WEST HAVEN FOUNDATION (EIN 237187526) - 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

1972

Legal Domicile

Principal Officer

ANTHONY THOMAS

Tax Period

2024-01-01 to 2024-12-31

WEST HAVEN FOUNDATION, founded in 1972, is a community nonprofit in the Housing & Shelter sector that reported $2.3M in total revenue in fiscal year 2024. Revenue surged 456% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.8M, a strong 77% operating margin.

Mission

TO SUPPORT ORGANIZATIONS DEDICATED TO HELPING INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES LIVE FULL AND REWARDING LIVES BY PROVIDING A VARIETY OF RESIDENTIAL SERVICES IN AN ATMOSPHERE OF CARING COMMUNITY.

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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 $0

Investment Income $2,319,324

Other Revenue $0

TOTAL REVENUE $2,319,324

Expense Breakdown

Grants Paid $404,157

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $404,157

Other Expenses $123,835

TOTAL EXPENSES $527,992

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,319,324	$417,008	+4.6%
Expenses	$527,992	$555,235	0.0%
Net Income	$1,791,332	$-138,227	-14.0%

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

N/A

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

$458,706

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANTHONY THOMAS	EXECUTIVE DI	0.00	Officer	$0	$7,669	$264,187
CARRIANN PAFFORD	CFO	0.00	Officer	$0	$30,476	$194,519
PAUL FIDLER	PRESIDENT	2.00	Officer Director	$0	$0	$0
DARIN KERSHNER	TRUSTEE	2.00	Director	$0	$0	$0
STACEY KUEHNER	TRUSTEE	2.00	Officer Director	$0	$0	$0
NICOLAS ALEXANDER	VICE PRESIDE	2.00	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	$2,319,324	$527,992	$12,434,754	$1,791,332
2023	$417,008	$555,235	$11,547,336	$-138,227
2022	$393,544	$593,593	$10,638,297	$-200,049
2021	$1,006,389	$560,339	$13,195,410	$446,050
2020	$600,138	$504,002	$12,064,439	$96,136
2019	$628,870	$452,311	$11,166,951	$176,559
2018	$275,075	$516,229	$9,640,114	$-241,154

WEST HAVEN FOUNDATION