THE WESTMINSTER FOUNDATION INC (EIN 351603830) - 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

1983

Legal Domicile

Principal Officer

LINDA M PENDLETON

Phone

3178236841

Tax Period

2024-01-01 to 2024-12-31

THE WESTMINSTER FOUNDATION INC, founded in 1983, is a small nonprofit that reported $187K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $67K, a strong 36% operating margin.

Mission

TO ASSIST IN THE CONTINUANCE OF PROVIDING QUALITY HEALTHCARE AT WESTMINSTER VILLIAGE NORTH

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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 (2024)

Revenue Breakdown

Contributions & Grants $27,547

Program Service Revenue $0

Investment Income $159,592

Other Revenue $125

TOTAL REVENUE $187,264

Expense Breakdown

Grants Paid $66,271

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $66,271

Other Expenses $54,453

TOTAL EXPENSES $120,724

Year-over-Year Comparison

	2024	2023	Change
Revenue	$187,264	$163,222	+0.1%
Expenses	$120,724	$174,154	-0.3%
Net Income	$66,540	$-10,932	-7.1%

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
LINDA PENDLETON	PRESIDENT	4.00	Officer Director	$0	$0	$0
CAROLYN HARDMAN	DIRECTOR	2.00	Director	$0	$0	$0
JOHN PEER	DIRECTOR	2.00	Director	$0	$0	$0
MARTHA JUNGCLAUS	DIRECTOR	2.00	Director	$0	$0	$0
KAREN B WOODS	SECRETARY	2.00	Officer Director	$0	$0	$0
JACK G LEVY JR	TREASURER	2.00	Officer Director	$0	$0	$0
THOMAS FISHER	DIRECTOR	2.00	Director	$0	$0	$0
THOMAS KAERCHER	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
BRIAN PANGLE	DIRECTOR	2.00	Director	$0	$0	$0
BEN SPEDDING	DIRECTOR	2.00	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	$187,264	$120,724	$2,893,065	$66,540
2023	$163,222	$174,154	$2,122,324	$-10,932
2022	$193,518	$179,928	$1,860,582	$13,590
2021	$244,233	$244,388	$2,295,628	$-155
2020	$172,423	$177,038	$2,549,436	$-4,615
2019	$456,643	$1,095,205	$2,742,587	$-638,562
2018	$97,146	$70,925	$2,258,390	$26,221

THE WESTMINSTER FOUNDATION INC