CENTER FOR ACCELERATING FINANCIAL EQUITY (EIN 992554318) - 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

2024

Legal Domicile

Principal Officer

KRISTEN CASTELL

Phone

3024521100

Tax Period

2025-01-01 to 2025-12-31

CENTER FOR ACCELERATING FINANCIAL EQUITY, founded in 2024, is a small nonprofit in the Community Improvement sector that reported $188K in total revenue in fiscal year 2025. Revenue fell 79% from the prior year — a significant decline worth monitoring. Expenses of $493K exceeded revenue, resulting in a 162% operating deficit.

Mission

CAFE ADVANCES FINANCIAL HEALTH AND WELLNESS FOR LOW- TO MODERATE-INCOME (LMI) INDIVIDUALS BY SUPPORTING FINTECH INNOVATION AND PARTNERSHIPS. THROUGH OUR FLAGSHIP CAFE FINTECH ACCELERATOR AND STRATEGIC INITIATIVES, WE EMPOWER TECHNOLOGY SOLUTIONS AND COMPANIES THAT UPLIFT FINANCIAL WELL-BEING, UNLOCK MARKET POTENTIAL, AND HELP TO BUILD A FINANCIAL SYSTEM THAT EMPOWERS INDIVIDUALS AND COMMUNITIES TO THRIVE.

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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 (2025)

Revenue Breakdown

Contributions & Grants $184,480

Program Service Revenue $3,134

Investment Income $636

Other Revenue $0

TOTAL REVENUE $188,250

Expense Breakdown

Grants Paid $0

Salaries & Benefits $200,004

Fundraising Expenses $158,937

Program Expenses $197,939

Other Expenses $292,884

TOTAL EXPENSES $492,888

Year-over-Year Comparison

	2025	2024	Change
Revenue	$188,250	$910,345	-0.8%
Expenses	$492,888	$72,185	+5.8%
Net Income	$-304,638	$838,160	-1.4%

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

$200,004

Total Directors

$200,004

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
J MICHAEL BOWMAN	CHAIR	1.00	Officer Director	$0	$0	$0
TRACY SHICKEL	PRESIDENT	1.00	Officer Director	$0	$0	$0
AMY WALLS	TREASURER/SECRETARY	1.00	Officer Director	$0	$0	$0
KRISTEN CASTELL	MANAGING DIRECTOR	40.00	Officer Director	$200,004	$0	$200,004

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
2025	$188,250	$492,888	$534,264	$-304,638
2024	$910,345	$72,185	$840,757	$838,160

CENTER FOR ACCELERATING FINANCIAL EQUITY