Foundation for Fiduciary Education

EIN: 874024249 501(c)(3) Education

Charlotte, NC

Total Revenue
$421,413
Total Expenses
$352,148
Total Assets
$78,107
Net Assets
$74,242
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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
NC
Principal Officer
James R McClanahan II
Tax Period
2023-01-01 to 2023-12-31

Foundation for Fiduciary Education, founded in 2021, is a small nonprofit in the Education sector that reported $421K in total revenue in fiscal year 2023. The organization ran a surplus of $69K, a strong 16% operating margin.

Mission

To educate and empower families through comprehensive fiduciary financial education.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $421,413
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $421,413

Expense Breakdown

Grants Paid $0
Salaries & Benefits $107,193
Fundraising Expenses $0
Program Expenses $209,588
Other Expenses $244,955
TOTAL EXPENSES $352,148

Year-over-Year Comparison

2023 2022 Change
Revenue $421,413 N/A N/A
Expenses $352,148 N/A N/A
Net Income $69,265 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

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Governance

Voting Members
1
Independent Members
N/A
Employees
6
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
1
$15,385
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
James R McClanahan II Officer 40.00
Officer
$15,385 $0 $15,385
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 $421,413 $352,148 $78,107 $69,265
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