W R WHITNEY TR UW BO SCHENECTADY FOUNDATION

EIN: 146104729 501(c)(3)

ALBANY, NY

Total Revenue
$253,922
Total Expenses
$96,583
Total Assets
$2,169,056
Net Assets
$2,169,056
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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
NY
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.

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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%)

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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

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Governance

Voting Members
1
Independent Members
1
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
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
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