Polish Womens Alliance of America Charitable and Educational Foundation (EIN 364480318) - 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

Sharon Zago

Phone

7736828679

Tax Period

2020-08-01 to 2021-07-31

Polish Womens Alliance of America Charitable and Educational Foundation, founded in 2001, is a micro nonprofit in the Education sector that reported $43K in total revenue in fiscal year 2020. Revenue decreased 19% compared to the prior year. Expenses of $69K exceeded revenue, resulting in a 61% operating deficit.

Mission

The organization purpose is charitable, cultural, and educational. The organization provides scholarships to students who will benefit the Polish Community and give pride to Americans of Polish descent.

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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 (2020)

Revenue Breakdown

Contributions & Grants $500

Program Service Revenue $0

Investment Income $42,584

Other Revenue $0

TOTAL REVENUE $43,084

Expense Breakdown

Grants Paid $51,300

Salaries & Benefits $8,000

Fundraising Expenses $0

Program Expenses $51,300

Other Expenses $10,172

TOTAL EXPENSES $69,472

Year-over-Year Comparison

	2020	2019	Change
Revenue	$43,084	$53,135	-0.2%
Expenses	$69,472	$50,335	+0.4%
Net Income	$-26,388	$2,800	-10.4%

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

$8,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sharon Zago	Secretary/Treas	5.00	Officer	$7,000	$0	$7,000
Mary Derwinski	President	1.00	Officer	$500	$0	$500
Doris Sikorsky	Vice President	1.00	Officer	$500	$0	$500

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
2021	$43,084	$69,472	$1,806,204	$-26,388
2020	$53,135	$50,335	$1,539,276	$2,800
2019	$41,756	$45,829	$1,497,522	$-4,073

Polish Womens Alliance of America Charitable and Educational Foundation