The 501 Exchange Co (EIN 822639210) - 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

Phone

9126575946

Tax Period

2024-01-01 to 2024-12-31

The 501 Exchange Co, founded in 2017, is a micro nonprofit in the Youth Development sector that reported $79K in total revenue in fiscal year 2024. Revenue fell 32% from the prior year — a significant decline worth monitoring. Expenses of $93K exceeded revenue, resulting in a 18% operating deficit.

Mission

The Organization curates content, culture, and events for the purpose of helping set others free spiritually, mentally, emotionally, financially, relationally, and physically.

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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 $79,176

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $79,176

Expense Breakdown

Grants Paid $0

Salaries & Benefits $55,378

Fundraising Expenses $6,569

Program Expenses $8,391

Other Expenses $37,700

TOTAL EXPENSES $93,078

Year-over-Year Comparison

	2024	2023	Change
Revenue	$79,176	$116,780	-0.3%
Expenses	$93,078	$151,282	-0.4%
Net Income	$-13,902	$-34,502	-0.6%

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
Paul Smith	President	5.00	Officer Director	$0	$0	$0
Cecilia Haag	Treasurer	1.00	Director	$0	$0	$0
Jason Tyne	Board Member	1.00	Director	$0	$0	$0
Adam C Kersh	Vice President	5.00	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	$79,176	$93,078	$138,581	$-13,902
2023	$116,780	$151,282	$144,221	$-34,502
2022	$148,929	$214,349	$222,691	$-65,420
2021	$183,993	$128,881	$288,013	$55,112
2020	$354,555	$120,000	$234,555	$234,555
2020	$354,555	$120,000	$234,555	$234,555

The 501 Exchange Co