THE WILSON FOUNDATIONINC (EIN 221613656) - 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

1909

Legal Domicile

Phone

9734762805

Tax Period

2023-07-01 to 2024-06-30

THE WILSON FOUNDATIONINC, founded in 1909, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $85K in total revenue in fiscal year 2023. Revenue surged 39% from the prior year, signaling strong growth momentum. Expenses of $165K exceeded revenue, resulting in a 94% operating deficit.

Mission

THE MISSION IS TO OFFER STUDENTS AND EDUCATORS OF ALL AGES THE OPPORTUNITY TO APPLY FOR FUNDS TO HELP OFFSET EXPENSES NEEDED FOR EDUCATIONAL PROGRAMS, WHETHER IN THE FORM OF TUITION OR EXTRACURRICULAR ACTIVITIES SUCH AS EDUCATION TRAVEL PRGRAMS, CAMPS AND COLLEGE CLASSES

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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 $0

Program Service Revenue $0

Investment Income $85,030

Other Revenue $0

TOTAL REVENUE $85,030

Expense Breakdown

Grants Paid $144,179

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $144,179

Other Expenses $20,873

TOTAL EXPENSES $165,052

Year-over-Year Comparison

	2023	2022	Change
Revenue	$85,030	$61,384	+0.4%
Expenses	$165,052	$140,622	+0.2%
Net Income	$-80,022	$-79,238	+0.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAROLYN BORLO	Treasurer	20.00	Officer Director	$0	$0	$0
BETSY CHANDLER	Vice President	10.00	Officer Director	$0	$0	$0
MELISSA BURNSIDE	President	10.00	Director	$0	$0	$0
REV DR DEBRA DUKE	Trustee	5.00	Director	$0	$0	$0
JAMES M COOK	Trustee	5.00	Director	$0	$0	$0
HENRY MODZELEWSKI	Trustee	5.00	Officer Director	$0	$0	$0
LINDA MYERS	Trustee	5.00	Director	$0	$0	$0
CHRISTOPHER VAKULCHIK	Secretary	10.00	Director	$0	$0	$0
JIM TONELLI	Trustee	5.00	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
2024	$85,030	$165,052	$2,242,165	$-80,022
2023	$61,384	$140,622	$2,032,601	$-79,238
2022	$83,826	$168,477	$2,014,376	$-84,651
2021	$73,413	$82,640	$2,248,572	$-9,227
2020	$77,675	$81,801	$2,042,425	$-4,126
2019	$65,491	$72,438	$2,219,593	$-6,947
2018	$69,645	$76,313	$2,134,313	$-6,668

THE WILSON FOUNDATIONINC