WOODLAWN FOUNDATION (EIN 133055729) - 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

1979

Legal Domicile

Principal Officer

ANTHONY M MCCARTHY

Phone

9146323778

Tax Period

2022-07-01 to 2023-06-30

WOODLAWN FOUNDATION, founded in 1979, is a mid-sized nonprofit in the Religion sector that reported $17.9M in total revenue in fiscal year 2022. Revenue decreased 8% compared to the prior year. Net assets of $44.9M represent 30 months of operating reserves.

Mission

WOODLAWN FOUNDATION, INC. SOLICITS CONTRIBUTIONS AND PROVIDES GRANTS TO NONPROFIT ORGANIZATIONS THAT RECEIVE PASTORAL CARE FROM THE CATHOLIC PRELATURE OF OPUS DEI.

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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 (2022)

Revenue Breakdown

Contributions & Grants $17,089,333

Program Service Revenue $472,635

Investment Income $342,041

Other Revenue $0

TOTAL REVENUE $17,904,009

Expense Breakdown

Grants Paid $15,567,753

Salaries & Benefits $457,691

Fundraising Expenses $10,059

Program Expenses $16,452,259

Other Expenses $1,733,989

TOTAL EXPENSES $17,759,433

Year-over-Year Comparison

	2022	2021	Change
Revenue	$17,904,009	$19,429,525	-0.1%
Expenses	$17,759,433	$20,531,740	-0.1%
Net Income	$144,576	$-1,102,215	-1.1%

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

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

$135,771

Total Directors

$135,771

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANTHONY M MCCARTHY	PRESIDENT	10.00	Officer Director	$0	$0	$0
CHARLES CUSHNIE	EXECUTIVE DIRECTOR AND VIC	30.00	Officer Director	$4,577	$3,750	$8,327
MICHAEL A COAN	VICE PRESIDENT	10.00	Officer Director	$17,000	$11,250	$28,250
EDWIN S TECARRO	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
JOHN M WILDES	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
GREGORY A BYRNES	SECRETARY	30.00	Officer Director	$67,194	$0	$67,194
ARTHUR KIM C RIVERA	TREASURER	35.00	Officer Director	$17,000	$15,000	$32,000

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
2023	$17,904,009	$17,759,433	$51,945,230	$144,576
2022	$19,429,525	$20,531,740	$49,431,084	$-1,102,215
2021	$25,049,674	$18,473,675	$58,943,273	$6,575,999
2020	$17,543,134	$19,464,401	$44,233,723	$-1,921,267
2019	$15,054,861	$19,759,238	$47,584,215	$-4,704,377
2018	$25,187,919	$19,358,732	$52,652,240	$5,829,187

WOODLAWN FOUNDATION