WISHING WELL FUND INC (EIN 351785201) - 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

1972

Legal Domicile

Principal Officer

DAVID JACKSON

Phone

3176964241

Tax Period

2024-10-01 to 2025-09-30

WISHING WELL FUND INC, founded in 1972, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $35K in total revenue in fiscal year 2024. Revenue fell 27% from the prior year — a significant decline worth monitoring. Expenses of $44K exceeded revenue, resulting in a 25% operating deficit.

Mission

TO PROVIDE ASSISTANCE TO FAMILIES AND INDIVIDUALS WHO ARE IN NEED.

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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 $14,008

Program Service Revenue $0

Investment Income $76

Other Revenue $21,101

TOTAL REVENUE $35,185

Expense Breakdown

Grants Paid $41,692

Salaries & Benefits $0

Fundraising Expenses $400

Program Expenses $42,114

Other Expenses $2,399

TOTAL EXPENSES $44,091

Year-over-Year Comparison

	2024	2023	Change
Revenue	$35,185	$48,121	-0.3%
Expenses	$44,091	$33,177	+0.3%
Net Income	$-8,906	$14,944	-1.6%

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

Employees

N/A

Volunteers

N/A

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
BECKY BRTVA	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
DAVID JACKSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
MIKE LEWINSKI	TREASURER	1.00	Officer Director	$0	$0	$0
PETE MASSENGALE	SECRETARY	1.00	Officer 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	$35,185	$44,091	$41,079	$-8,906
2024	$48,121	$33,177	$50,003	$14,944
2023	$32,234	$34,084	$34,795	$-1,850
2022	$25,957	$30,479	$36,381	$-4,522
2021	$24,529	$24,834	$40,573	$-305
2020	$21,118	$21,654	$40,878	$-536

WISHING WELL FUND INC