THE WINDWARD ISLANDS RESEARCH AND EDUCATION FOUNDATION INC (EIN 133768443) - 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

1994

Legal Domicile

Principal Officer

MARGARET LAMBERT MA

Phone

6316658500

Tax Period

2023-09-01 to 2024-08-31

THE WINDWARD ISLANDS RESEARCH AND EDUCATION FOUNDATION INC, founded in 1994, is a community nonprofit in the International Affairs sector that reported $1.9M in total revenue in fiscal year 2023. Revenue surged 59% from the prior year, signaling strong growth momentum. Expenses of $1.7M left a modest 13% surplus.

Mission

To advance health and sustainable environmental development through multi-disciplinary research and education programs. To promote collaborative relationships between internationally recognized scholars and regional scientists, and by adhering to the highest ethical and academic standards in the design and conduct of research.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,898,046

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,898,046

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,574,721

Other Expenses $1,653,482

TOTAL EXPENSES $1,653,482

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,898,046	$1,191,353	+0.6%
Expenses	$1,653,482	$999,107	+0.7%
Net Income	$244,564	$192,246	+0.3%

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
BARONESS HOWELLS OBE	President	1.00	Officer Director	$0	$0	$0
CALUM NL MACPHERSON PHD	Vice President	1.00	Officer Director	$0	$0	$0
MARGARET LAMBERT MA	Secretary/Treas	1.00	Officer Director	$0	$0	$0
KAREN LAWSON PHD	Director	1.00	Director	$0	$0	$0
ELLEN RATNER MED LLD	Director	1.00	Director	$0	$0	$0
ESPERANCE SCHAEFER MD MPH	Director	1.00	Director	$0	$0	$0
TREVOR P NOEL MPH PHD	Deputy Director	1.00	Officer Director	$0	$0	$0
JOSEPH FELDMAN MD	Director	1.00	Director	$0	$0	$0
KIRANI JAMES BSC	Director	1.00	Director	$0	$0	$0
GEORGE MCGUIRE MSC	Director	1.00	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	$1,898,046	$1,653,482	$1,362,489	$244,564
2023	$1,191,353	$999,107	$1,117,925	$192,246
2022	$1,346,764	$1,034,055	$925,679	$312,709
2021	$693,789	$681,333	$612,970	$12,456
2020	$794,035	$891,163	$600,514	$-97,128
2019	$729,599	$640,411	$697,642	$89,188
2018	$665,103	$517,255	$608,454	$147,848

THE WINDWARD ISLANDS RESEARCH AND EDUCATION FOUNDATION INC