THE ACE FIDUCIARY GROUP A NON-PROFIT CORPORATION (EIN 833149711) - 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

2019

Legal Domicile

Principal Officer

LOREN EMMANUEL

Phone

9259061882

Tax Period

2024-01-01 to 2024-12-31

THE ACE FIDUCIARY GROUP A NON-PROFIT CORPORATION, founded in 2019, is a small nonprofit in the Crime & Legal sector that reported $266K in total revenue in fiscal year 2024. Revenue surged 32% from the prior year, signaling strong growth momentum. The organization ran a surplus of $47K, a strong 18% operating margin.

Mission

WE OFFER AID AND SUPPORT OF THE HEALTH AND WELFARE OF ORPHAN AND SOLO ELDERS AND DISABLED ADULTS.

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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 $32,009

Program Service Revenue $233,865

Investment Income $1

Other Revenue $0

TOTAL REVENUE $265,875

Expense Breakdown

Grants Paid $0

Salaries & Benefits $140,508

Fundraising Expenses $6,701

Program Expenses $167,046

Other Expenses $78,568

TOTAL EXPENSES $219,076

Year-over-Year Comparison

	2024	2023	Change
Revenue	$265,875	$201,658	+0.3%
Expenses	$219,076	$200,821	+0.1%
Net Income	$46,799	$837	+54.9%

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

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

$59,265

Total Directors

$59,265

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LOREN EMMANUEL	EXECUTIVE DIRECTOR & CORPORATE SECRETARY	32.00	Officer Director	$59,265	$0	$59,265
IRA HILLYER	DIRECTOR	2.00	Officer Director	$0	$0	$0
JUAN KELLY	TREASURER	1.00	Officer Director	$0	$0	$0
ASHLEY BLOCK	DIRECTOR	1.00	Director	$0	$0	$0
JOHN DUARTE	CHAIRPERSON	2.00	Officer 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
2024	$265,875	$219,076	$99,276	$46,799
2023	$201,658	$200,821	$53,838	$837
2022	$189,554	$193,743	$55,945	$-4,189
2021	$229,512	$151,524	$117,228	$77,988

THE ACE FIDUCIARY GROUP A NON-PROFIT CORPORATION