THE WISHLIST NETWORK (EIN 271353203) - 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

2009

Legal Domicile

Principal Officer

COURTNAY DIETZ

Phone

3038754014

Tax Period

2018-01-01 to 2018-12-31

THE WISHLIST NETWORK, founded in 2009, is a small nonprofit that reported $202K in total revenue in fiscal year 2018. Revenue fell 67% from the prior year — a significant decline worth monitoring. Expenses of $173K left a modest 14% surplus.

Mission

TO EASE THE DAY-TO-DAY PRESSURE ON DISTRESSED FAMILES ENDURING MEDICAL, FINANCIAL, OR OTHER UNFORSEEN HARDSHIPS BY OFFERING GOODS, SERVICES AND SUPPORT PROVIDED BY A COMMUNITY NETWORK OF BUSINESS AND INDIVIDUAL DONORS. WE PROVIDE WISHES DIRECTLY TO FAMILIES IN NEED IN THE COMMUNITY AS WELL AS SUPPORTING THE WISH LISTS OF OTHER LOCAL NON-PROFIT ORGANIZATIONS.

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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 (2018)

Revenue Breakdown

Contributions & Grants $201,500

Program Service Revenue $0

Investment Income $7

Other Revenue $0

TOTAL REVENUE $201,507

Expense Breakdown

Grants Paid $156,783

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $156,783

Other Expenses $16,196

TOTAL EXPENSES $172,979

Year-over-Year Comparison

	2018	2017	Change
Revenue	$201,507	$608,684	-0.7%
Expenses	$172,979	$726,887	-0.8%
Net Income	$28,528	$-118,203	-1.2%

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
DAVID DIETZ	PRESIDENT/DIRECTOR	5.00	Officer Director	$0	$0	$0
COURTNAY DIETZ	VICE PRESIDENT/TREASURER/D	5.00	Officer Director	$0	$0	$0
DIANNA DIPIETRO	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
2018	$201,507	$172,979	$56,037	$28,528

THE WISHLIST NETWORK