WORLD FEDERALIST ASSOCIATION ENDOWMENT FUND TRUST (EIN 202478076) - 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

1982

Legal Domicile

Principal Officer

TOBI OJO

Phone

7038928663

Tax Period

2023-10-01 to 2024-09-30

WORLD FEDERALIST ASSOCIATION ENDOWMENT FUND TRUST, founded in 1982, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $123K in total revenue in fiscal year 2023. Revenue surged 217% from the prior year, signaling strong growth momentum. The organization ran a surplus of $23K, a strong 19% operating margin.

Mission

To provide a stable source of operating funds to World Federalist Association dba Citizens for Global Solutions Education Fund

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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 $47

Program Service Revenue $0

Investment Income $123,407

Other Revenue $0

TOTAL REVENUE $123,454

Expense Breakdown

Grants Paid $100,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $100,000

Other Expenses $250

TOTAL EXPENSES $100,250

Year-over-Year Comparison

	2023	2022	Change
Revenue	$123,454	$38,904	+2.2%
Expenses	$100,250	$100,000	+0.0%
Net Income	$23,204	$-61,096	-1.4%

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
TOBI OJO	CHAIR	1.0	Director	$0	$0	$0
BRYAN MACPHERSON	SECRETARY	1	Director	$0	$0	$0
LARRY DAVID	TRUSTEE	0.5	Director	$0	$0	$0
TOM CAMERELLA	TRUSTEE	0.5	Director	$0	$0	$0
JORDAN BANKHEAD	TRUSTEE	0.5	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
2024	$123,454	$100,250	$2,781,908	$23,204
2023	$38,904	$100,000	$2,194,345	$-61,096
2022	$61,778	$100,000	$2,174,175	$-38,222
2021	$604,536	$35,027	$2,602,201	$569,509
2020	$281,159	$50,025	$1,871,130	$231,134

WORLD FEDERALIST ASSOCIATION ENDOWMENT FUND TRUST