WESTMINSTER FOUNDATION (EIN 201405438) - 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

PAMELA HOKANSON

Phone

7168487531

Tax Period

2024-07-01 to 2025-06-30

WESTMINSTER FOUNDATION, founded in 2004, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $716K in total revenue in fiscal year 2024. Revenue surged 118% from the prior year, signaling strong growth momentum. Expenses of $1.0M exceeded revenue, resulting in a 45% operating deficit.

Mission

INTEGRATED TEAM OF ENGAGED PROFESSIONALS FOCUSED ON REVITALIZATION THROUGH 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 $548,091

Program Service Revenue $0

Investment Income $167,802

Other Revenue $462

TOTAL REVENUE $716,355

Expense Breakdown

Grants Paid $146,265

Salaries & Benefits $0

Fundraising Expenses $12,959

Program Expenses $945,594

Other Expenses $893,803

TOTAL EXPENSES $1,040,068

Year-over-Year Comparison

	2024	2023	Change
Revenue	$716,355	$328,884	+1.2%
Expenses	$1,040,068	$2,711,794	-0.6%
Net Income	$-323,713	$-2,382,910	-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

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
TRACY S WOODROW	CHAIR	1.00	Officer Director	$0	$0	$0
AMY J MESI	SECRETARY (THROUGH 12/2024)	1.00	Officer Director	$0	$0	$0
BRITTANY OWENS	SECRETARY (EFFECTIVE 1/2025)	1.00	Officer Director	$0	$0	$0
ROBERT BENNETT	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH CZARNECKI	DIRECTOR	1.00	Director	$0	$0	$0
RASHIDA DOWELL	DIRECTOR	1.00	Director	$0	$0	$0
ERIC FELDSTEIN	DIRECTOR	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	$716,355	$1,040,068	$5,952,758	$-323,713
2024	$328,884	$2,711,794	$6,331,229	$-2,382,910
2023	$159,741	$1,285,268	$8,834,532	$-1,125,527
2022	$2,999,517	$2,295,649	$9,595,942	$703,868
2021	$3,504,589	$3,073,314	$9,317,919	$431,275

WESTMINSTER FOUNDATION