FORTUNATE WAY (EIN 873809175) - 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

ROBERT EDWARD HENSLEY

Phone

4234437302

Tax Period

2021-01-01 to 2021-12-31

FORTUNATE WAY, founded in 2021, is a small nonprofit in the Mental Health sector that reported $200K in total revenue in fiscal year 2021. The organization ran a surplus of $195K, a strong 97% operating margin.

Mission

FORTUNATE WAY IS FORMED TO ASSIST AND SUPPORT VETERANS AND THEIR FAMILIES IN TIMES OF NEED AND WILL AID THE TRANSITION OF VETERANS AND THEIR FAMILIES TO CIVILIAN LIFE. MANY VETERANS AND THEIR FAMILIES HAVE DIFFICULTY TRANSITIONING OUT OF THE MILITARY AND MAY EXPERIENCE FEELINGS OF DEPRESSION, HOPLESSNESS, AND SUICIDAL THOUGHTS DURING THE INITIAL TRANSITION AND AS THEY TRANSITION THROUGH THE STAGES OF LIFE. IT IS IMPERATIVE THAT NECESSARY RECOURCES ARE PROVIDED TO IMPROVE THE FINANCIAL, EMOTIONAL, AND PHYSICAL HEALTH OF VETERANS AND THEIR FAMILIES. THE NONPROFIT'S GOAL IS TO HELP VETERANS AND THEIR FAMILIES BECOME PRODUCTIVE CITIZENS BECAUSE THEY ANSWERED OUR NATION'S CALL WHEN WE NEEDED THEM.

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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 (2021)

Revenue Breakdown

Contributions & Grants $200,010

Program Service Revenue $0

Investment Income $4

Other Revenue $0

TOTAL REVENUE $200,014

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,245

Other Expenses $5,245

TOTAL EXPENSES $5,245

Year-over-Year Comparison

	2021	2020	Change
Revenue	$200,014	N/A	N/A
Expenses	$5,245	N/A	N/A
Net Income	$194,769	N/A	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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT EDWARD HENSLEY	DIRECTOR & PRESIDENT	1.00	Officer Director	$0	$0	$0
ARLINA GUERRA HENSLEY	DIRECTOR , TREAS & SECRETARY	1.00	Director	$0	$0	$0
GARRETT EDWARD HENSLEY	DIRECTOR	1.00	Director	$0	$0	$0
ALEXIA HENSLEY	DIRECTOR	1.00	Director	$0	$0	$0
ARIANA HENSLEY	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT GRANT HENSLEY	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
2021	$200,014	$5,245	$194,769	$194,769

FORTUNATE WAY