THE JOSHUA P WILLIAMS FOUNDATION (EIN 421593012) - 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

2004

Legal Domicile

Principal Officer

MARK HANAN

Phone

4258371983

Tax Period

2023-01-01 to 2023-12-31

THE JOSHUA P WILLIAMS FOUNDATION, founded in 2004, is a small nonprofit in the Human Services sector that reported $197K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $88K, a strong 45% operating margin.

Mission

TO SUPPORT CHILDREN, PARENTS AND THE COMMUNITY BY PROVIDING FINANCIAL SUPPORT TO CHILDREN, ORGANIZATIONS THAT PROMOTE RELATIONSHIPS BETWEEN PARENTS AND CHILDREN AND PROVIDING GRANTS TO DEVELOP PUBLIC ATHLETIC FIELDS AND SPORTS FACILITIES FOR YOUTH.

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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 $389,990

Program Service Revenue $0

Investment Income $0

Other Revenue $-193,147

TOTAL REVENUE $196,843

Expense Breakdown

Grants Paid $100,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $100,000

Other Expenses $9,130

TOTAL EXPENSES $109,130

Year-over-Year Comparison

	2023	2022	Change
Revenue	$196,843	$208,721	-0.1%
Expenses	$109,130	$240,169	-0.5%
Net Income	$87,713	$-31,448	-3.8%

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
BRANDON HEMPHILL	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARK HANAN	TREASURER	1.00	Officer Director	$0	$0	$0
CORY RICE	EXECUTIVE SECRETARY	1.00	Officer Director	$0	$0	$0
PATRICK ALLEN	DIRECTOR	1.00	Director	$0	$0	$0
KIM CARLSON	DIRECTOR	1.00	Director	$0	$0	$0
MORGAN GUNNING	DIRECTOR	1.00	Director	$0	$0	$0
BARRY LEMOND	DIRECTOR	1.00	Director	$0	$0	$0
COLLIN ROBERTS	DIRECTOR	1.00	Director	$0	$0	$0
LUKE TUSHAR	DIRECTOR	1.00	Director	$0	$0	$0
DEBRA WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
PHILIP WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
BRUCE WOTHERSPOON	DIRECTOR	1.00	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	$196,843	$109,130	$98,964	$87,713
2022	$208,721	$240,169	$11,251	$-31,448
2021	$150,467	$181,230	$42,699	$-30,763
2020	$144,852	$151,585	$73,462	$-6,733
2019	$143,644	$120,594	$80,195	$23,050
2018	$147,530	$134,430	$57,145	$13,100

THE JOSHUA P WILLIAMS FOUNDATION