4-H FUND OF WHARTON PARENTS & ADULT LEADERS ASSOC (EIN 352616740) - 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

2018

Legal Domicile

Principal Officer

STEPHANIE STRACK

Phone

9795323310

Tax Period

2024-09-01 to 2025-08-31

4-H FUND OF WHARTON PARENTS & ADULT LEADERS ASSOC, founded in 2018, is a small nonprofit that reported $104K in total revenue in fiscal year 2024. The organization ran a surplus of $26K, a strong 25% operating margin.

Mission

THIS SHALL BE A NONPROFIT ORGANIZATION EXCLUSIVELY FOR THE PURPOSE OF PROMOTING 4-H CLUB WORK. THE OBJECTIVES OF THIS ORGANIZATION SHALL BE: 1. TO PROVIDE LEARNING SITUATIONS FOR THE DEVELOPMENT OF LEADERSHIP, RESPONSIBILITY, AND EFFECTIVE CITIZENSHIP. II. TO PROVIDE EDUCATIONAL AND CHALLENGING EXPERIENCES THAT WILL ENABLE YOUNG PEOPLE TO BECOME KNOWLEDGEABLE AND SKILLED IN THEIR SELECTED PROJECT AREAS. III. TO PROVIDE INFORMATION AND TRAINING IN OTHER 4-H ACTIVITIES AS MEMBERS' INTERESTS DICTATE. IV. TO HELP EACH MEMBER EXPERIENCE PERSONAL GROWTH AND ACHIEVEMENT, AS WELL AS BE OF SERVICE TO OTHERS.

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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 $22,682

Program Service Revenue $27,871

Investment Income $0

Other Revenue $53,902

TOTAL REVENUE $104,455

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $66,498

Other Expenses $77,999

TOTAL EXPENSES $77,999

Year-over-Year Comparison

	2024	2023	Change
Revenue	$104,455	N/A	N/A
Expenses	$77,999	N/A	N/A
Net Income	$26,456	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

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
SUSAN SCHOENEBERG	TREASURER	N/A	Officer	$0	$0	$0
STEPHANIE STRACK	PRESIDENT	N/A	Officer	$0	$0	$0
ANDREA WALLIS	SECRETARY	N/A	Officer	$0	$0	$0
MICHELE ZAHN	VICE PRESIDE	N/A	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	$104,455	$77,999	$48,282	$26,456

4-H FUND OF WHARTON PARENTS & ADULT LEADERS ASSOC