DOHERTY WOW A FRIEND FOUNDATION VEBA TRUST (EIN 276882419) - 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

JERRY MARCOPOULOS

Phone

2018184669

Tax Period

2023-01-01 to 2023-12-31

DOHERTY WOW A FRIEND FOUNDATION VEBA TRUST, founded in 2010, is a small nonprofit in the Mutual Benefit sector that reported $224K in total revenue in fiscal year 2023. Revenue fell 52% from the prior year — a significant decline worth monitoring. Expenses of $618K exceeded revenue, resulting in a 176% operating deficit.

Mission

PURPOSE IS TO PROVIDE FOR THE PAYMENTS OF LIFE, SICK, ACCIDENT, OR OTHER BENEFITS TO MEMBERS OF CORPORATION OR DEPENDENTS/DESIGNATED BENEFICIARIES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $224,183

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $224,183

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $618,203

Other Expenses $618,203

TOTAL EXPENSES $618,203

Year-over-Year Comparison

	2023	2022	Change
Revenue	$224,183	$470,366	-0.5%
Expenses	$618,203	$678,357	-0.1%
Net Income	$-394,020	$-207,991	+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

N/A

Volunteers

N/A

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
DENISE CUIFFO	DIRECTOR	N/A	Director	$0	$0	$0
TIMOTHY DOHERTY	CHAIRMAN	N/A	Director	$0	$0	$0
MEREDITH FREE	DIRECTOR	N/A	Director	$0	$0	$0
JERRY MARCOPOULOS	DIRECTOR	N/A	Director	$0	$0	$0
CHRISTIE PATTMAN	DIRECTOR	N/A	Director	$0	$0	$0
TRACY PRYDE	DIRECTOR	N/A	Director	$0	$0	$0
STEVEN QUORTRUP	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	No data	No data	No data	No data
2023	$224,183	$618,203	$39,125	$-394,020
2022	$470,366	$678,357	$433,145	$-207,991
2021	$734,419	$494,131	$641,136	$240,288
2020	$281,922	$698,524	$400,848	$-416,602
2019	$525,002	$547,096	$817,450	$-22,094
2018	$520,515	$622,422	$839,544	$-101,907

DOHERTY WOW A FRIEND FOUNDATION VEBA TRUST