Foundation for Fiduciary Education

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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

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.

Program Service Accomplishments

Program 1

Expenses: $209,588

PROVIDES LITTLE TO NO COST FIDUCIARY EDUCATIONAL WORKSHOPS COVERING THE MOST RELEVANT AND CHALLENGING FINANCIAL TOPICSAMERICANS FACE TODAY IN COMMUNITIES NATIONWIDE.

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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 $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

Governance

Voting Members

Independent Members

N/A

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

$15,385

Total Directors

Key Employees

Highest Compensated

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