WSWA EDUCATIONAL FOUNDATION INC (EIN 261933101) - 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

2008

Legal Domicile

Principal Officer

FRANCIS CREIGHTON

Phone

2023719792

Tax Period

2023-01-01 to 2023-12-31

WSWA EDUCATIONAL FOUNDATION INC, founded in 2008, is a small nonprofit in the Mental Health sector that reported $240K in total revenue in fiscal year 2023. Revenue surged 166% from the prior year, signaling strong growth momentum. The organization ran a surplus of $121K, a strong 51% operating margin.

Mission

TO SUPPORT EDUCATION, INDUSTRY RESEARCH, AND RESPONSIBLE ALCOHOL CONSUMPTION.

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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 (2023)

Revenue Breakdown

Contributions & Grants $221,159

Program Service Revenue $0

Investment Income $19,116

Other Revenue $0

TOTAL REVENUE $240,275

Expense Breakdown

Grants Paid $118,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $118,882

Other Expenses $882

TOTAL EXPENSES $118,882

Year-over-Year Comparison

	2023	2022	Change
Revenue	$240,275	$90,367	+1.7%
Expenses	$118,882	$203,090	-0.4%
Net Income	$121,393	$-112,723	-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

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

$675,759

Total Directors

$675,759

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRANCIS CREIGHTON	SECRETARY	1.00	Officer Director	$0	$83,620	$675,759
ROBERT LIPMAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
STEVEN BECKER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BOBBY HARMELIN	TREASURER	1.00	Officer Director	$0	$0	$0
JAY COLSTON III	DIRECTOR	1.00	Director	$0	$0	$0
STAN HASTINGS	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD LEVENTHAL	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES MERINOFF	DIRECTOR	1.00	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
2024	No data	No data	No data	No data
2023	$240,275	$118,882	$1,099,270	$121,393
2022	$90,367	$203,090	$1,031,323	$-112,723
2021	$395,953	$127,911	$1,077,044	$268,042
2020	$123,735	$104,972	$817,749	$18,763
2019	$106,584	$110,326	$784,136	$-3,742
2018	$104,968	$116,300	$787,877	$-11,332

WSWA EDUCATIONAL FOUNDATION INC