State Freedom Caucus Foundation (EIN 883060056) - 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

2022

Legal Domicile

Principal Officer

Andrew Roth

Phone

2029372309

Tax Period

2023-01-01 to 2023-12-31

State Freedom Caucus Foundation, founded in 2022, is a community nonprofit in the Public & Societal Benefit sector that reported $1.2M in total revenue in fiscal year 2023. Revenue surged 98% from the prior year, signaling strong growth momentum. Expenses of $1.6M exceeded revenue, resulting in a 27% operating deficit.

Mission

See Part III, line 1.

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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 $1,218,442

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,218,442

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,257,098

Fundraising Expenses $75,951

Program Expenses $1,249,445

Other Expenses $293,836

TOTAL EXPENSES $1,550,934

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,218,442	$616,617	+1.0%
Expenses	$1,550,934	$651,495	+1.4%
Net Income	$-332,492	$-34,878	+8.5%

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

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

$282,187

Total Directors

$489,562

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Andrew Roth	President, Director	36.40	Officer Director	$244,915	$13,437	$282,187
Ed Corrigan	Director	1.00	Director	$0	$0	$0
Justin Ouimette	Sr. Vice President, Director	28.80	Director	$141,917	$9,874	$207,375
Patrick Corrigan	Treasurer	1.00	Officer Director	$0	$0	$0
Tim Reitz	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
2024	No data	No data	No data	No data
2023	$1,218,442	$1,550,934	$394,243	$-332,492
2022	$616,617	$651,495	$194,457	$-34,878

State Freedom Caucus Foundation