Parents of Welby Way (EIN 300629974) - 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

Phone

8183481975

Tax Period

2023-08-01 to 2024-07-31

Parents of Welby Way, founded in 2009, is a small nonprofit in the Education sector that reported $272K in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. The organization ran a surplus of $49K, a strong 18% operating margin.

Mission

The purpose of the organization is to provide enrichment programs, classroom supplies, and equipment for the benefit of all students enrolled at Welby Way Elementary School.

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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 $99,178

Program Service Revenue $164,926

Investment Income $19

Other Revenue $8,094

TOTAL REVENUE $272,217

Expense Breakdown

Grants Paid $61,191

Salaries & Benefits $31,194

Fundraising Expenses $15,013

Program Expenses $190,631

Other Expenses $131,253

TOTAL EXPENSES $223,638

Year-over-Year Comparison

	2023	2022	Change
Revenue	$272,217	$310,645	-0.1%
Expenses	$223,638	$222,298	+0.0%
Net Income	$48,579	$88,347	-0.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jill Basowski	President	8.00	Officer Director	$0	$0	$0
Stephanie O'Hearn	Co-President	8.00	Officer Director	$0	$0	$0
Yael Katzman	Vice President	8.00	Officer Director	$0	$0	$0
Adrienne Colvin	Secretary	4.00	Officer Director	$0	$0	$0
Andrea Lewis	Director	4.00	Director	$0	$0	$0
Ashley Rose	Director	4.00	Director	$0	$0	$0
Donna van der Valk	Director	4.00	Director	$0	$0	$0
Greg Allen	Director	4.00	Director	$0	$0	$0
Jasmine Dowlatshahi	Director	2.00	Director	$0	$0	$0
Karen Casey	Director	2.00	Director	$0	$0	$0
Laura Klein	Director	2.00	Director	$0	$0	$0
Leeanne Santoyo	Director	2.00	Director	$0	$0	$0
Lena Moskovith	Director	2.00	Director	$0	$0	$0
Leslie Neipert	Director	2.00	Director	$0	$0	$0
Mira Felt	Director	2.00	Director	$0	$0	$0
Rania Dean	Director	2.00	Director	$0	$0	$0
Sweta Upadhyay	Director	2.00	Director	$0	$0	$0
Susanna Wong	Director	2.00	Director	$0	$0	$0
Tammie Allen	Director	2.00	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
2024	$272,217	$223,638	$361,751	$48,579
2023	$310,645	$222,298	$313,172	$88,347
2022	$216,420	$163,054	$224,825	$53,366
2021	$92,365	$116,696	$171,459	$-24,331
2020	$189,486	$279,740	$195,790	$-90,254
2019	$323,239	$383,229	$286,044	$-59,990
2018	$385,344	$403,123	$346,034	$-17,779

Parents of Welby Way