ASCENSION SETON WILLIAMSON FOUNDATION (EIN 205330986) - 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

2006

Legal Domicile

Phone

3147338000

Tax Period

2024-07-01 to 2025-06-30

ASCENSION SETON WILLIAMSON FOUNDATION, founded in 2006, is a community nonprofit that reported $2.5M in total revenue in fiscal year 2024. Revenue surged 36% from the prior year, signaling strong growth momentum. Expenses of $3.0M exceeded revenue, resulting in a 21% operating deficit.

Mission

TO ACTIVELY SEEK AND INVEST CHARITABLE SUPPORT FOR ASCENSION SETON, SO THAT THEY MAY IMPROVE THE HEALTH AND WELL-BEING OF ALL THE PEOPLE IN THE COMMUNITIES THEY SERVE.

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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 $2,096,757

Program Service Revenue $0

Investment Income $452,121

Other Revenue $-56,160

TOTAL REVENUE $2,492,718

Expense Breakdown

Grants Paid $2,464,942

Salaries & Benefits $0

Fundraising Expenses $455,654

Program Expenses $2,518,522

Other Expenses $548,240

TOTAL EXPENSES $3,013,182

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,492,718	$1,832,287	+0.4%
Expenses	$3,013,182	$1,287,343	+1.3%
Net Income	$-520,464	$544,944	-2.0%

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

$2,116,202

Total Directors

$513,481

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARRETT WOOD	CHAIR	1.0	Officer Director	$0	$0	$0
FRANK KRENEK	SECRETARY/TREASURER	1.0	Officer Director	$0	$0	$0
MICHAEL WHITE	VICE CHAIR	1.0	Officer Director	$0	$0	$0
MIGUEL ROMANO JR	EX-OFFICIO/PRESIDENT	0.0	Officer Director	$0	$35,659	$513,481
BENEDICT PATRICK	DIRECTOR	1.0	Director	$0	$0	$0
HOLLY COE	DIRECTOR	1.0	Director	$0	$0	$0
JOHN S AVERY JR	DIRECTOR	1.0	Director	$0	$0	$0
LINDSAY SHAPPEE	DIRECTOR	1.0	Director	$0	$0	$0
NANCY CROUSE	DIRECTOR	1.0	Director	$0	$0	$0
NATHAN PETTUS	DIRECTOR	1.0	Director	$0	$0	$0
NICK ALBINO	DIRECTOR	1.0	Director	$0	$0	$0
NYLE MAXWELL JR	DIRECTOR	1.0	Director	$0	$0	$0
TIM GENTZ	DIRECTOR	1.0	Director	$0	$0	$0
ANDREW LANE	CFO, MINISTRY MARKET (START 2/2025)	0.0	Officer	$0	$42,170	$634,596
DANIEL W HUFFINE	CFO, MINISTRY MARKET (END 1/2025)	0.0	Officer	$0	$39,144	$968,125
SCOTT HERNDON	FORMER OFFICER (END 8/2022)	0.0		$0	$60,464	$1,845,616

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	$2,492,718	$3,013,182	$12,993,648	$-520,464
2024	$1,832,287	$1,287,343	$12,445,957	$544,944
2023	$2,352,645	$1,323,044	$11,270,481	$1,029,601
2022	$1,667,347	$884,803	$10,043,950	$782,544
2021	$3,352,122	$1,185,369	$9,828,807	$2,166,753
2020	$608,451	$1,044,071	$3,017,956	$-435,620
2019	$943,251	$1,731,255	$2,681,382	$-788,004
2018	$1,592,758	$1,282,740	$2,759,681	$310,018

ASCENSION SETON WILLIAMSON FOUNDATION