WATKINS FAMILY FOUNDATION (EIN 331437532) - 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

2024

Legal Domicile

Principal Officer

Mark R Watkins

Phone

7605182564

Tax Period

2025-01-01 to 2025-12-31

WATKINS FAMILY FOUNDATION, founded in 2024, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $127K in total revenue in fiscal year 2025. The organization ran a surplus of $92K, a strong 72% operating margin.

Mission

Watkins Family Foundation makes charitable grants to public charities supporting health animal welfare and birth-defects research. In 2025 the Foundation distributed 14,450 in grants to three IRS-recognized 501c3 public charities: Dedicated Animal Welfare Group DAWG March of Dimes Foundation and American Cancer Society.

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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 (2025)

Revenue Breakdown

Contributions & Grants $43,350

Program Service Revenue $0

Investment Income $84,111

Other Revenue $0

TOTAL REVENUE $127,461

Expense Breakdown

Grants Paid $14,450

Salaries & Benefits $9,419

Fundraising Expenses $0

Program Expenses $14,450

Other Expenses $11,632

TOTAL EXPENSES $35,501

Year-over-Year Comparison

	2025	2024	Change
Revenue	$127,461	N/A	N/A
Expenses	$35,501	N/A	N/A
Net Income	$91,960	$0	N/A

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

N/A

Employees

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
Mark R Watkins	President Director	5.00	Officer Director	$0	$0	$0
Anne Marie Watkins	CEO Director	5.00	Officer Director	$0	$0	$0
Kathleen Watkins	Employee	7.00	Highest	$8,750	$0	$8,750

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	$127,461	$35,501	$117,752	$91,960

WATKINS FAMILY FOUNDATION