FISCAL INDEX FOUNDATION (EIN 853056294) - 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

2020

Legal Domicile

Principal Officer

ANDREW MCVEIGH

Phone

8325141226

Tax Period

2023-01-01 to 2023-12-31

FISCAL INDEX FOUNDATION, founded in 2020, is a small nonprofit in the Civil Rights & Advocacy sector that reported $435K in total revenue in fiscal year 2023.

Mission

CONDUCT RESEARCH PROJECTS ON PUBLIC POLICY PROPOSALS ADDRESSING THOSEISSUES THAT AFFECT DAY-TO-DAY LIVES, BUDGETS, AND QUALITY OF LIFE OFINDIVIDUALS AFFECTED. THIS RESEARCH WILL BE THE BASIS FOR DEVELOPINGEDUCATIONAL MATERIALS. INITIAL STUDIES WILL FOCUS ON THE STATE OF TEXASBUDGET AND ANALYZE THE POTENTIAL IMPACT OF REPURPOSING OFRESOURCES,ADJUSTING REVENUE POLICY AND OTHER RELATED MATTERS

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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 $435,495

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $435,495

Expense Breakdown

Grants Paid $0

Salaries & Benefits $322,088

Fundraising Expenses $0

Program Expenses $393,779

Other Expenses $141,179

TOTAL EXPENSES $463,267

Year-over-Year Comparison

	2023	2022	Change
Revenue	$435,495	$422,678	+0.0%
Expenses	$463,267	$368,815	+0.3%
Net Income	$-27,772	$53,863	-1.5%

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

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

$112,941

Total Directors

$112,941

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jeramy D Kitchen	Staff	40.00		$121,906	$4,313	$126,219
ANDREW MCVEIGH	President	40.00	Officer Director	$108,950	$3,991	$112,941
Jeff Cason	Secretary	5.00	Officer Director	$0	$0	$0
Kyle Biedermann	Chairman	5.00	Officer Director	$0	$0	$0
Stuart Spitzer	Board Member	5.00	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	$435,495	$463,267	$101,982	$-27,772
2022	$422,678	$368,815	$133,457	$53,863
2021	$227,342	$151,945	$76,608	$75,397

FISCAL INDEX FOUNDATION