WOOD LANE FOUNDATION INC (EIN 311529113) - 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

1997

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

WOOD LANE FOUNDATION INC, founded in 1997, is a micro nonprofit in the Human Services sector that reported $64K in total revenue in fiscal year 2023. Revenue fell 82% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $35K, a strong 56% operating margin.

Mission

TO PROVIDE SUPPORT AND EDUCATIONAL OPPORTUNITIES TO ADULTS, YOUTH AND FAMILY OF THE DEVELOPMENTALLY DISABLED COMMUNITY.

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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 $62,741

Program Service Revenue $0

Investment Income $884

Other Revenue $294

TOTAL REVENUE $63,919

Expense Breakdown

Grants Paid $27,421

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $27,421

Other Expenses $1,000

TOTAL EXPENSES $28,421

Year-over-Year Comparison

	2023	2022	Change
Revenue	$63,919	$352,089	-0.8%
Expenses	$28,421	$388,698	-0.9%
Net Income	$35,498	$-36,609	-2.0%

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
ANN MCVEY	BOARD MEMBER	0.50	Director	$0	$0	$0
JO SIPES	BOARD MEMBER	0.50	Director	$0	$0	$0
CARLTON SCHOOLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
RHONDA KENDALL	SECRETARY	1.00	Officer Director	$0	$0	$0
STEVE FOSTER	TREASURER	1.00	Officer Director	$0	$0	$0
JASON KOZINA	PRESIDENT	1.00	Officer Director	$0	$0	$0
ANDY MARIK	VICE PRESIDENT	1.00	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
2023	$63,919	$28,421	$147,891	$35,498
2022	$352,089	$388,698	$112,393	$-36,609
2021	$424,572	$823,695	$149,002	$-399,123
2020	$397,718	$51,790	$548,125	$345,928

WOOD LANE FOUNDATION INC