Womans Educational Aid Association (EIN 363049387) - 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

1874

Legal Domicile

Principal Officer

Marcelle Fullwood-Pakalnis

Phone

8475716444

Tax Period

2023-09-01 to 2024-08-31

Womans Educational Aid Association, founded in 1874, is a micro nonprofit in the Education sector that reported $42K in total revenue in fiscal year 2023. Revenue fell 75% from the prior year — a significant decline worth monitoring. Expenses of $241K exceeded revenue, resulting in a 477% operating deficit.

Mission

Financial aid to needy students at Northwestern University

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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 $4,660

Program Service Revenue $0

Investment Income $37,182

Other Revenue $0

TOTAL REVENUE $41,842

Expense Breakdown

Grants Paid $223,165

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $229,195

Other Expenses $18,287

TOTAL EXPENSES $241,452

Year-over-Year Comparison

	2023	2022	Change
Revenue	$41,842	$166,789	-0.7%
Expenses	$241,452	$231,850	+0.0%
Net Income	$-199,610	$-65,061	+2.1%

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
Marti R Bjornson	Archives Chm.	2.00	Director	$0	$0	$0
Joyce Kahler-Gordon	Scholar Engmt	2.00	Director	$0	$0	$0
Brittany Ray	Scholar Engmt	2.00	Director	$0	$0	$0
Rona Pietrzak	Governance	2.00	Director	$0	$0	$0
Ashley Falcon	Communications	2.00	Director	$0	$0	$0
Monica Peppel	Scholar Engmt	2.00	Director	$0	$0	$0
Chloe Wong	Scholar Engmt	2.00	Director	$0	$0	$0
Annie Zhang	Scholar Engmt	2.00	Director	$0	$0	$0
Kristin Jain	Governance	2.00	Director	$0	$0	$0
Marjorie Passini	Governance	2.00	Director	$0	$0	$0
Renanah Lehner	President	2.00	Officer	$0	$0	$0
Agnes Roach	Admin VP	2.00	Officer	$0	$0	$0
Marcelle Fullwood-Pakalnis	Treasurer	2.00	Officer	$0	$0	$0
Vanessa Bush Ford	Recording Sec	2.00	Officer	$0	$0	$0
Jacqueline S Bryant	Executive VP	2.00	Officer	$0	$0	$0
Ida Samuel-Clay	Past Treasurer	4.00	Officer	$0	$0	$0
Betty Terry-Lundy	Past President	2.00	Officer	$0	$0	$0
Leon Tai	Rec. Secretary	2.00	Officer	$0	$0	$0
Kate Boege	Exec. VP	2.00	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
2024	$41,842	$241,452	$4,192,479	$-199,610
2023	$166,789	$231,850	$4,392,089	$-65,061
2022	$454,032	$236,294	$4,457,150	$217,738
2021	$430,639	$282,001	$4,239,412	$148,638
2020	$223,398	$195,212	$4,090,774	$28,186
2019	$219,862	$247,149	$4,062,588	$-27,287
2018	$290,663	$228,161	$4,089,875	$62,502

Womans Educational Aid Association