LOIS E WOMER FOUNDATION

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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

1999

Legal Domicile

Phone

8888663275

Tax Period

2024-08-01 to 2025-07-31

LOIS E WOMER FOUNDATION, founded in 1999, is a small nonprofit in the Animal-Related sector that reported $489K in total revenue in fiscal year 2024. Revenue surged 68% from the prior year, signaling strong growth momentum. The organization ran a surplus of $108K, a strong 22% operating margin.

Mission

The foundation operates exclusively for charitable, scientific, and/or educational purposes, specifically for the benefit of Primarily Primates Inc., The elephant Sanctuary and Basically Bats - Wildlife Conservation Society, Inc.

Program Service Accomplishments

Program 1

Expenses: $64,375

The sole purpose of this trust is to support Basically Bats by distributions of net income.

Program 2

Expenses: $128,750

The sole purpose of this trust is to support Elephant Sanctuary by distributions of net income.

Program 3

Expenses: $128,750

The sole purpose of this trust is to support Primarily Primates by distributions of net income.

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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 $488,743

Other Revenue $0

TOTAL REVENUE $488,743

Expense Breakdown

Grants Paid $321,875

Salaries & Benefits $55,910

Fundraising Expenses $0

Program Expenses $344,239

Other Expenses $2,863

TOTAL EXPENSES $380,648

Year-over-Year Comparison

	2024	2023	Change
Revenue	$488,743	$290,730	+0.7%
Expenses	$380,648	$385,905	0.0%
Net Income	$108,095	$-95,175	-2.1%

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

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
PRISCILLIA FERAL	CO-TRUSTEE	1.0	Director	$0	$0	$0
BANK OF AMERICA N A	CO-TRUSTEE	1.0		$55,910	$0	$55,910

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	$488,743	$380,648	$4,664,402	$108,095
2024	$290,730	$385,905	$4,546,319	$-95,175
2023	$263,536	$377,662	$4,637,595	$-114,126
2022	$471,441	$423,899	$4,746,397	$47,542
2021	$579,333	$378,109	$4,707,568	$201,224
2020	$393,544	$370,335	$4,514,456	$23,209