MARGARET L WENDT FOUNDATION HOLDINGS INC (EIN 161479767) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1995

Legal Domicile

Principal Officer

THOMAS D LUNT

Phone

7168552146

Tax Period

2023-01-01 to 2023-12-31

MARGARET L WENDT FOUNDATION HOLDINGS INC, founded in 1995, is a micro nonprofit that reported $4K in total revenue in fiscal year 2023. Expenses of $280K exceeded revenue, resulting in a 7374% operating deficit.

Mission

THE EXCLUSIVE PURPOSE FOR WHICH THE CORPORATION WAS FORMED IS TO TAKE AND HOLD BY BEQUEST, DEVISE, GIFT, GRANT, PURCHASE, LEASE OR OTHERWISE ANY REAL OR PERSONAL PROPERTY, TO SELL, CONVEY, LEASE OR OTHERWISE DISPOSE OF ANY SUCH PROPERTY, TO COLLECT INCOME THEREFROM, AND REMIT SAID INCOME LESS EXPENDITURES TO THE MARGARET L. WENDT FOUNDATION, A RELATED 501(C)(3) ENTITY (PRIVATE FOUNDATION).

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $1

Other Revenue $3,752

TOTAL REVENUE $3,753

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $280,498

TOTAL EXPENSES $280,498

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,753	$3,918	0.0%
Expenses	$280,498	$373,893	-0.2%
Net Income	$-276,745	$-369,975	-0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER DAY DOMANSKI	TRUSTEE	4.00	Officer Director	$0	$0	$0
THOMAS D LUNT	TRUSTEE	4.00	Officer Director	$0	$0	$0
CLAIRE KRESSE WHITE	TRUSTEE	4.00	Officer 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	No data	No data	No data	No data
2023	$3,753	$280,498	$4,622,618	$-276,745
2022	$3,918	$373,893	$4,754,865	$-369,975
2021	$5,391	$303,881	$4,748,915	$-298,490
2020	$3,683	$292,705	$4,790,782	$-289,022
2019	$6,125	$443,309	$4,421,825	$-437,184
2018	$7,587	$10,008,599	$3,448,635	$-10,001,012

MARGARET L WENDT FOUNDATION HOLDINGS INC