Freedom Caucus Foundation (EIN 994082114) - 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

JASON D BOLES

Phone

2025457706

Tax Period

2024-01-01 to 2024-12-31

Freedom Caucus Foundation, founded in 2024, is a community nonprofit in the Public & Societal Benefit sector that reported $1.0M in total revenue in fiscal year 2024. The organization ran a surplus of $485K, a strong 49% operating margin.

Mission

Freedom Caucus Foundation the Charity is a recently formed nonprofit corporation. It filed its Certificate of Incorporation with the Delaware Secretary of State on July 12 2024. As stated in Article III of the Certificate of Incorporation it is incorporated and operated exclusively for religious charitable and educational purposes within I.R.C. section 501c3. The Charitys mission is to advance the notion of a limited federal government strong individual liberty promote constitutional principles and enhance civic engagement through education and advocacy. To achieve its mission the Charity will primarily engage in research training and educational activities.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,000,000

Program Service Revenue $0

Investment Income $410

Other Revenue $0

TOTAL REVENUE $1,000,410

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $485,732

Other Expenses $515,189

TOTAL EXPENSES $515,189

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,000,410	N/A	N/A
Expenses	$515,189	N/A	N/A
Net Income	$485,221	$0	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

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Allison Wiesenberger	President	20.00	Officer Director	$0	$0	$0
Jason D Boles	Treasurer	3.00	Officer Director	$0	$0	$0
Derek Ross	Secretary	1.00	Officer 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	$1,000,410	$515,189	$485,221	$485,221

Freedom Caucus Foundation