WALLINGFORD FOUNDATION (EIN 222979408) - 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

1966

Legal Domicile

Principal Officer

KEVIN O'ROURKE

Phone

2032692723

Tax Period

2024-07-01 to 2025-06-30

WALLINGFORD FOUNDATION, founded in 1966, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $101K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Expenses of $87K left a modest 14% surplus.

Mission

SUPPORT CHARITABLE CAUSES

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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 $18,150

Program Service Revenue $0

Investment Income $43,396

Other Revenue $39,695

TOTAL REVENUE $101,241

Expense Breakdown

Grants Paid $77,101

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $84,979

Other Expenses $10,328

TOTAL EXPENSES $87,429

Year-over-Year Comparison

	2024	2023	Change
Revenue	$101,241	$109,497	-0.1%
Expenses	$87,429	$64,836	+0.3%
Net Income	$13,812	$44,661	-0.7%

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
JANE FISHER	VICE CHAIR	2.00	Director	$0	$0	$0
KEVIN O'ROURKE	CHAIR	2.00	Officer Director	$0	$0	$0
JOHN SCHAEFER	TREASURER	2.00	Director	$0	$0	$0
SARAH TAUSSIK	SECRETARY	2.00	Director	$0	$0	$0
DONNA ZONA	TRUSTEE	2.00	Officer 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
2025	$101,241	$87,429	$1,619,883	$13,812
2024	$109,497	$64,836	$1,554,098	$44,661
2023	$108,850	$79,237	$1,372,221	$29,613
2022	$115,207	$64,213	$1,300,194	$50,994
2021	$111,813	$62,044	$1,301,926	$49,769
2020	$110,973	$64,059	$1,094,837	$46,914
2019	$84,586	$64,359	$1,111,316	$20,227

WALLINGFORD FOUNDATION