WOMENS VENTURE FUND INC (EIN 133807693) - 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

MARIA OTERO

Phone

2125630499

Tax Period

2024-01-01 to 2024-12-31

WOMENS VENTURE FUND INC, founded in 1994, is a small nonprofit in the Community Improvement sector that reported $366K in total revenue in fiscal year 2024. Revenue surged 138% from the prior year, signaling strong growth momentum. Expenses of $322K left a modest 12% surplus.

Mission

HELPS WOMEN OF DIVERSE BACKGROUNDS ESTABLISH THRIVING BUSINESSES IN URBAN 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 $365,000

Program Service Revenue $1,243

Investment Income $0

Other Revenue $0

TOTAL REVENUE $366,243

Expense Breakdown

Grants Paid $0

Salaries & Benefits $270,712

Fundraising Expenses $15,583

Program Expenses $322,015

Other Expenses $51,303

TOTAL EXPENSES $322,015

Year-over-Year Comparison

	2024	2023	Change
Revenue	$366,243	$153,874	+1.4%
Expenses	$322,015	$231,859	+0.4%
Net Income	$44,228	$-77,985	-1.6%

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

N/A

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

$159,200

Total Directors

$159,200

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARIA OTERO	PRESIDENT & CEO	40.00	Officer Director	$159,200	$0	$159,200
ROSE KLIMOVICH	DIRECTOR	1.00	Director	$0	$0	$0
DARRELL W GUNTER	TREASURER	1.00	Director	$0	$0	$0
CHERL MILLS	DIRECTOR	1.00	Director	$0	$0	$0
PHOEBE WANG	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	$366,243	$322,015	$496,792	$44,228
2023	$153,874	$231,859	$163,591	$-77,985
2022	$145,313	$256,764	$262,019	$-111,451
2021	$238,177	$212,422	$361,629	$25,755
2020	$245,664	$181,693	$343,589	$63,971
2018	$203,209	$185,306	$337,095	$17,903

WOMENS VENTURE FUND INC