THE WARD FOUNDATION INC (EIN 237088071) - 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

1968

Legal Domicile

Principal Officer

BRITTANY ANDREW

Phone

4107424988

Tax Period

2021-07-01 to 2022-06-30

THE WARD FOUNDATION INC, founded in 1968, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2021. Revenue decreased 18% compared to the prior year.

Mission

PROMOTING WILDFOWL CARVING AND ART.

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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 (2021)

Revenue Breakdown

Contributions & Grants $1,200,247

Program Service Revenue $65,571

Investment Income $57,744

Other Revenue $140,032

TOTAL REVENUE $1,463,594

Expense Breakdown

Grants Paid $0

Salaries & Benefits $758,942

Fundraising Expenses $49,919

Program Expenses $1,250,365

Other Expenses $740,882

TOTAL EXPENSES $1,499,824

Year-over-Year Comparison

	2021	2020	Change
Revenue	$1,463,594	$1,786,948	-0.2%
Expenses	$1,499,824	$1,167,610	+0.3%
Net Income	$-36,230	$619,338	-1.1%

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

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

$75,838

Total Directors

$75,838

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARRY BERGEY	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL ABERCROMBIE	DIRECTOR	1.00	Director	$0	$0	$0
DR CLIFTON P GRIFFIN	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
DR KENT N KIMMEL	CHAIRMAN EMERITUS	1.00	Director	$0	$0	$0
ARTHUR LEONARD	DIRECTOR	1.00	Director	$0	$0	$0
LYNN ADKINS	EX-OFFICIO	1.00	Director	$0	$0	$0
SYDNEY TILMAN	TREASURER	1.00	Officer Director	$0	$0	$0
KIM NEWCOMB	DIRECTOR	1.00	Director	$0	$0	$0
DR KRISTIN SULLIVAN	EXECUTIVE DIRECTOR	40.00	Officer Director	$75,838	$0	$75,838
RICH SMOKER	CHAIRMAN	1.00	Officer Director	$0	$0	$0
STEVE PLANZER	DIRECTOR	1.00	Director	$0	$0	$0
DR DIANA WAGNER	DIRECTOR	1.00	Director	$0	$0	$0
JAMES VAN NESS	SECRETARY	1.00	Officer Director	$0	$0	$0
D'SHAWN DOUGHTY	DIRECTOR	1.00	Director	$0	$0	$0
LUCIE HUGHES	DIRECTOR	1.00	Director	$0	$0	$0
KARL BINNS JR	DIRECTOR	1.00	Director	$0	$0	$0
BILL HALL	DIRECTOR	1.00	Director	$0	$0	$0
CHAD TRAGAKIS	DIRECTOR	1.00	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
2022	$1,463,594	$1,499,824	$446,199	$-36,230
2021	$1,786,948	$1,167,610	$632,128	$619,338
2020	$1,099,755	$1,281,752	$460,990	$-181,997
2019	$1,478,625	$1,634,391	$638,153	$-155,766
2018	$1,553,636	$3,218,949	$829,414	$-1,665,313

THE WARD FOUNDATION INC