LORD WEDGWOOD CHARITY (EIN 270049660) - 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

2003

Legal Domicile

Principal Officer

PATRICK J DAVIS

Tax Period

2024-01-01 to 2024-12-31

LORD WEDGWOOD CHARITY, founded in 2003, is a small nonprofit in the Human Services sector that reported $106K in total revenue in fiscal year 2018. Revenue surged 40% from the prior year, signaling strong growth momentum.

Mission

LORD WEDGWOOD CHARITY WAS ORGANIZED TO RAISE MONEY TO FUND RAISING THE PUBLIC AWARENESS OF EARLY DEFIBRILLATION IN SUDDEN CARDIAC ARREST, TRAINING IN CPR AND AED USE AND THE DISTRIBUTION OF DEFIBRILLATORS WITHIN COMMUNITY SCHOOLS, PUBLIC FACILITIES AND CHURCHES.PROVIDES EDUCATION AND TRAINING FOR CPR, AED AND BASIC LIFE SUPPORT.

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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 (2024)

Revenue Breakdown

Contributions & Grants $30,654

Program Service Revenue $0

Investment Income $160

Other Revenue $1,898

TOTAL REVENUE $32,712

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,489

Program Expenses $32,421

Other Expenses $39,958

TOTAL EXPENSES $39,958

Year-over-Year Comparison

	2024	2023	Change
Revenue	$32,712	$62,577	-0.5%
Expenses	$39,958	$63,867	-0.4%
Net Income	$-7,246	$-1,290	+4.6%

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
RYAN ALLEN	CHAIR	N/A	Director	$0	$0	$0
PATRICK J DAVIS	DIRECTOR	N/A	Director	$0	$0	$0
JEFF DUGAS	DIRECTOR	N/A	Director	$0	$0	$0
JAMES P WALKER JR	DIRECTOR	N/A	Director	$0	$0	$0
C FLOYD LARKIN	DIRECTOR	N/A	Director	$0	$0	$0
JIMMY LEE	DIRECTOR	N/A	Director	$0	$0	$0
LYLE CAIN MD	DIRECTOR	N/A	Director	$0	$0	$0
HAMP MEPHAM	DIRECTOR	N/A	Director	$0	$0	$0
ROBBIE ROBERTSON	DIRECTOR	N/A	Director	$0	$0	$0
MICHAEL WARR	DIRECTOR	N/A	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	$32,712	$39,958	$67,063	$-7,246
2023	$62,577	$63,867	$72,398	$-1,290
2022	$76,750	$66,490	$73,688	$10,260
2021	$59,180	$36,866	$63,428	$22,314
2020	$26,926	$28,439	$35,214	$-1,513
2019	$94,153	$112,366	$38,487	$-18,213
2018	$106,150	$105,937	$63,849	$213

LORD WEDGWOOD CHARITY