W R WHITNEY TR UW BO SCHENECTADY F… - Form 990 Financial Data

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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

TRUSTCO BANK

Phone

5183813643

Tax Period

2024-01-01 to 2024-12-31

W R WHITNEY TR UW BO SCHENECTADY FOUNDATION, founded in 1979, is a small nonprofit that reported $254K in total revenue in fiscal year 2024. Revenue surged 114% from the prior year, signaling strong growth momentum. The organization ran a surplus of $157K, a strong 62% operating margin.

Mission

TO SUPPORT THE SCHENECTADY FOUNDATION ENDOWMENT FUND.

Program Service Accomplishments

Program 1

Expenses: $88,027

CHARITABLE CONTRIBUTIONS PAID IN ACCORDANCE WITH TERMS OF WILL. CONTRIBUTIONS WERE PAID TO THE SCHENECTADY FOUNDATION ENDOWMENT FUND.

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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 $0

Program Service Revenue $0

Investment Income $253,922

Other Revenue $0

TOTAL REVENUE $253,922

Expense Breakdown

Grants Paid $88,027

Salaries & Benefits $7,806

Fundraising Expenses $0

Program Expenses $88,027

Other Expenses $750

TOTAL EXPENSES $96,583

Year-over-Year Comparison

	2024	2023	Change
Revenue	$253,922	$118,600	+1.1%
Expenses	$96,583	$83,813	+0.2%
Net Income	$157,339	$34,787	+3.5%

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
TRUSTCO BANK	TRUSTEE	1.00		$7,806	$0	$7,806

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	$253,922	$96,583	$2,169,056	$157,339
2023	$118,600	$83,813	$2,011,717	$34,787
2022	$101,779	$66,372	$1,976,930	$35,407
2021	$323,370	$58,534	$1,941,523	$264,836
2020	$97,400	$54,177	$1,676,687	$43,223

W R WHITNEY TR UW BO SCHENECTADY FOUNDATION