FT WAYNE BRANCH AMERICAN ASSOC OF UNIVERSITY WOMEN TRUST (EIN 351471686) - 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

2001

Legal Domicile

Principal Officer

CORRINA WEIKEL

Phone

2604134323

Tax Period

2023-07-01 to 2024-06-30

FT WAYNE BRANCH AMERICAN ASSOC OF UNIVERSITY WOMEN TRUST, founded in 2001, is a micro nonprofit in the Education sector that reported $16K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $23K exceeded revenue, resulting in a 50% operating deficit.

Mission

TO PROVIDE FUNDS FOR EDUCATIONAL ORGANIZATIONS

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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 $15,595

Other Revenue $0

TOTAL REVENUE $15,595

Expense Breakdown

Grants Paid $12,200

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $12,200

Other Expenses $11,258

TOTAL EXPENSES $23,458

Year-over-Year Comparison

	2023	2022	Change
Revenue	$15,595	$13,888	+0.1%
Expenses	$23,458	$8,888	+1.6%
Net Income	$-7,863	$5,000	-2.6%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
CORINNA WEIKLE	CHAIR	10.00	Officer Director	$0	$0	$0
JOANNE ALVAREZ	VICE CHAIR	10.00	Officer Director	$0	$0	$0
BRIAN JOHNSON	TREASURER	10.00	Officer Director	$0	$0	$0
NANCY MCCAMMON HANSEN	SECRETARY	10.00	Officer Director	$0	$0	$0
CAROL PATTERSON	HISTORIAN	10.00	Officer Director	$0	$0	$0
STACI LUGAR BRETTIN	TRUSTEE	10.00	Director	$0	$0	$0
ANDREA TARBET	PARLIAMENTARIAN	10.00	Officer	$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	No data	No data	No data	No data
2024	$15,595	$23,458	$289,870	$-7,863
2023	$13,888	$8,888	$297,733	$5,000

FT WAYNE BRANCH AMERICAN ASSOC OF UNIVERSITY WOMEN TRUST