First Lady's Charitable Foundation (EIN 871678867) - 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

2021

Legal Domicile

Principal Officer

Majida Mourad

Phone

6145659715

Tax Period

2025-01-01 to 2025-12-31

First Lady's Charitable Foundation, founded in 2021, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $605K in total revenue in fiscal year 2025. Revenue surged 28752% from the prior year, signaling strong growth momentum. Expenses of $578K left a modest 4% surplus.

Mission

To raise awareness and financial support for the First Lady (or first spouse) of Ohio's philantrhopic endeavors.

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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 (2025)

Revenue Breakdown

Contributions & Grants $601,214

Program Service Revenue $0

Investment Income $4,110

Other Revenue $0

TOTAL REVENUE $605,324

Expense Breakdown

Grants Paid $357,200

Salaries & Benefits $0

Fundraising Expenses $213,858

Program Expenses $357,200

Other Expenses $221,120

TOTAL EXPENSES $578,320

Year-over-Year Comparison

	2025	2024	Change
Revenue	$605,324	$2,098	+287.5%
Expenses	$578,320	$30,338	+18.1%
Net Income	$27,004	$-28,240	-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

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
Majida Mourad	President-Director	2.00	Officer Director	$0	$0	$0
Lee Ann Johnson	Secretary-Director	1.00	Officer Director	$0	$0	$0
Barbara Mills	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
2025	$605,324	$578,320	$240,176	$27,004
2024	$2,098	$30,338	$212,635	$-28,240
2023	$693,598	$472,354	$241,117	$221,244
2022	$594,850	$742,667	$29,631	$-147,817
2021	$190,010	$22,563	$167,447	$167,447

First Lady's Charitable Foundation