W Byron Wolfe Tri-County Charitable Foundation Inc (EIN 261322133) - 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

2007

Legal Domicile

Principal Officer

Mike Smith

Phone

3363660905

Tax Period

2024-01-01 to 2024-12-31

W Byron Wolfe Tri-County Charitable Foundation Inc, founded in 2007, is a small nonprofit in the Human Services sector that reported $254K in total revenue in fiscal year 2024. Revenue surged 172% from the prior year, signaling strong growth momentum. The organization ran a surplus of $210K, a strong 83% operating margin.

Mission

To operate as a support organization fo three non-profit corporations pursuant to IRS code sec. 509(A) (3), said organizations qualifying as tax exempt organizations under section 501 (C) (3) of the code

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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 $253,517

Other Revenue $0

TOTAL REVENUE $253,517

Expense Breakdown

Grants Paid $42,069

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $42,069

Other Expenses $1,209

TOTAL EXPENSES $43,278

Year-over-Year Comparison

	2024	2023	Change
Revenue	$253,517	$93,369	+1.7%
Expenses	$43,278	$40,824	+0.1%
Net Income	$210,239	$52,545	+3.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ricky Lomax	Director	0.50	Director	$0	$0	$0
Will Holthouser	Director	0.50	Director	$0	$0	$0
Lora Evans	Director	0.50	Director	$0	$0	$0
Ann Ashman	Director	0.50	Director	$0	$0	$0
Cynthia Gonzales	Director	0.50	Director	$0	$0	$0
Sarah Hudson	Director	0.50	Director	$0	$0	$0
Portia Hayes	Director	0.50	Director	$0	$0	$0
Gilda Pruitt	Director	0.50	Director	$0	$0	$0
Mike Smith	President	0.50	Officer 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
2024	$253,517	$43,278	$2,454,877	$210,239
2023	$93,369	$40,824	$2,244,638	$52,545
2022	$78,745	$32,454	$2,192,093	$46,291
2021	$40,202	$22,573	$2,145,802	$17,629
2020	$1,520,109	$22,488	$2,128,173	$1,497,621

W Byron Wolfe Tri-County Charitable Foundation Inc