Gildersleeve Wheeler Education Fund (EIN 066023887) - 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

2004

Legal Domicile

Principal Officer

Howard Rosenbaum Lead Trustee

Phone

8603426726

Tax Period

2023-01-01 to 2023-12-31

Gildersleeve Wheeler Education Fund, founded in 2004, is a small nonprofit in the Education sector that reported $153K in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $40K, a strong 26% operating margin.

Mission

The Gildersleeve Wheeler Education Fund supports public education in the Town of Portland, Connecticut.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $153,335

Other Revenue $0

TOTAL REVENUE $153,335

Expense Breakdown

Grants Paid $91,727

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $91,727

Other Expenses $21,742

TOTAL EXPENSES $113,469

Year-over-Year Comparison

	2023	2022	Change
Revenue	$153,335	$168,584	-0.1%
Expenses	$113,469	$93,873	+0.2%
Net Income	$39,866	$74,711	-0.5%

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
Howard Rosenbaum Dec'd 824	Trustee / Lead	1.00	Officer Director	$0	$0	$0
Diane K Bascom	Trustee	1.00	Director	$0	$0	$0
Andrew Bauer	Trustee	1.00	Director	$0	$0	$0
Sue Burgess	Trustee	1.00	Director	$0	$0	$0
Stephanie Tatro	Treasurer	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	No data	No data	No data	No data
2023	$153,335	$113,469	$2,770,354	$39,866
2022	$168,584	$93,873	$2,485,407	$74,711
2021	$170,894	$45,270	$3,095,867	$125,624
2020	$67,580	$123,283	$2,683,986	$-55,703
2019	$78,405	$62,469	$2,375,480	$15,936
2018	$98,503	$137,971	$1,986,037	$-39,468

Gildersleeve Wheeler Education Fund