GW Foundation Inc (EIN 237128924) - 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

1970

Legal Domicile

Principal Officer

Jeremy Klemanski

Phone

3126631130

Tax Period

2024-07-01 to 2025-06-30

GW Foundation Inc, founded in 1970, is a mid-sized nonprofit in the Mental Health sector that reported $16.3M in total revenue in fiscal year 2024. Revenue surged 90% from the prior year, signaling strong growth momentum. The organization ran a surplus of $14.7M, a strong 91% operating margin.

Mission

G.W. Foundation, Inc. is a national, non-profit organization committed to reducing substance abuse and co-occurring mental health problems through effective and efficient treatment programs.

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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 $0

Program Service Revenue $6,343,800

Investment Income $9,914,546

Other Revenue $0

TOTAL REVENUE $16,258,346

Expense Breakdown

Grants Paid $0

Salaries & Benefits $67,699

Fundraising Expenses $0

Program Expenses $1,333,330

Other Expenses $1,466,753

TOTAL EXPENSES $1,534,452

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,258,346	$8,566,635	+0.9%
Expenses	$1,534,452	$1,371,913	+0.1%
Net Income	$14,723,894	$7,194,722	+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

$1,285,529

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Larry Singer	Chair	0.50	Officer Director	$0	$0	$0
Julie Brady	Treasurer	0.50	Officer Director	$0	$0	$0
Elio Montenegro	Secretary	0.50	Officer Director	$0	$0	$0
Ivy Walker	Vice Chair	0.50	Officer Director	$0	$0	$0
Arla Lach	Immediate Past Chair	0.50	Officer Director	$0	$0	$0
Jeremy Klemanski	President & CEO	1.33	Officer	$0	$47,029	$899,709
Tomas Del Rio	CFO (Until 5/27/25)	1.33	Officer	$0	$35,300	$385,820

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	$16,258,346	$1,534,452	$131,724,440	$14,723,894
2024	$8,566,635	$1,371,913	$117,232,962	$7,194,722
2023	$7,326,944	$1,475,949	$106,065,400	$5,850,995
2022	$9,714,845	$1,466,546	$100,882,389	$8,248,299
2021	$9,496,665	$1,674,725	$100,249,571	$7,821,940
2020	$7,286,512	$1,698,058	$85,280,051	$5,588,454
2019	$7,712,463	$1,846,830	$82,116,295	$5,865,633
2018	$6,012,534	$1,940,329	$76,558,142	$4,072,205

GW Foundation Inc