THE WAGNER FAMILY FOUNDATION (EIN 233064452) - 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

2000

Legal Domicile

Principal Officer

SCOTT HALL

Phone

2159132027

Tax Period

2023-01-01 to 2023-12-31

THE WAGNER FAMILY FOUNDATION, founded in 2000, is a micro nonprofit in the Religion sector that reported $34K in total revenue in fiscal year 2023. Revenue fell 52% from the prior year — a significant decline worth monitoring. Net assets of $579K represent 201 months of operating reserves.

Mission

TO SUPPORT CHARITIES THAT BENEFIT THE AREA OF NAZARETH, PA

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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 $34,487

Other Revenue $0

TOTAL REVENUE $34,487

Expense Breakdown

Grants Paid $30,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $35,192

Other Expenses $5,303

TOTAL EXPENSES $35,803

Year-over-Year Comparison

	2023	2022	Change
Revenue	$34,487	$71,300	-0.5%
Expenses	$35,803	$31,766	+0.1%
Net Income	$-1,316	$39,534	-1.0%

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
DAVID DANNER EA	DIRECTOR	0.50	Director	$0	$0	$0
DR BARBARA FISCHL	DIRECTOR	0.50	Director	$0	$0	$0
GERRY JOHNSON	DIRECTOR	0.50	Director	$0	$0	$0
LARRY STOUT	DIRECTOR	0.50	Director	$0	$0	$0
JILL TILNEY	DIRECTOR	0.50	Director	$0	$0	$0
RICHARD TULLY	DIRECTOR	0.50	Director	$0	$0	$0
GAIL WAGNER	DIRECTOR	0.50	Director	$0	$0	$0
SCOTT HALL	CHAIRMAN	0.50	Officer	$0	$0	$0
LINDA KASMAKITES	VICE-CHAIR	0.50	Officer	$0	$0	$0
NANCY MADERA	SECRETARY	0.50	Officer	$0	$0	$0
ALFRED PIERCE	TREASURER	0.50	Officer	$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	No data	No data	No data	No data
2023	$34,487	$35,803	$578,918	$-1,316
2022	$71,300	$31,766	$535,802	$39,534
2021	$28,438	$27,599	$604,361	$839
2020	$40,199	$23,046	$558,135	$17,153
2019	$7,166	$19,908	$513,847	$-12,742
2018	$99,785	$12,204	$452,165	$87,581

THE WAGNER FAMILY FOUNDATION