WINCHESTER ROAD FOUNDATIONINC (EIN 384020122) - 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

2016

Legal Domicile

Principal Officer

DR CHARITY PLAXTON-HENNINGS

Phone

9512946775

Tax Period

2023-07-01 to 2024-06-30

WINCHESTER ROAD FOUNDATIONINC, founded in 2016, is a small nonprofit in the Education sector that reported $143K in total revenue in fiscal year 2023. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $267K exceeded revenue, resulting in a 87% operating deficit.

Mission

SUPPORT THE CHARITABLE AND EDUCATIONAL MISSION OF TVCS, INC. UNDERTAKE ANY AND ALL ADDITIONAL ACTIVITIES AS MAY BE PROPER IN CONNECTION WITH TVCS, INC.

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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 $117,134

Program Service Revenue $4,190

Investment Income $0

Other Revenue $21,269

TOTAL REVENUE $142,593

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $264,958

Other Expenses $266,875

TOTAL EXPENSES $266,875

Year-over-Year Comparison

	2023	2022	Change
Revenue	$142,593	$179,770	-0.2%
Expenses	$266,875	$126,962	+1.1%
Net Income	$-124,282	$52,808	-3.4%

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

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
TERRI MAREK	SECRETARY/CF	2.00	Officer Director	$0	$0	$0
DR CHARITY PLAXTON-HENNINGS	EXECUTIVE DI	2.00	Director	$0	$0	$0
RICHARD SIMS	CHIEF EXE OF	2.00	Officer 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
2025	No data	No data	No data	No data
2024	$142,593	$266,875	$170,853	$-124,282
2023	$179,770	$126,962	$239,056	$52,808
2021	$81,218	$26,228	$153,202	$54,990
2020	$178,303	$80,091	$98,212	$98,212

WINCHESTER ROAD FOUNDATIONINC