WEST IRONDEQUOIT FOUNDATION (EIN 161316910) - 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

1987

Legal Domicile

Principal Officer

JOHN LOURY

Phone

5853363067

Tax Period

2023-01-01 to 2023-12-31

WEST IRONDEQUOIT FOUNDATION, founded in 1987, is a micro nonprofit that reported $55K in total revenue in fiscal year 2023. Revenue surged 58% from the prior year, signaling strong growth momentum. Net assets of $925K represent 201 months of operating reserves.

Mission

TO PROVIDE FUNDING TO ENHANCE THE EDUCATIONAL PROGRAMS AT THE WEST IRONDEQUOIT CENTRAL SCHOOL DISTRICT.

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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 $37,788

Program Service Revenue $0

Investment Income $0

Other Revenue $17,438

TOTAL REVENUE $55,226

Expense Breakdown

Grants Paid $45,981

Salaries & Benefits $0

Fundraising Expenses $6,171

Program Expenses $45,981

Other Expenses $8,682

TOTAL EXPENSES $54,663

Year-over-Year Comparison

	2023	2022	Change
Revenue	$55,226	$34,918	+0.6%
Expenses	$54,663	$116,068	-0.5%
Net Income	$563	$-81,150	-1.0%

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
JOHN LOURY	PRESIDENT	1.00	Officer	$0	$0	$0
DONNA DEPETERS	VICE PRESIDENT	1.00	Officer	$0	$0	$0
TERESA MUELLER	TREASURER	1.00	Officer	$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
2023	$55,226	$54,663	$924,727	$563
2022	$34,918	$116,068	$871,405	$-81,150
2021	$52,129	$13,861	$1,045,803	$38,268
2020	$32,132	$88,497	$885,941	$-56,365

WEST IRONDEQUOIT FOUNDATION