EDGAR FELLOWS

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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

2020

Legal Domicile

Principal Officer

JANET M MATHIS

Phone

8778295500

Tax Period

2023-01-01 to 2023-12-31

EDGAR FELLOWS, founded in 2020, is a small nonprofit in the Civil Rights & Advocacy sector that reported $312K in total revenue in fiscal year 2023. Revenue surged 323% from the prior year, signaling strong growth momentum. The organization ran a surplus of $306K, a strong 98% operating margin.

Mission

ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES, INCLUDING MAKING CONTRIBUTIONS TO ORGS WHICH QUALIFY AS EXEMPT 501(C)(3) THROUGH THE IRS. TO INSTILL THE VALUES OF COOPERATION, ETHICAL BEHAVIOR, AND PROBLEM SOLVING IN ILLINOIS LEADERS THROUGH EDUCATION, CIVIC ENGAGEMENT, AND CULTURAL EXPERIENCE.

Program Service Accomplishments

Program 1

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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 $370,962

Program Service Revenue $0

Investment Income $0

Other Revenue $-58,759

TOTAL REVENUE $312,203

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $6,497

TOTAL EXPENSES $6,497

Year-over-Year Comparison

	2023	2022	Change
Revenue	$312,203	$73,891	+3.2%
Expenses	$6,497	$6,323	+0.0%
Net Income	$305,706	$67,568	+3.5%

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
JANET M MATHIS	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN KAMIS	TREASURER	1.00	Officer Director	$0	$0	$0
RYAN SPAIN	DIRECTOR	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
2024	No data	No data	No data	No data
2023	$312,203	$6,497	$384,087	$305,706