FIRST GEN SUCCESS (EIN 833221665) - 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

TAMEKA BEAVERS

Phone

7048984732

Tax Period

2022-01-01 to 2022-12-31

FIRST GEN SUCCESS, founded in 2019, is a micro nonprofit in the Youth Development sector that reported $22K in total revenue in fiscal year 2022. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $15K, a strong 70% operating margin.

Mission

WE OFFER A DYNAMIC AND EVER-EVOLVING PROGRAM BRIDGING THE GENERATIONAL GAP AND LESSENING THE CONSTANT ECONOMIC DISPARITIES FOR HIGH SCHOOL GIRLS WHO ARE ON THE PATH TO BE FIRST GENERATION COLLEGE STUDENTS. TO ADVANCE THIS MISSION, WE OFFER ACADEMIC SUPPORT WITH COMPREHENSIVE COLLEGE COUNSELING, TARGETED TUTORING, TEST PREPARATION, STUDY SKILLS, LEADERSHIP TRAINING, ACCESS TO CAREER PROFESSIONALS AND ONGOING SUPPORT CONTINUTION THROUGH SUCCESSFULL COLLEGE GRADUATION AND BEYOND COLLEGE.

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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 (2022)

Revenue Breakdown

Contributions & Grants $21,731

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $21,731

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $6,536

TOTAL EXPENSES $6,536

Year-over-Year Comparison

	2022	2021	Change
Revenue	$21,731	$19,531	+0.1%
Expenses	$6,536	$8,686	-0.2%
Net Income	$15,195	$10,845	+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

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
TAMEKA BEAVERS	FOUNDER & EXECUTIVE DIRECT	10.00	Director	$0	$0	$0
JULIE AYERS	TREASURER	2.00	Director	$0	$0	$0
ROSE BEAVERS	BOARD MEMBER, SPONSORSHIPS	10.00	Director	$0	$0	$0
JENNIFER DUDA	BOARD MEMBER, PROGRAMMING	2.00	Director	$0	$0	$0
CAITLIN MROZ	BOARD ADVISOR	2.00	Director	$0	$0	$0
NICOLE ALDOLPHUS	BOARD ADVISOR	2.00	Director	$0	$0	$0
BRIDGET POTTER	BOARD ADVISOR	2.00	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
2022	$21,731	$6,536	$32,158	$15,195
2021	$19,531	$8,686	$16,963	$10,845
2020	$5,671	$3	$6,118	$5,668

FIRST GEN SUCCESS