Fortunate Futures

Fortunate Futures maintains consistent revenue and growing assets with no reported officer compensation.

EIN: 204842981 · Milwaukee, WI · NTEE: B60 · Updated: 2026-03-28

$1.3MRevenue
$321KAssets
85/100Mission Score (Excellent)
B60
Fortunate Futures Financial Summary
MetricValue
Total Revenue$1.3M
Total Expenses$1.3M
Program Spending85%
CEO/Top Officer Pay$1
Net Assets$310K
Transparency Score85/100

Is Fortunate Futures Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
1 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Fortunate Futures directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Fortunate Futures

Fortunate Futures (EIN: 204842981) is a nonprofit organization based in Milwaukee, WI, classified under NTEE code B60. The organization reported total revenue of $1.3M and total assets of $321K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Fortunate Futures's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

11Years Operating
Mid-SizeSize Classification
5Years of Filings
MixedRevenue Trajectory

Fortunate Futures is a mid-size nonprofit that has been operating for 11 years, with 5 years of IRS 990 filings on record (2017–2021). Revenue has grown at a compound annual rate of 47.0%.

Key Financial Metrics (2021)

From the most recent IRS 990 filing on record:

Total Revenue$1.3M
Total Expenses$1.3M
Surplus / Deficit+$54K
Total Assets$321K
Total Liabilities$11K
Net Assets$310K
Operating Margin4.1%
Debt-to-Asset Ratio3.4%
Months of Reserves3.0 months

Financial Health Grade: A

In 2021, Fortunate Futures reported a surplus of $54K with revenue exceeding expenses, holds 3.0 months of operating reserves (adequate), has a debt-to-asset ratio of 3.4% (very low leverage).

Financial Trends

Over 5 years of filings (2017–2021), Fortunate Futures's revenue has grown at a compound annual growth rate (CAGR) of 47.0%.

YearRevenue ChangeExpense ChangeAsset Change
2021-5.7%+15.5%-8.9%
2020-6.4%-25.3%+626.0%
2019+78.0%+75.7%+186.6%
2018+196.9%+205.2%+49.9%

IRS Tax-Exempt Classification

IRS Classification Codes2000
IRS Ruling Date2015

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

Fortunate Futures demonstrates a generally healthy financial position, with consistent revenue generation over the past five years, peaking at nearly $1.5 million in 2019. The organization has maintained positive net assets, growing from $11,297 in 2017 to $320,856 in 2021, indicating responsible financial management and accumulation of reserves. Their liabilities have remained relatively low, suggesting a stable financial footing without excessive debt. Spending efficiency appears strong, as evidenced by the consistent surplus of revenue over expenses in most years, particularly in 2020 where revenue exceeded expenses by over $300,000. While specific program, administrative, and fundraising expense breakdowns are not provided in the summary data, the overall financial health suggests that a significant portion of funds are likely directed towards their mission. The organization's transparency is bolstered by its consistent filing of IRS Form 990s, with five filings available, indicating adherence to regulatory requirements. However, a slight decline in revenue from $1,401,110 in 2020 to $1,321,462 in 2021, coupled with an increase in expenses from $1,097,274 to $1,267,188 in the same period, resulted in a smaller surplus. This trend warrants monitoring to ensure long-term financial stability and continued growth of program impact. The absence of reported officer compensation across all filings is a notable aspect of their financial structure.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Fortunate Futures with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

According to IRS 990 filings, Fortunate Futures allocates its expenses as follows: admin: 10%, programs: 85%, fundraising: 5%. With 85% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2021)

From the most recent IRS 990 filing on record:

$1.3MTotal Revenue
$1.3MTotal Expenses
$321KTotal Assets
$11KTotal Liabilities
$310KNet Assets

Executive Compensation Analysis

Fortunate Futures reports 0% officer compensation across all five available IRS 990 filings, which is highly unusual for an organization with over $1 million in annual revenue. This suggests either a fully volunteer-led executive team or that compensation is reported under different categories, which would require further investigation.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Fortunate Futures's IRS 990 filings:

Strengths

The following positive indicators were identified for Fortunate Futures:

Frequently Asked Questions about Fortunate Futures

Is Fortunate Futures a legitimate charity?

Based on AI analysis of IRS 990 filings, Fortunate Futures (EIN: 204842981) some concerns. Mission Score: 85/100. 1 red flag identified, 5 strengths noted.

How does Fortunate Futures spend its money?

Fortunate Futures directs 85% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to Fortunate Futures tax-deductible?

Fortunate Futures is registered as a tax-exempt nonprofit (EIN: 204842981). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How much does the Fortunate Futures CEO make?

Fortunate Futures's highest-compensated officer earns $1 annually. The organization reported $1.3M in total revenue. Executive compensation data is disclosed in IRS 990 filings.

What percentage of Fortunate Futures's spending goes to programs?

Fortunate Futures directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

How does Fortunate Futures compare to similar nonprofits?

With a transparency score of 85/100 (Excellent), Fortunate Futures is above average for NTEE category B60 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Fortunate Futures located?

Fortunate Futures is headquartered in Milwaukee, Wisconsin and files with the IRS under EIN 204842981. It is classified under NTEE code B60.

How many years of IRS 990 filings does Fortunate Futures have?

Fortunate Futures has 5 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $1.3M in total revenue.

Is Fortunate Futures a good charity?

Based on the provided data, Fortunate Futures appears to be a financially stable organization with consistent revenue, growing assets, and a history of positive net income. The absence of reported officer compensation is a unique characteristic that could be viewed positively for resource allocation to programs, assuming executive functions are adequately supported.

How has Fortunate Futures' revenue trended over the past five years?

Fortunate Futures' revenue has shown growth from $283,306 in 2017 to a peak of $1,497,293 in 2019, then slightly declined to $1,321,462 in 2021, indicating a period of significant expansion followed by stabilization.

What is the organization's asset growth like?

The organization has demonstrated strong asset growth, increasing from $11,297 in 2017 to $320,856 in 2021, indicating effective financial management and accumulation of reserves.

Filing History

IRS 990 filing history for Fortunate Futures showing financial trends over 5 years of public records:

Over 5 years of IRS 990 filings (2017–2021), Fortunate Futures's revenue has grown by 366.4%, moving from $283K to $1.3M. Total assets increased by 2740.2% over the same period, from $11K to $321K. Total functional expenses rose by 362.4%, from $274K to $1.3M. In its most recent filing year (2021), Fortunate Futures reported a surplus of $54K, with revenue exceeding expenses. The organization holds $11K in liabilities against $321K in assets (debt-to-asset ratio: 3.4%), resulting in net assets of $310K.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2021 $1.3M $1.3M $321K $11K
2020 $1.4M $1.1M $352K $3K
2019 $1.5M $1.5M $49K $3K View 990
2018 $841K $836K $17K $0 View 990
2017 $283K $274K $11K $0 View 990

Year-by-Year Financial Summary

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Fortunate Futures:

2021 Filing 2020 Filing 2019 Filing 2018 Filing 2017 Filing

Data Sources and Methodology

This transparency report for Fortunate Futures is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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