WE CHARITY WILLIAM C MORAN & ASSOC PC (EIN 161533544) - 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

1996

Legal Domicile

Principal Officer

SCOTT BAKER

Phone

4169255894

Tax Period

2023-09-01 to 2024-08-31

WE CHARITY WILLIAM C MORAN & ASSOC PC, founded in 1996, is a community nonprofit in the International Affairs sector that reported $5.3M in total revenue in fiscal year 2023. Revenue surged 119% from the prior year, signaling strong growth momentum. Net assets of $12.7M represent 29 months of operating reserves.

Mission

WE CHARITY'S MISSION IS TO EMPOWER PEOPLE TO CHANGE THE WORLD, LOCALLY AND GLOBALLY, ACHIEVING TRANSFORMATIVE OUTCOMES FOR THEMSELVES AND OTHERS.

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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 $4,010,830

Program Service Revenue $0

Investment Income $827,457

Other Revenue $464,656

TOTAL REVENUE $5,302,943

Expense Breakdown

Grants Paid $240,000

Salaries & Benefits $432,658

Fundraising Expenses $239,065

Program Expenses $5,099,016

Other Expenses $4,970,789

TOTAL EXPENSES $5,643,447

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,302,943	$2,418,093	+1.2%
Expenses	$5,643,447	$6,248,057	-0.1%
Net Income	$-340,504	$-3,829,964	-0.9%

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

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
KANNAN ARASARATNAM	BOARD MEMBER	2.00	Director	$0	$0	$0
GERRY CONNELLY	BOARD CHAIR	2.00	Director	$0	$0	$0
ANDREA FARRIS	BOARD MEMBER	2.00	Director	$0	$0	$0
STANLEY HAINSWORTH	BOARD MEMBER	2.00	Director	$0	$0	$0
MIRANDA TOLLMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
SCOTT BAKER	EXECUTIVE DI	2.00	Officer	$0	$0	$0
SERENA ZHANG	CFO	2.00	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
2024	$5,302,943	$5,643,447	$13,392,243	$-340,504
2023	$2,418,093	$6,248,057	$13,382,039	$-3,829,964
2022	$8,928,709	$6,071,069	$17,682,739	$2,857,640
2021	$8,510,977	$9,226,937	$15,990,436	$-715,960
2020	$31,078,742	$26,146,513	$19,639,434	$4,932,229
2019	$31,141,326	$32,598,690	$11,761,094	$-1,457,364

WE CHARITY WILLIAM C MORAN & ASSOC PC