FERGUSON CHARITABLE FOUNDATION (EIN 883352237) - 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

WILLIAM FERGUSON

Phone

3128932347

Tax Period

2023-01-01 to 2023-12-31

FERGUSON CHARITABLE FOUNDATION, founded in 2022, is a community nonprofit in the Education sector that reported $1.6M in total revenue in fiscal year 2023. Revenue surged 262% from the prior year, signaling strong growth momentum. The organization ran a surplus of $623K, a strong 40% operating margin.

Mission

FERGUSON CHARITABLE FOUNDATION (THE "FOUNDATION") IS ORGANIZED AND SHALL BE OPERATED FOR EXCLUSIVELY CHARITABLE, EDUCATIONAL, SCIENTIFIC, AND LITERARY PURPOSES, EACH WITHIN THE MEANING OF CODE SECTION 501(C)(3). THE FOUNDATION'S INITIAL ACTIVITIES SHALL INCLUDE, BUT SHALL NOT BE LIMITED TO, (A) SUPPORTING THE CREATION AND OPERATION OF AN EDUCATIONAL PROGRAM AND CURRICULUM IN CERTAIN COLLEGES AND UNIVERSITY ("PARTICPATING COLLEGES") TO ENCOURAGE DIVERSE STUDENTS TO PURSUE MEANINGFUL CAREERS IN THE REAL ESTATE INDUSTRY; (B) PROVIDING SCHOLARSHIPS TO DIVERSE STUDENTS AT PARTICIPATING COLLEGES ENROLLED IN A REAL ESTATE CENTER FOR LEADERSHIP EXCELLENCE TO SUPPORT THE RETENTION OF STUDENTS PARTICIPATING IN THE PROGRAM; AND EQUIPPING DIVERSE STUDENTS TO ENTER THE REAL ESTATE INDUSTRY THROUGH INSTRUCTION, MENTORSHIP, AND ON-THE-JOB TRAINING.

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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 $1,549,554

Program Service Revenue $0

Investment Income $7,052

Other Revenue $0

TOTAL REVENUE $1,556,606

Expense Breakdown

Grants Paid $331,360

Salaries & Benefits $140,125

Fundraising Expenses $129,371

Program Expenses $767,210

Other Expenses $462,343

TOTAL EXPENSES $933,828

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,556,606	$430,066	+2.6%
Expenses	$933,828	$134,919	+5.9%
Net Income	$622,778	$295,147	+1.1%

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

$140,125

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM FERGUSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
TAMMY JONES	DIRECTOR	0.50	Director	$0	$0	$0
CHRIS HOWARD	DIRECTOR	0.50	Director	$0	$0	$0
CARRIE NOWICKI	CHIEF OPERATING OFFICER	25.00	Officer	$140,125	$0	$140,125

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	$1,556,606	$933,828	$917,925	$622,778
2022	$430,066	$134,919	$345,147	$295,147

FERGUSON CHARITABLE FOUNDATION