NORTH WOODWARD COMMUNITY FOUNDATION (EIN 383390605) - 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

1998

Legal Domicile

Principal Officer

KAREN GREENWOOD

Phone

2487810470

Tax Period

2023-01-01 to 2023-12-31

NORTH WOODWARD COMMUNITY FOUNDATION, founded in 1998, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $351K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $119K, a strong 34% operating margin.

Mission

INVESTING IN CITIZEN DRIVEN INITIATIVES TO ENHANCE THE QUALITY OF LIFE IN THE COMMUNITY THROUGH PHILANTHROPY

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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 $64,039

Program Service Revenue $257,165

Investment Income $30,166

Other Revenue $0

TOTAL REVENUE $351,370

Expense Breakdown

Grants Paid $75,534

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $218,100

Other Expenses $156,853

TOTAL EXPENSES $232,387

Year-over-Year Comparison

	2023	2022	Change
Revenue	$351,370	$307,096	+0.1%
Expenses	$232,387	$202,902	+0.1%
Net Income	$118,983	$104,194	+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

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
JON BOGUTH	SECRETARY	N/A	Director	$0	$0	$0
DAWN CALNEN	DIRECTOR	N/A	Director	$0	$0	$0
DAN DUGGAN	TREASURER	N/A	Director	$0	$0	$0
KUMAR GIRI	DIRECTOR	N/A	Director	$0	$0	$0
KAREN GREENWOOD	CHAIRMAN	N/A	Director	$0	$0	$0
JENNETTE SMITH KOTILA	VICE CHAIR	N/A	Director	$0	$0	$0
DOUG TIETZ	DIRECTOR	N/A	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
2024	No data	No data	No data	No data
2023	$351,370	$232,387	$1,063,390	$118,983
2022	$307,096	$202,902	$955,965	$104,194
2021	$321,394	$183,291	$1,001,955	$138,103
2020	$106,811	$99,470	$863,102	$7,341
2019	$467,059	$452,288	$791,203	$14,771
2018	$612,403	$525,056	$814,182	$87,347

NORTH WOODWARD COMMUNITY FOUNDATION