John Wesley Holt Foundation Inc

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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

Florencia Holt

Phone

2516544001

Tax Period

2025-01-01 to 2025-12-31

John Wesley Holt Foundation Inc, founded in 2024, is a small nonprofit in the Education sector that reported $241K in total revenue in fiscal year 2025. The organization ran a surplus of $239K, a strong 99% operating margin.

Mission

To promote education and community welfare.

Program Service Accomplishments

Program 1

Expenses: $500

Support for local school athletic activities

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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 $241,214

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $241,214

Expense Breakdown

Grants Paid $500

Salaries & Benefits $0

Fundraising Expenses $1,273

Program Expenses $500

Other Expenses $2,053

TOTAL EXPENSES $2,553

Year-over-Year Comparison

	2025	2024	Change
Revenue	$241,214	N/A	N/A
Expenses	$2,553	N/A	N/A
Net Income	$238,661	N/A	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

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	Role	Reportable Comp	Other Comp	Total
Terry Holt	Treasurer	Director	$0	$0	$0
Florencia Holt	President	Director	$0	$0	$0
Delia Morales	Secretary	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	$241,214	$2,553	$238,661	$238,661