WORLD EDUCATION AND DEVELOPMENT FUND (EIN 030483824) - 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

2002

Legal Domicile

Principal Officer

VICTOR LLANTADA

Phone

2027381341

Tax Period

2024-10-01 to 2025-09-30

WORLD EDUCATION AND DEVELOPMENT FUND, founded in 2002, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.5M in total revenue in fiscal year 2024. Revenue surged 48% from the prior year, signaling strong growth momentum. Expenses of $1.4M left a modest 10% surplus.

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 (2024)

Revenue Breakdown

Contributions & Grants $1,457,225

Program Service Revenue $0

Investment Income $80,703

Other Revenue $0

TOTAL REVENUE $1,537,928

Expense Breakdown

Grants Paid $0

Salaries & Benefits $763,622

Fundraising Expenses $92,245

Program Expenses $1,003,145

Other Expenses $622,545

TOTAL EXPENSES $1,386,167

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,537,928	$1,035,860	+0.5%
Expenses	$1,386,167	$1,453,117	0.0%
Net Income	$151,761	$-417,257	-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

$249,811

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VALERIA GONZALEZ	CO - CHAIR	0.50	Officer Director	$0	$0	$0
TARA KENNEY	CO - CHAIR	0.50	Officer Director	$0	$0	$0
EMILIO SAIZ	SECRETARY	0.50	Officer Director	$0	$0	$0
MARY BOURQUE	DIRECTOR	0.50	Director	$0	$0	$0
KATHERINE SHEA WESTRA	DIRECTOR	0.50	Director	$0	$0	$0
JANE WINSLOW	DIRECTOR	0.50	Director	$0	$0	$0
ARTURO LOPEZ MARTIN	DIRECTOR	0.50	Director	$0	$0	$0
CECILIA BILESIO	DIRECTOR	0.50	Director	$0	$0	$0
SUSANNA COPPEL	DIRECTOR	0.50	Director	$0	$0	$0
LISANDRO MIGUENS	DIRECTOR	0.50	Director	$0	$0	$0
LUANE ZURLO	DIRECTOR	0.50	Director	$0	$0	$0
PAMELA GUZMAN	DIRECTOR	0.50	Director	$0	$0	$0
BRADSHAW MCKEE	DIRECTOR	0.50	Director	$0	$0	$0
GORDON LEE	DIRECTOR	0.50	Director	$0	$0	$0
PARICIA VAZQUEZ	DIRECTOR	0.50	Director	$0	$0	$0
VICTOR LLANTADA	CFO	40.00	Officer	$127,895	$4,570	$132,465
MANUEL BRAVO	PROGRAM DIRECTOR	40.00	Officer	$113,657	$3,689	$117,346

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	$1,537,928	$1,386,167	$1,876,142	$151,761
2024	$1,035,860	$1,453,117	$1,686,527	$-417,257
2023	$1,605,576	$1,405,898	$2,390,257	$199,678
2022	$1,618,572	$1,674,651	$2,556,678	$-56,079
2022	$1,618,572	$1,674,651	$2,556,678	$-56,079
2021	$1,552,514	$1,818,850	$2,635,044	$-266,336
2020	$2,035,212	$1,868,734	$2,804,959	$166,478
2019	$1,899,862	$3,150,874	$3,121,967	$-1,251,012
2018	$2,992,355	$3,850,185	$4,507,840	$-857,830

WORLD EDUCATION AND DEVELOPMENT FUND