WOODS HOLE FOUNDATION INC (EIN 042601182) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1976

Legal Domicile

Principal Officer

PATRICIA DEMAREST

Phone

5082213521

Tax Period

2024-01-01 to 2024-12-31

WOODS HOLE FOUNDATION INC, founded in 1976, is a small nonprofit that reported $200K in total revenue in fiscal year 2024. Revenue surged 133% from the prior year, signaling strong growth momentum. The organization ran a surplus of $44K, a strong 22% operating margin.

Mission

PROVIDE DONATIONS TO LOCAL AREA ORGANIZATIONS THAT PROVIDE VARIOUS CHARITABLE SERVICES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $36,190

Program Service Revenue $0

Investment Income $155,472

Other Revenue $8,184

TOTAL REVENUE $199,846

Expense Breakdown

Grants Paid $148,083

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $148,083

Other Expenses $7,461

TOTAL EXPENSES $155,544

Year-over-Year Comparison

	2024	2023	Change
Revenue	$199,846	$85,776	+1.3%
Expenses	$155,544	$166,738	-0.1%
Net Income	$44,302	$-80,962	-1.5%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIMBERLY HARE	PRESIDENT	005.00	Officer Director	$0	$0	$0
LAUREN HOYERMAN	VICE PRESIDENT	005.00	Officer Director	$0	$0	$0
PATRICIA DEMAREST	TREASURER	005.00	Officer Director	$0	$0	$0
MATTHEW PERSON	SECRETARY	005.00	Officer Director	$0	$0	$0
DAVID HULBERT	RECORDING SECRETARY	001.00	Director	$0	$0	$0
SANDIPA SINGH	PROPERTY MANAGER	001.00	Director	$0	$0	$0
ALISON KLINE	DIRECTOR	001.00	Director	$0	$0	$0
DANIEL GOMEZ IBANEZ	DIRECTOR	001.00	Director	$0	$0	$0
RACHEL SWITZER	DIRECTOR	001.00	Director	$0	$0	$0
THOMAS VOSE	DIRECTOR	001.00	Director	$0	$0	$0
MARY GRIFFITHS	DIRECTOR	001.00	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	$199,846	$155,544	$4,414,647	$44,302
2023	$85,776	$166,738	$3,677,228	$-80,962
2022	$73,640	$129,281	$3,089,046	$-55,641
2021	$87,599	$124,211	$3,821,590	$-36,612
2020	$126,419	$106,369	$3,147,818	$20,050
2019	$88,822	$110,491	$2,751,684	$-21,669
2018	$72,185	$105,964	$2,263,920	$-33,779

WOODS HOLE FOUNDATION INC