OUTLIER SOCIETY FELLOWSHIP

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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

MICHAEL B JORDAN

Phone

8182880528

Tax Period

2020-01-01 to 2020-12-31

OUTLIER SOCIETY FELLOWSHIP, founded in 2019, is a small nonprofit in the Employment sector that reported $325K in total revenue in fiscal year 2020. The organization ran a surplus of $298K, a strong 92% operating margin.

Mission

WE WORK TO ELEVATE ECLECTIC VOICES, PRESERVE AUTHENTIC PERSPECTIVES, AND SHAPE CULTURE IN A WAY THAT ADDRESSES INEQUITY AND PERPETUATES EQUALITY. WE WORK TO ENABLE SUSTAINABLE CHANGE.

Program Service Accomplishments

Program 1

OUTLIER SOCIETY FELLOWSHIP IS AN INTERNSHIP AND MENTORSHIP PROGRAM PROVIDING ACCESS, OPPORTUNITY, AND COMMUNITY TO UNDERREPRESENTED YOUNG PEOPLE ENTERING MEDIA, ARTS, AND ENTERTAINMENT. THE...

OUTLIER SOCIETY FELLOWSHIP IS AN INTERNSHIP AND MENTORSHIP PROGRAM PROVIDING ACCESS, OPPORTUNITY, AND COMMUNITY TO UNDERREPRESENTED YOUNG PEOPLE ENTERING MEDIA, ARTS, AND ENTERTAINMENT. THE ORGANIZATION RAISED FUNDS FOR THIS PROGRAM IN 2020, BUT DID NOT INCUR ANY PROGRAM EXPENSES DURING THE YEAR. DUE TO THE IMPACT OF COVID-19, OUTLIER SOCIETY FELLOWSHIP FORGED AHEAD AMID SUMMER INTERNSHIP CANCELATIONS TO OFFER LIVE VIRTUAL PROFESSIONAL DEVELOPMENT AS WELL AS ONGOING COMMUNITY RESOURCES.

Program 2

THE ORGANIZATION COLLABORATES WITH EQUITY INITIATIVES AND DIVERSITY ADVOCACY ORGANIZATIONS TO INCREASE MENTORING, ACCESS, OPPORTUNITY, AND COMMUNITY ACROSS THE MEDIA, ARTS, AND ENTERTAINMENT...

THE ORGANIZATION COLLABORATES WITH EQUITY INITIATIVES AND DIVERSITY ADVOCACY ORGANIZATIONS TO INCREASE MENTORING, ACCESS, OPPORTUNITY, AND COMMUNITY ACROSS THE MEDIA, ARTS, AND ENTERTAINMENT INDUSTRY. THE ORGANIZATION RAISED FUNDS FOR THIS PROGRAM IN 2020, BUT DID NOT INCUR ANY PROGRAM EXPENSES FOR THIS YEAR.

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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 (2020)

Revenue Breakdown

Contributions & Grants $325,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $325,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $27,066

TOTAL EXPENSES $27,066

Year-over-Year Comparison

	2020	2019	Change
Revenue	$325,000	N/A	N/A
Expenses	$27,066	N/A	N/A
Net Income	$297,934	$0	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

Independent Members

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
MICHAEL B JORDAN	PRESIDENT	10.00	Officer	$0	$0	$0
RENE SPELLMAN	VICE PRESIDENT	10.00	Officer	$0	$0	$0
CHAD EASTERLING	SECRETARY	10.00	Officer	$0	$0	$0
JAMILA JORDAN	TREASURER	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
2020	$325,000	$27,066	$297,934	$297,934