATRICK	TREASURER	2.00	Officer	$0	$0	$0
ANITA LISKEY	PRESIDENT	2.00	Officer	$0	$0	$0
COLLEEN LAZAR	VICE PRESIDENT	2.00	Officer	$0	$0	$0
JENELLE CHALMERS	ASSISTANT SECRETARY	2.00	Officer	$0	$0	$0
BRYAN MCBLAINE	ASSISTANT TREASURER	2.00	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
2024	$25,000	$168,324	$1,224,623	$-143,324
2023	$250,000	$292,916	$1,347,473	$-42,916
2022	$275,000	$174,873	$1,463,975	$100,127
2021	$250,000	$77,568	$1,319,897	$172,432
2020	$259,514	$52,799	$1,112,482	$206,715
2019	$815,486	$10,002	$905,672	$805,484

FUTURES FUNDAMENTALS NFP