WEDGWOOD CIRCLE INSTITUTE (EIN 263899171) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Principal Officer

TERENCE BERRY

Phone

7034257390

Tax Period

2023-01-01 to 2023-12-31

WEDGWOOD CIRCLE INSTITUTE, founded in 2009, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $364K in total revenue in fiscal year 2018. Revenue fell 49% from the prior year — a significant decline worth monitoring. Expenses of $502K exceeded revenue, resulting in a 38% operating deficit.

Mission

THE MISSION OF THE ORGANIZATION IS TO EMPOWER MEMBERS TO INVEST IN CULTURE FOR THE COMMON GOOD.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,158,694

Program Service Revenue $12,000

Investment Income $0

Other Revenue $2,105

TOTAL REVENUE $1,172,799

Expense Breakdown

Grants Paid $682,464

Salaries & Benefits $140,780

Fundraising Expenses $58,016

Program Expenses $1,086,538

Other Expenses $340,056

TOTAL EXPENSES $1,163,300

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,172,799	$931,956	+0.3%
Expenses	$1,163,300	$776,821	+0.5%
Net Income	$9,499	$155,135	-0.9%

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

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

$142,982

Total Directors

$24,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK RODGERS	CHAIRMAN	1.00	Officer Director	$0	$0	$0
BRAD REEVES	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
CARTER PILCHER	TREASURER	1.00	Officer Director	$0	$0	$0
ALLISON TROWBRIDGE	SECRETARY	5.00	Officer Director	$12,000	$0	$12,000
ROGER MARTIN	DIRECTOR	1.00	Director	$0	$0	$0
TYLER ZACHARIA	DIRECTOR	1.00	Director	$0	$0	$0
RALPH WINTER	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL SWANSON	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINA LEE STORM	DIRECTOR	1.00	Director	$0	$0	$0
DAVE CARLSON	DIRECTOR	1.00	Officer Director	$0	$0	$0
LAURA WATERS HINSON	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW SHIRLEY	DIRECTOR	5.00	Director	$12,000	$0	$12,000
TERENCE BERRY	COO	40.00	Officer	$85,000	$8,482	$93,482
CRAIG DETWEILER	PRESIDENT	10.00	Officer	$37,500	$0	$37,500

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	$1,172,799	$1,163,300	$370,432	$9,499
2022	$931,956	$776,821	$360,933	$155,135
2021	$569,034	$751,523	$205,798	$-182,489
2020	$595,660	$412,698	$388,287	$182,962
2019	$509,773	$510,912	$205,325	$-1,139
2018	$363,775	$501,821	$206,464	$-138,046

WEDGWOOD CIRCLE INSTITUTE