WHV FOUNDATION (EIN 311804511) - 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

2011

Legal Domicile

Principal Officer

COREY GOLDSAND

Phone

6142314900

Tax Period

2023-01-01 to 2023-12-31

WHV FOUNDATION, founded in 2011, is a small nonprofit in the Housing & Shelter sector that reported $204K in total revenue in fiscal year 2023. The organization ran a surplus of $132K, a strong 65% operating margin.

Mission

TO SUPPORT ACTIVITIES OF WEXNER HERITAGE VILLAGE

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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 $0

Program Service Revenue $0

Investment Income $204,347

Other Revenue $0

TOTAL REVENUE $204,347

Expense Breakdown

Grants Paid $34,300

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $69,870

Other Expenses $37,791

TOTAL EXPENSES $72,091

Year-over-Year Comparison

	2023	2022	Change
Revenue	$204,347	$190,591	+0.1%
Expenses	$72,091	$52,900	+0.4%
Net Income	$132,256	$137,691	0.0%

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

$76,818

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEITH SCHUSS	SECRETARY	0.25	Officer Director	$0	$0	$0
IRA KANE	CHAIRMAN	0.25	Director	$0	$0	$0
MARK YALE	FINANCE CHAIR/PAST BOARD CHAIR	0.25	Director	$0	$0	$0
FRED SUMMER	DIRECTOR/VICE CHAIR	0.25	Director	$0	$0	$0
DAVE ANDERSON	DIRECTOR - PART YEAR	0.25	Director	$0	$0	$0
JOSH BOKOR	DIRECTOR	0.25	Director	$0	$0	$0
ARNOLD GOOD MD	DIRECTOR	0.25	Director	$0	$0	$0
AMY KLABEN	DIRECTOR	0.25	Director	$0	$0	$0
MARK UNGAR	DIRECTOR	0.25	Director	$0	$0	$0
KAREN BOKOR	DIRECTOR	0.25	Director	$0	$0	$0
ROSS FRIEDMAN	DIRECTOR	0.25	Director	$0	$0	$0
CHERYL HOOKER	DIRECTOR	0.25	Director	$0	$0	$0
SAM MARCELLINO	DIRECTOR	0.25	Director	$0	$0	$0
MARIAN SCHUDA MD	DIRECTOR	0.25	Director	$0	$0	$0
GERRY STEINMAN MD	DIRECTOR	0.25	Director	$0	$0	$0
MAXX BLANK	DIRECTOR	0.25	Director	$0	$0	$0
SHELBY NATHANS	DIRECTOR	0.25	Director	$0	$0	$0
STEVEN STIGLITZ	DIRECTOR	0.25	Director	$0	$0	$0
LISA ROGERS	DIRECTOR	0.25	Director	$0	$0	$0
CHRISTOPHER C CHRISTIAN	PRESIDENT & COO - PART YEAR	1.00	Officer	$0	$40	$76,818
COREY A GOLDSAND	PRESIDENT	1.00	Officer	$0	$0	$0
TANYA HAHN	CHIEF FINANCIAL OFFICER	1.00	Officer	$0	$0	$0
GARY F ROSENSTEIN	FORMER CEO	1.00		$0	$7,302	$111,832

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	$204,347	$72,091	$7,585,849	$132,256
2022	$190,591	$52,900	$7,107,571	$137,691
2021	$561,049	$63,994	$7,745,447	$497,055
2020	$442,011	$31,880	$7,318,308	$410,131

WHV FOUNDATION