Womens Impact Fund (EIN 261133584) - 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

2003

Legal Domicile

Principal Officer

Patricia Massey Hoke

Phone

6023190681

Tax Period

2024-07-01 to 2025-06-30

Womens Impact Fund, founded in 2003, is a small nonprofit in the Human Services sector that reported $723K in total revenue in fiscal year 2024. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $691K left a modest 4% surplus.

Mission

Strengthen communities by maximizing womens leadership in philanthropy through collective giving, education and engagement.

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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 $671,960

Program Service Revenue $30,012

Investment Income $20,669

Other Revenue $0

TOTAL REVENUE $722,641

Expense Breakdown

Grants Paid $383,000

Salaries & Benefits $184,730

Fundraising Expenses $56,713

Program Expenses $556,487

Other Expenses $123,696

TOTAL EXPENSES $691,426

Year-over-Year Comparison

	2024	2023	Change
Revenue	$722,641	$934,116	-0.2%
Expenses	$691,426	$804,742	-0.1%
Net Income	$31,215	$129,374	-0.8%

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

155

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

$86,534

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Patricia Massey Hoke	Executive Dir.	40.00	Officer	$86,534	$0	$86,534
April Whitlock	At-Large	4.00	Director	$0	$0	$0
Katherine Bunn	Grants Chair	6.00	Director	$0	$0	$0
Kristin Keen	Comm. Chair	6.00	Director	$0	$0	$0
Blanca Gonzalez	At-Large	4.00	Director	$0	$0	$0
Tonya Bruce	Education Chair	6.00	Director	$0	$0	$0
Talia Moody	Membership VC	6.00	Director	$0	$0	$0
Michelle Cottrell	At-Large	4.00	Director	$0	$0	$0
Karen Barton	Comm Chair	6.00	Director	$0	$0	$0
Kathleen O'Bannon	Governance Chai	6.00	Officer Director	$0	$0	$0
Jeanette Sims	Advisors Chair	4.00	Director	$0	$0	$0
Amy Hutch	Comm. VC	6.00	Director	$0	$0	$0
Tamika Eubanks Spurlock	Grant VC	6.00	Director	$0	$0	$0
Katie Susong	Board Chair	15.00	Officer Director	$0	$0	$0
Amy Jacobs	At-Large	4.00	Director	$0	$0	$0
Katherine Mooring	At Large	6.00	Director	$0	$0	$0
Haley Arellano	Secretary	6.00	Officer Director	$0	$0	$0
Nikki Jarrell	Past Chair	12.00	Officer Director	$0	$0	$0
Connie Thomas	Comm. VC	6.00	Director	$0	$0	$0
Nicole Hall	Member. Chair	6.00	Director	$0	$0	$0
Erika Ross	Finance Chair	6.00	Officer Director	$0	$0	$0
Andrea K Smith	Member Ed VC	6.00	Director	$0	$0	$0
Lakisha Rios	At Large	6.00	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
2025	$722,641	$691,426	$656,061	$31,215
2024	$934,116	$804,742	$612,798	$129,374
2023	$693,794	$798,045	$483,424	$-104,251
2022	$699,773	$745,858	$587,675	$-46,085
2022	$699,773	$745,858	$587,675	$-46,085
2021	$696,024	$720,944	$633,760	$-24,920
2020	$710,794	$673,860	$658,680	$36,934
2019	$692,625	$840,723	$621,746	$-148,098

Womens Impact Fund