THE COLLEGE OF WESTCHESTER FOUNDATION (EIN 201217284) - 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

2004

Legal Domicile

Principal Officer

KAREN SMITH

Phone

9148310464

Tax Period

2024-08-01 to 2025-07-31

THE COLLEGE OF WESTCHESTER FOUNDATION, founded in 2004, is a micro nonprofit in the Education sector that reported $73K in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. Expenses of $70K left a modest 4% surplus.

Mission

DEVELOP SCHOLARSHIP GRANT PROGRAM & SUPPORT STUDENT LARNING FOR STUDENTS WITH HIGH MOTIVATIONS & DESIRES, WHEREBY, ACHIEVING A VALUED COLLEGE EDUCATION.

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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 $60,229

Program Service Revenue $0

Investment Income $12,344

Other Revenue $0

TOTAL REVENUE $72,573

Expense Breakdown

Grants Paid $62,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $65,909

Other Expenses $7,679

TOTAL EXPENSES $69,679

Year-over-Year Comparison

	2024	2023	Change
Revenue	$72,573	$86,302	-0.2%
Expenses	$69,679	$74,471	-0.1%
Net Income	$2,894	$11,831	-0.8%

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

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
MARISSA WEIDNER	Trustee	1.00	Director	$0	$0	$0
KAREN SMITH	Vice President	1.00	Officer Director	$0	$0	$0
MARY BETH DELBALZO	President	1.00	Officer Director	$0	$0	$0
ANNETTE CASSERLY	Trustee	1.00	Director	$0	$0	$0
NANCY TRIM	Treasurer	1.00	Officer Director	$0	$0	$0
DR JENNIFER RATNER	President	1.00	Officer Director	$0	$0	$0
TED MILLER	Trustee	1.00	Director	$0	$0	$0
MARY MAGDALENE ANYANSI	Trustee	1.00	Director	$0	$0	$0
DAN LANSEN	Trustee	1.00	Director	$0	$0	$0
KRISTEN ALOUSA	Trustee	1.00	Director	$0	$0	$0
FRANCIS CALLAHAN	Trustee	1.00	Director	$0	$0	$0
MAX TORRES	Trustee	1.00	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
2025	$72,573	$69,679	$560,582	$2,894
2024	$86,302	$74,471	$548,207	$11,831
2023	$59,419	$67,449	$511,314	$-8,030

THE COLLEGE OF WESTCHESTER FOUNDATION