Woodard & Curran Foundation (EIN 272130228) - 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

2010

Legal Domicile

Principal Officer

Barry Sheff

Phone

8004264262

Tax Period

2025-01-01 to 2025-12-31

Woodard & Curran Foundation, founded in 2010, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $641K in total revenue in fiscal year 2025. Revenue surged 90% from the prior year, signaling strong growth momentum. The organization ran a surplus of $399K, a strong 62% operating margin.

Mission

Environmental missions for a healthier world.

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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 (2025)

Revenue Breakdown

Contributions & Grants $407,573

Program Service Revenue $0

Investment Income $233,273

Other Revenue $0

TOTAL REVENUE $640,846

Expense Breakdown

Grants Paid $190,500

Salaries & Benefits $0

Fundraising Expenses $753

Program Expenses $232,942

Other Expenses $51,596

TOTAL EXPENSES $242,096

Year-over-Year Comparison

	2025	2024	Change
Revenue	$640,846	$338,059	+0.9%
Expenses	$242,096	$242,837	0.0%
Net Income	$398,750	$95,222	+3.2%

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
Duff Collins	Trustee	1.00	Director	$0	$0	$0
Kelly Cowan	Trustee	1.00	Director	$0	$0	$0
Rachael Dorais	Trustee	1.00	Director	$0	$0	$0
Laura Epstein	Trustee	1.00	Director	$0	$0	$0
Vinny Martino	Trustee	1.00	Director	$0	$0	$0
Bruce Nicholson	Trustee	1.00	Director	$0	$0	$0
Laurie Regemann	Trustee	1.00	Director	$0	$0	$0
Jedd Steinglass	Trustee	1.00	Director	$0	$0	$0
Paddy Stoy	Trustee	1.00	Director	$0	$0	$0
Marc Thomas	Trustee	1.00	Director	$0	$0	$0
Gillian Bissonnette	Trustee	1.00	Director	$0	$0	$0
Barry Sheff	President	3.00	Officer Director	$0	$0	$0
Samantha Olney	Vice President	3.00	Officer Director	$0	$0	$0
Jennifer Andrews	Treasurer (start 6/2025)	3.00	Officer Director	$0	$0	$0
Christine Kohne	Treasurer (end 5/2025)	3.00	Officer Director	$0	$0	$0
Laura Tessier	Secretary	3.00	Officer 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	$640,846	$242,096	$1,245,391	$398,750
2024	$338,059	$242,837	$1,000,332	$95,222
2023	$288,689	$280,049	$850,612	$8,640
2022	$266,671	$341,920	$771,039	$-75,249
2021	$275,776	$248,187	$970,287	$27,589
2020	$208,911	$212,071	$825,562	$-3,160
2019	$229,346	$174,027	$760,480	$55,319
2018	$190,897	$174,462	$619,122	$16,435

Woodard & Curran Foundation