ROBERT S HEIDT SR WELLINGTON FOUNDATION (EIN 311096263) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1983

Legal Domicile

Principal Officer

DENVER T STANFIELD

Phone

8598174279

Tax Period

2023-01-01 to 2023-12-31

ROBERT S HEIDT SR WELLINGTON FOUNDATION, founded in 1983, is a micro nonprofit that reported $97K in total revenue in fiscal year 2023. Revenue fell 1142% from the prior year — a significant decline worth monitoring.

Mission

THE PRIMARY EXEMPT PURPOSE OF ROBERT S. HEIDT, SR., WELLINGTON FOUNDATION IS TO FURTHER ENHANCE AND SUPPORT, BY CLINICAL STUDY, LABORATORY RESEARCH, PUBLICATION, AND TEACHING, THE KNOWLEDGE OF ORTHOPAEDICS AND ORTHOPAEDIC SURGERY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $-97,246

Other Revenue $0

TOTAL REVENUE $-97,246

Expense Breakdown

Grants Paid $261,395

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $263,745

Other Expenses $10,859

TOTAL EXPENSES $272,254

Year-over-Year Comparison

	2023	2022	Change
Revenue	$-97,246	$9,330	-11.4%
Expenses	$272,254	$4,260	+62.9%
Net Income	$-369,500	$5,070	-73.9%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
DENVER T STANFIELD	PRESIDENT	1.00	Director	$0	$0	$0
ROBERT S HEIDT JR	PAST PRESIDENT	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
2023	$-97,246	$272,254	No data	$-369,500
2022	$9,330	$4,260	$321,076	$5,070
2021	$53,382	$114,961	$369,500	$-61,579
2020	$64,509	$96,247	$442,835	$-31,738
2019	$77,896	$122,126	$451,770	$-44,230
2018	$92,826	$123,035	$441,029	$-30,209

ROBERT S HEIDT SR WELLINGTON FOUNDATION