The Greater Waverly Foundation (EIN 113678686) - 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

2003

Legal Domicile

Principal Officer

Catherine Lewis

Phone

8032106939

Tax Period

2024-01-01 to 2024-12-31

The Greater Waverly Foundation, founded in 2003, is a small nonprofit in the Human Services sector that reported $326K in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $91K, a strong 28% operating margin.

Mission

The Greater Waverly Foundation was established to provide educational resources such as virtual tutoring computer access classes homework assistance and finance management to families; to reduce food vulnerability in a community declared a food desert by the Dept of Agriculture through a weekly food bank and the establishment of a community garden; and to present historical information celebrations at a low cost to the surrounding communities.

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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 $311,228

Program Service Revenue $14,542

Investment Income $255

Other Revenue $0

TOTAL REVENUE $326,025

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $234,694

Other Expenses $235,294

TOTAL EXPENSES $235,294

Year-over-Year Comparison

	2024	2023	Change
Revenue	$326,025	$269,300	+0.2%
Expenses	$235,294	$64,265	+2.7%
Net Income	$90,731	$205,035	-0.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Catherine Lewis	President	20.00	Officer	$0	$0	$0
Jennifer McClary	Vice President	10.00	Officer	$0	$0	$0
T Wayne Gilbert	Treasurer	5.00	Officer	$0	$0	$0
Greta Avery	Secretary	3.00	Officer	$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	$326,025	$235,294	$219,000	$90,731
2023	$269,300	$64,265	$269,300	$205,035

The Greater Waverly Foundation