WALTHAM COMMUNITY FOUNDATION INC (EIN 042105808) - 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

1951

Legal Domicile

Principal Officer

FREDERICK WILDER

Phone

3392223383

Tax Period

2024-01-01 to 2024-12-31

WALTHAM COMMUNITY FOUNDATION INC, founded in 1951, is a micro nonprofit that reported $38K in total revenue in fiscal year 2024. Revenue surged 71% from the prior year, signaling strong growth momentum. The organization ran a surplus of $10K, a strong 27% operating margin.

Mission

DISTRIBUTION OF GRANTS TO COMMUNITY AGENCIES IN WALTHAM.

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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

Program Service Revenue $0

Investment Income $36,670

Other Revenue $0

TOTAL REVENUE $37,670

Expense Breakdown

Grants Paid $24,700

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $24,700

Other Expenses $2,922

TOTAL EXPENSES $27,622

Year-over-Year Comparison

	2024	2023	Change
Revenue	$37,670	$21,978	+0.7%
Expenses	$27,622	$23,816	+0.2%
Net Income	$10,048	$-1,838	-6.5%

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
FREDERICK WILDER	TREASURER	N/A	Officer Director	$0	$0	$0
WILLIAM VANDERCLOCK	PRESIDENT	N/A	Officer	$0	$0	$0
VALERIE RANDALL	CLERK	N/A	Officer	$0	$0	$0
JAMES BARON	DIRECTOR	N/A	Director	$0	$0	$0
CARL D'ANGIO	DIRECTOR	N/A	Director	$0	$0	$0
ANITA D'ANGIO	DIRECTOR	N/A	Director	$0	$0	$0
FLORA D'ANGIO	DIRECTOR	N/A	Director	$0	$0	$0
MERRILL GRIFF	DIRECTOR	N/A	Director	$0	$0	$0
ALAN HUMBERT	DIRECTOR	N/A	Director	$0	$0	$0
KAREN MEGERDICHIAN	DIRECTOR	N/A	Director	$0	$0	$0
MICHELE DALY	DIRECTOR	N/A	Director	$0	$0	$0
ED SARGAVAKIAN	DIRECTOR	N/A	Director	$0	$0	$0
MIKE BUNDY	DIRECTOR	N/A	Director	$0	$0	$0
SUSAN ADAMS	DIRECTOR	N/A	Director	$0	$0	$0
DIANA WOLMAN BAKER	DIRECTOR	N/A	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	$37,670	$27,622	$523,866	$10,048
2023	$21,978	$23,816	$513,818	$-1,838
2022	$28,939	$22,602	$515,656	$6,337
2021	$35,112	$20,132	$509,319	$14,980
2020	$22,098	$19,472	$494,339	$2,626

WALTHAM COMMUNITY FOUNDATION INC