NWFA EDUCATION & RESEARCH FOUNDATION (EIN 431938473) - 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

DANA ROGERS

Phone

6365199663

Tax Period

2024-01-01 to 2024-12-31

NWFA EDUCATION & RESEARCH FOUNDATION, founded in 2001, is a small nonprofit in the Housing & Shelter sector that reported $780K in total revenue in fiscal year 2024.

Mission

TO DEVELOP EDUCATIONAL AND SCHOLARSHIP PROGRAMS AND CONDUCT SCIENTIFIC RESEARCH FOR THE PURPOSE OF OBTAINING SCEINTIFIC INFORMATION, WHICH WILL BE PUBLISHED IN TREATISE, THESIS, TRADE PUBLICATIONS, OR IN OTHER FORMS TAHT ARE AVAILABLE TO THE INTERESTED PUBLIC.

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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 $18,145

Program Service Revenue $660,348

Investment Income $6,687

Other Revenue $94,992

TOTAL REVENUE $780,172

Expense Breakdown

Grants Paid $13,000

Salaries & Benefits $437,893

Fundraising Expenses $0

Program Expenses $705,617

Other Expenses $404,619

TOTAL EXPENSES $855,512

Year-over-Year Comparison

	2024	2023	Change
Revenue	$780,172	$739,275	+0.1%
Expenses	$855,512	$754,931	+0.1%
Net Income	$-75,340	$-15,656	+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

$510,719

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTI PRINCE	CHAIRMAN	1.00	Officer Director	$0	$0	$0
BARBARA TITUS	TREASURER	1.00	Officer Director	$0	$0	$0
BRENDA CASHION	SECRETARY	1.00	Director	$0	$0	$0
DAN NATKIN	DIRECTOR	1.00	Director	$0	$0	$0
JOH NAMBA	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN MULLANY	CHAIRMAN-ELECT	1.00	Director	$0	$0	$0
JOHN HAMMEL	DIRECTOR	1.00	Director	$0	$0	$0
JOHN LESSICK	DIRECTOR	1.00	Director	$0	$0	$0
JOSH NEUBERGER	DIRECTOR	1.00	Director	$0	$0	$0
SPRIGG LYNN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID LAUZON	DIRECTOR	1.00	Director	$0	$0	$0
KAYLEEN MCCABE	DIRECTOR	1.00	Director	$0	$0	$0
RENEE TESTER	DIRECTOR	1.00	Director	$0	$0	$0
COREY CATHCART	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL MARTIN	NWFA PRESIDENT & CEO	4.00	Officer	$0	$29,890	$329,126
ANITA HOWARD	CHIEF OPERATING OFFICER	4.00	Officer	$4,536	$30,394	$181,593
BRETT MILLER	VP OF TECHNICAL STANDARDS	16.00	Highest	$52,046	$27,420	$176,123
LIBBY JOHNSTON	PUBLISHER VP OR MEDIA	1.00	Highest	$0	$16,768	$163,036
STEPHANIE OWEN	VP EDUCATION	20.00	Highest	$110,671	$23,039	$170,600
DANA ROGERS	COMPTROLLER	4.00	Highest	$10,812	$17,955	$126,071

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	$780,172	$855,512	$478,244	$-75,340
2023	$739,275	$754,931	$471,400	$-15,656
2022	$1,054,155	$751,931	$397,535	$302,224
2021	$590,872	$532,596	$474,584	$58,276
2020	$324,777	$450,197	$462,419	$-125,420
2019	$605,227	$802,153	$392,751	$-196,926
2018	$876,625	$909,738	$326,277	$-33,113

NWFA EDUCATION & RESEARCH FOUNDATION