BCC IWLA LEGACY FOUNDATION INC % BETH CHEVY CHASE IZAAK WALTON (EIN 320031248) - 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

2002

Legal Domicile

Principal Officer

Mark Shanker

Phone

3019805464

Tax Period

2020-09-01 to 2021-08-31

BCC IWLA LEGACY FOUNDATION INC % BETH CHEVY CHASE IZAAK WALTON, founded in 2002, is a small nonprofit that reported $460K in total revenue in fiscal year 2020. Revenue surged 400% from the prior year, signaling strong growth momentum. The organization ran a surplus of $429K, a strong 93% operating margin.

Mission

To Support Conservation, Education and Outdoor Activities Through the BCC Chapter IWLA Inc.

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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 (2020)

Revenue Breakdown

Contributions & Grants $374,772

Program Service Revenue $0

Investment Income $85,036

Other Revenue $0

TOTAL REVENUE $459,808

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $31,258

TOTAL EXPENSES $31,258

Year-over-Year Comparison

	2020	2019	Change
Revenue	$459,808	$92,049	+4.0%
Expenses	$31,258	$46,388	-0.3%
Net Income	$428,550	$45,661	+8.4%

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
Ted Whitehouse	President	1.00	Officer Director	$0	$0	$0
Jim Tate	Vice President	1.00	Officer Director	$0	$0	$0
Mark Shanker	Treasurer	1.00	Officer Director	$0	$0	$0
David Boynton	Secretary	1.00	Officer Director	$0	$0	$0
Jim O'Connell	Board Member	1.00	Director	$0	$0	$0
Joe Snider	Board Member	1.00	Director	$0	$0	$0
Richard Latimer Jr	Board Member	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
2021	$459,808	$31,258	$2,890,229	$428,550
2020	$92,049	$46,388	$2,257,237	$45,661
2019	$275,281	$25,784	$2,057,978	$249,497
2018	$149,197	$34,749	$1,798,402	$114,448

BCC IWLA LEGACY FOUNDATION INC % BETH CHEVY CHASE IZAAK WALTON