WPMA Scholarship Foundation (EIN 311492473) - 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

1998

Legal Domicile

Phone

8012639762

Tax Period

2024-07-01 to 2025-06-30

WPMA Scholarship Foundation, founded in 1998, is a micro nonprofit in the Education sector that reported $72K in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. The organization ran a surplus of $35K, a strong 48% operating margin.

Mission

TO PROVIDE SCHOLARSHIPS TO HELP THE CHILDREN OF WPMA MEMBERS RECEIVE A HIGHER EDUCATION.

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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 (2024)

Revenue Breakdown

Contributions & Grants $70,954

Program Service Revenue $0

Investment Income $13,898

Other Revenue $-12,760

TOTAL REVENUE $72,092

Expense Breakdown

Grants Paid $31,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $31,500

Other Expenses $5,955

TOTAL EXPENSES $37,455

Year-over-Year Comparison

	2024	2023	Change
Revenue	$72,092	$83,650	-0.1%
Expenses	$37,455	$36,339	+0.0%
Net Income	$34,637	$47,311	-0.3%

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

$297,146

Total Directors

$297,146

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Gene Inglesby	Secretary/Treasurer	2.0	Officer Director	$0	$31,724	$297,146
Jeremy Bautista	PRESIDENT	1.0	Officer Director	$0	$0	$0
Dennis Campo	TRUSTEE	1.0	Director	$0	$0	$0
Kary Tonjum	TRUSTEE	1.0	Director	$0	$0	$0
Ron Berry	TRUSTEE	1.0	Director	$0	$0	$0
Steve Clark	TRUSTEE	1.0	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	$72,092	$37,455	$757,134	$34,637
2024	$83,650	$36,339	$725,505	$47,311
2023	$75,298	$32,497	$687,702	$42,801
2022	$76,016	$30,132	$632,385	$45,884
2021	$28,639	$26,325	$586,501	$2,314
2020	$75,323	$26,012	$599,985	$49,311
2019	$72,738	$31,259	$554,304	$41,479

WPMA Scholarship Foundation