THE WINDSOR CHARITABLE FOUNDATION (EIN 201841331) - 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

ROBERT TOOMEY

Phone

7723888380

Tax Period

2023-01-01 to 2023-12-31

THE WINDSOR CHARITABLE FOUNDATION, founded in 2004, is a micro nonprofit in the Education sector that reported $6K in total revenue in fiscal year 2023. Revenue fell 99% from the prior year — a significant decline worth monitoring. Expenses of $19K exceeded revenue, resulting in a 224% operating deficit.

Mission

THE FOUNDATION SERVES AS A LEADER, CATALYST, AND RESOURCE FOR PHILANTHROPIC INDIVIDUALS AND ORGANIZATIONS TO EXPAND, ENHANCE, AND SUSTAIN THE QUALITY OF LIFE IN THE WINDSOR COMMUNITY. THE FOUNDATION IS AN INDEPENDENT, NOT- FOR-PROFIT ORGANIZATION - A PUBLIC CHARITY, WHICH RAISES FUNDS THAT ARE THEN GRANTED TO FUND PROGRAMS THAT BENEFIT BOTH LOCAL AND NATIONAL CHARITIES.

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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 $5,886

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $5,886

Expense Breakdown

Grants Paid $6,086

Salaries & Benefits $0

Fundraising Expenses $1,500

Program Expenses $6,086

Other Expenses $12,990

TOTAL EXPENSES $19,076

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,886	$498,304	-1.0%
Expenses	$19,076	$409,572	-1.0%
Net Income	$-13,190	$88,732	-1.1%

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
ROBERT TOOMEY	TREASURER	N/A	Officer Director	$0	$0	$0
ELIZABETH HANLEY	VICE CHAIR	N/A	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	No data	No data	No data	No data
2023	$5,886	$19,076	$697,472	$-13,190
2022	$498,304	$409,572	$218,818	$88,732
2021	$70,494	$15,651	$533,768	$54,843
2020	$529,832	$488,180	$114,678	$41,652
2019	$31,899	$56,740	$319,267	$-24,841
2018	$610,596	$633,289	$37,355	$-22,693

THE WINDSOR CHARITABLE FOUNDATION