THE WESTHAVEN FOUNDATION INC (EIN 262449732) - 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

JASON KAPLAN

Phone

6153947782

Tax Period

2024-07-01 to 2025-06-30

THE WESTHAVEN FOUNDATION INC, founded in 2007, is a small nonprofit in the Arts, Culture & Humanities sector that reported $421K in total revenue in fiscal year 2024. Revenue surged 41% from the prior year, signaling strong growth momentum.

Mission

TO SERVE AS A LEADER, CATALYST AND RESOURCE FOR PHILANTHROPHY AND EDUCATION IN ORDER TO BUILD AND ENRICH CIVIC AND COMMUNITY LIFE FOR THE RESIDENTS OF WILLIAMSON COUNTY, TENNESSEE.

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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 $267,479

Program Service Revenue $115,376

Investment Income $11,933

Other Revenue $26,252

TOTAL REVENUE $421,040

Expense Breakdown

Grants Paid $137,571

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $337,136

Other Expenses $280,663

TOTAL EXPENSES $418,234

Year-over-Year Comparison

	2024	2023	Change
Revenue	$421,040	$299,393	+0.4%
Expenses	$418,234	$287,125	+0.5%
Net Income	$2,806	$12,268	-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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JASON KAPLAN	DIRECTOR/PRESIDENT	5.00	Officer Director	$0	$0	$0
MARK MCCUTCHEON	DIRECTOR/VP	10.00	Officer Director	$0	$0	$0
BRAD BARTKOWIAK	DIRECTOR/TREASURER	5.00	Officer Director	$0	$0	$0
AMY LAW	DIRECTOR/SECRETARY	2.00	Officer Director	$0	$0	$0
DOUG SWANSON	DIRECTOR	2.00	Director	$0	$0	$0
SHARI LACEY	DIRECTOR	2.00	Director	$0	$0	$0
DANA HARDY	DIRECTOR	10.00	Director	$0	$0	$0
SUZY MILLS	DIRECTOR	2.00	Director	$0	$0	$0
BEN CALHOUN	DIRECTOR	2.00	Director	$0	$0	$0
BRIDGET SHORT	DIRECTOR	2.00	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	$421,040	$418,234	$180,578	$2,806
2024	$299,393	$287,125	$155,743	$12,268
2023	$307,604	$360,071	$154,677	$-52,467
2022	$419,619	$424,159	$235,284	$-4,540
2021	$167,455	$150,861	$227,113	$16,594
2020	$211,322	$357,957	$157,876	$-146,635
2019	$261,072	$320,373	$294,165	$-59,301
2018	$306,991	$291,164	$314,275	$15,827

THE WESTHAVEN FOUNDATION INC