WOMENS WELSH CLUBS OF AMERICA (EIN 340718413) - 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

1913

Legal Domicile

Principal Officer

SIAN PETZ

Phone

4403310420

Tax Period

2023-01-01 to 2023-12-31

WOMENS WELSH CLUBS OF AMERICA, founded in 1913, is a mid-sized nonprofit in the Health Care sector that reported $11.9M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $11.4M left a modest 5% surplus.

Mission

LONG TERM DISABILITY AGED HOME

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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 $3,078,235

Program Service Revenue $8,811,590

Investment Income $25,129

Other Revenue $23,483

TOTAL REVENUE $11,938,437

Expense Breakdown

Grants Paid $1,049,586

Salaries & Benefits $6,594,996

Fundraising Expenses $0

Program Expenses $9,906,730

Other Expenses $3,731,850

TOTAL EXPENSES $11,376,432

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,938,437	$10,744,759	+0.1%
Expenses	$11,376,432	$10,605,514	+0.1%
Net Income	$562,005	$139,245	+3.0%

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

245

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
SIAN PETZ	PRESIDENT	5.00	Officer Director	$0	$0	$0
NANCY PORT	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
BARBARA CRYSLER	2ND VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
MARGARET LEBLANG	TREASURER	5.00	Officer Director	$0	$0	$0
ELIZABETH HENTON	SECRETARY	5.00	Officer Director	$0	$0	$0
JANE ELAINE PAGE	TRUSTEE	1.00	Director	$0	$0	$0
SANDRA VINE	TRUSTEE	1.00	Director	$0	$0	$0
JANINE LABOUNTY	TRUSTEE	1.00	Director	$0	$0	$0
JEANNE JONES JINDRA	TRUSTEE	1.00	Director	$0	$0	$0
MEGAN WILLIAMS	TRUSTEE	1.00	Director	$0	$0	$0
GERRI BAKER PARRY	TRUSTEE	1.00	Director	$0	$0	$0
JOHN C TAMPLIN	TRUSTEE	1.00	Director	$0	$0	$0
SUSAN BLOOM	TRUSTEE	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
2024	No data	No data	No data	No data
2023	$11,938,437	$11,376,432	$10,467,317	$562,005
2022	$10,744,759	$10,605,514	$15,610,416	$139,245
2021	$10,233,787	$10,872,660	$11,553,717	$-638,873
2020	$10,267,563	$9,702,607	$13,022,100	$564,956
2019	$9,944,250	$9,405,212	$12,518,694	$539,038
2018	$9,723,891	$9,448,302	$12,346,940	$275,589

WOMENS WELSH CLUBS OF AMERICA