AMFIRST FOUNDATION (EIN 834123682) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2019

Legal Domicile

Principal Officer

PHIL BOOZER

Phone

2053204103

Tax Period

2022-01-01 to 2022-12-31

AMFIRST FOUNDATION, founded in 2019, is a small nonprofit that reported $398K in total revenue in fiscal year 2021. Revenue surged 52633% from the prior year, signaling strong growth momentum. The organization ran a surplus of $271K, a strong 68% operating margin.

Mission

THE AMFIRST FOUNDATION STRIVES TO LIVE OUT THE CREDIT UNION PHILOSOPHY OF PEOPLE HELPING PEOPLE BY MAKING IMPACTFUL INVESTMENTS IN CHARITABLE ORGANIZATIONS IN OUR COMMUNITIES.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $100,963

Program Service Revenue $0

Investment Income $0

Other Revenue $6,984

TOTAL REVENUE $107,947

Expense Breakdown

Grants Paid $350,033

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $350,033

Other Expenses $30,266

TOTAL EXPENSES $380,299

Year-over-Year Comparison

	2022	2021	Change
Revenue	$107,947	$398,137	-0.7%
Expenses	$380,299	$126,919	+2.0%
Net Income	$-272,352	$271,218	-2.0%

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

N/A

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PHIL BOOZER	PRESIDENT	5.00	Officer Director	$0	$0	$0
JODY MATTSON	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
RHONDA SHELTON	TREASURER	3.00	Officer Director	$0	$0	$0
COURTNEY NUNN	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL NORTHRUP	DIRECTOR	1.00	Director	$0	$0	$0
ALEX LAWLEY	SECRETARY	1.00	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	$107,947	$380,299	No data	$-272,352
2021	$398,137	$126,919	$272,377	$271,218

AMFIRST FOUNDATION