Westerly Education Endowment Fund Inc (EIN 201963637) - 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

2005

Legal Domicile

Phone

4018297494

Tax Period

2018-01-01 to 2018-12-31

Westerly Education Endowment Fund Inc, founded in 2005, is a micro nonprofit in the Education sector that reported $62K in total revenue in fiscal year 2018. Revenue decreased 17% compared to the prior year. The organization ran a surplus of $19K, a strong 30% operating margin.

Mission

To create, maintain and increase an endowment fund for the Westerly Public School District.

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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 (2018)

Revenue Breakdown

Contributions & Grants $17,229

Program Service Revenue $0

Investment Income $26,606

Other Revenue $18,381

TOTAL REVENUE $62,216

Expense Breakdown

Grants Paid $28,064

Salaries & Benefits $0

Fundraising Expenses $2,019

Program Expenses $29,393

Other Expenses $15,473

TOTAL EXPENSES $43,537

Year-over-Year Comparison

	2018	2017	Change
Revenue	$62,216	$74,535	-0.2%
Expenses	$43,537	$76,894	-0.4%
Net Income	$18,679	$-2,359	-8.9%

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
Michael Lynch	President	3.00	Officer Director	$0	$0	$0
Philip L Friend	Vice President	2.00	Officer Director	$0	$0	$0
Jeffrey Liguori	Treasurer	2.00	Officer Director	$0	$0	$0
Janell Hayes Bruno	Secretary	2.00	Officer Director	$0	$0	$0
Frances Prescott	Trustee	1.00	Director	$0	$0	$0
Anne Sculco	Trustee	1.00	Director	$0	$0	$0
Roy Seitsinger	Trustee	1.00	Director	$0	$0	$0
Aaron Morrone	Trustee	1.00	Director	$0	$0	$0
Jennifer Luther	Trustee	1.00	Director	$0	$0	$0
Ernie Muccio	Trustee	1.00	Director	$0	$0	$0
Stephen White	Trustee	1.00	Director	$0	$0	$0
Colleen Saila	Trustee	1.00	Director	$0	$0	$0
Margaret Fusaro	Trustee	1.00	Director	$0	$0	$0
Deborah Ventresca	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
2018	$62,216	$43,537	$77,224	$18,679

Westerly Education Endowment Fund Inc