FITZMAURICE INSTITUTE INC (EIN 823589947) - 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

2021

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

FITZMAURICE INSTITUTE INC, founded in 2021, is a small nonprofit in the Education sector that reported $358K in total revenue in fiscal year 2023. The organization ran a surplus of $218K, a strong 61% operating margin.

Mission

FITZMAURICE INSTITUTES PURPOSE IS AIDING AND SUPPORTING PEOPLE, BY EXPLORING THE DYNAMIC INTERACTIONS OF THE BODY, BREATH, IMAGINATION, LANGUAGE AND VOICE. THE CORPORATION HELPS PEOPLE FIND AND USE THEIR VOICES BY PROVIDING WORKSHOPS, WEBINARS AND CONFERENCES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $212,207

Program Service Revenue $123,117

Investment Income $4,090

Other Revenue $18,255

TOTAL REVENUE $357,669

Expense Breakdown

Grants Paid $0

Salaries & Benefits $39,435

Fundraising Expenses $0

Program Expenses $140,147

Other Expenses $100,712

TOTAL EXPENSES $140,147

Year-over-Year Comparison

	2023	2022	Change
Revenue	$357,669	N/A	N/A
Expenses	$140,147	N/A	N/A
Net Income	$217,522	N/A	N/A

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

N/A

Independent Members

N/A

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
MICHA ESPINOSA	BOARD CHAIR	10.00	Officer	$0	$0	$0
CYNTHIA BASSHAM	VICE CHAIR	10.00	Officer	$0	$0	$0
JEFF MORRISON	BOARD MEMBER	0.00	Officer	$0	$0	$0
CATHERINE FITZMAURICE KOZUBEI	PRESIDENT	20.00	Officer	$0	$0	$0
SAUL FITZMAURICE KOZUBEI	TREASURER	20.00	Officer	$0	$0	$0
JACOB TADGH KOTZUBEI	DIRECTOR	10.00	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
2023	$357,669	$140,147	$257,303	$217,522

FITZMAURICE INSTITUTE INC