REINVENTING BRETTON WOODS FOUNDATION (EIN 133784643) - 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

MARC UZAN

Phone

9172827970

Tax Period

2023-07-01 to 2024-06-30

REINVENTING BRETTON WOODS FOUNDATION, founded in 1994, is a small nonprofit in the International Affairs sector that reported $322K in total revenue in fiscal year 2023. Revenue fell 38% from the prior year — a significant decline worth monitoring. Expenses of $432K exceeded revenue, resulting in a 34% operating deficit.

Mission

TO PROMOTE THINKING THROUGH CONFERENCES ACROSS THE WORLD.

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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 $35,000

Program Service Revenue $285,822

Investment Income $1,372

Other Revenue $0

TOTAL REVENUE $322,194

Expense Breakdown

Grants Paid $0

Salaries & Benefits $333,722

Fundraising Expenses $0

Program Expenses $427,202

Other Expenses $98,196

TOTAL EXPENSES $431,918

Year-over-Year Comparison

	2023	2022	Change
Revenue	$322,194	$522,478	-0.4%
Expenses	$431,918	$462,190	-0.1%
Net Income	$-109,724	$60,288	-2.8%

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

$250,250

Total Directors

$250,250

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARC UZAN	PRESIDENT & EXECUTIVE DIRECTOR	40.00	Officer Director	$145,500	$12,500	$158,000
MIRIAM CAHN YOSHIDA	SECRETARY	40.00	Officer Director	$0	$0	$0
CLEA FERNANDEZ	TREASURER	40.00	Officer Director	$84,000	$8,250	$92,250

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
2025	No data	No data	No data	No data
2024	$322,194	$431,918	$189,511	$-109,724
2023	$522,478	$462,190	$358,542	$60,288
2022	$174,058	$225,313	$252,017	$-51,255
2021	$244,602	$196,110	$314,619	$48,492
2020	$347,425	$297,753	$297,516	$49,672
2019	$858,630	$1,057,213	$92,526	$-198,583
2018	$432,446	$429,609	$315,224	$2,837

REINVENTING BRETTON WOODS FOUNDATION