SAXON SUCCESS FUND (EIN 833928615) - 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

TYLER COATES

Phone

5033993252

Tax Period

2023-01-01 to 2023-12-31

SAXON SUCCESS FUND, founded in 2019, is a small nonprofit in the Education sector that reported $264K in total revenue in fiscal year 2023. Revenue surged 202% from the prior year, signaling strong growth momentum.

Mission

THE SAXON SUCCCESS FUND PROVIDES SUPPORT TO THE SCHOOL THROUGH STRATEGIC FUNDRAISING AND INVESTMENT. FUNDS WILL BE RAISED FOR SPECIFIC PROJECTS THAT HAVE THE GREATEST IMPACT ON THE SUCCESS OF ALL SAXON STUDENTS. DIFFERENT FROM THE PARENT-LED BOOSTER GROUPS THAT RAISE MONEY FOR YEAR TO YEAR EXPENSES, THE SAXON SUCCESS FUND WILL INVEST IN WAYS THAT POSITIVELY IMPACT STIUDENTS NOW AND IN THE FUTURE.

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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 $260,802

Program Service Revenue $0

Investment Income $3,150

Other Revenue $0

TOTAL REVENUE $263,952

Expense Breakdown

Grants Paid $20,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $271,373

Other Expenses $258,293

TOTAL EXPENSES $278,293

Year-over-Year Comparison

	2023	2022	Change
Revenue	$263,952	$87,453	+2.0%
Expenses	$278,293	N/A	N/A
Net Income	$-14,341	$87,453	-1.2%

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
LARA TIFFIN	PRESIDENT	4.00	Director	$0	$0	$0
TYLER COATES	TREASUER	2.00	Director	$0	$0	$0
AARON RICCI	VICE PRESIDENT	4.00	Director	$0	$0	$0
MARK MAJESKI	SECRETARY	2.00	Director	$0	$0	$0
YVONNE BASHOR	BOARD MEMBER	2.00	Director	$0	$0	$0
DAN MOORE	BOARD MEMBER	2.00	Director	$0	$0	$0
SARA PATERSON CASEBEER	BOARD MEMBER	0.00	Director	$0	$0	$0
ETHAN JONES	BOARD MEMBER	0.00	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
2023	$263,952	$278,293	$119,246	$-14,341

SAXON SUCCESS FUND