WOMEN'S AMERICAN ORT FOUNDATION (EIN 366161357) - 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

1961

Legal Domicile

Phone

2125057700

Tax Period

2024-01-01 to 2024-12-31

WOMEN'S AMERICAN ORT FOUNDATION, founded in 1961, is a small nonprofit that reported $675K in total revenue in fiscal year 2024. The organization ran a surplus of $329K, a strong 49% operating margin.

Mission

TO RAISE FUNDS FOR A NETWORK OF ORT SCHOOLS AND PROGRAMS IN THE UNITED STATES AND AROUND THE WORLD.

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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 $2,534

Program Service Revenue $0

Investment Income $502,382

Other Revenue $170,000

TOTAL REVENUE $674,916

Expense Breakdown

Grants Paid $192,167

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $192,167

Other Expenses $154,132

TOTAL EXPENSES $346,299

Year-over-Year Comparison

	2024	2023	Change
Revenue	$674,916	$675,782	0.0%
Expenses	$346,299	$376,715	-0.1%
Net Income	$328,617	$299,067	+0.1%

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

$334,966

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY COOPER	TREASURER	5.0	Officer Director	$0	$0	$0
LAWRENCE KADIS	PRESIDENT	3.0	Officer Director	$0	$0	$0
LINDA KIRSSCHBAUM	SECRETARY	1.0	Officer Director	$0	$0	$0
BUBBA URDAN	BOARD TRUSTEE	1.0	Director	$0	$0	$0
JOSEF LOEFFLER	BOARD TRUSTEE	1.0	Director	$0	$0	$0
MICHAEL PERLMUTER	BOARD TRUSTEE	1.0	Director	$0	$0	$0
SHELLEY FAGEL	BOARD TRUSTEE	1.0	Director	$0	$0	$0
JONATHAN S MILLER	CFO (THRU 8/9/24)	5.0	Officer	$0	$13,098	$150,182
LILY JOY M SEMBRANO	CONTROLLER	5.0	Officer	$0	$36,989	$184,784

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	$674,916	$346,299	$12,056,708	$328,617
2023	$675,782	$376,715	$11,334,438	$299,067
2022	$243,922	$456,860	$10,351,321	$-212,938
2021	$1,503,555	$589,479	$12,830,284	$914,076
2020	$373,742	$501,077	$11,405,531	$-127,335
2020	$291,956	$496,555	$6,413,658	$-204,599
2019	$600,097	$682,899	$10,981,658	$-82,802
2018	$641,635	$465,861	$10,195,467	$175,774

WOMEN'S AMERICAN ORT FOUNDATION