GLOBAL MOVING FOUNDATION (EIN 432028242) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

TERRY HEAD

Phone

7033179950

Tax Period

2024-07-01 to 2025-06-30

ALAN F WOHLSTETTER SCHOLARSHIP FUND INC, founded in 2003, is a micro nonprofit in the Education sector that reported $83K in total revenue in fiscal year 2020. Revenue surged 66% from the prior year, signaling strong growth momentum. The organization ran a surplus of $37K, a strong 44% operating margin.

Mission

TO ADVANCE THE PROFESSIONALISM AND VIABILITY OF OUR WORKFORCE AND FOSTER A CULTURE OF ACCESIBILITY, EXCELLENCE AND CONTINUOUS IMPROVEMENT.

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $147,410

Program Service Revenue $0

Investment Income $25,573

Other Revenue $0

TOTAL REVENUE $172,983

Expense Breakdown

Grants Paid $45,000

Salaries & Benefits $0

Fundraising Expenses $2,025

Program Expenses $91,163

Other Expenses $77,392

TOTAL EXPENSES $122,392

Year-over-Year Comparison

	2024	2023	Change
Revenue	$172,983	$127,718	+0.4%
Expenses	$122,392	$124,517	0.0%
Net Income	$50,591	$3,201	+14.8%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
GEORGIA ANGELL	DIRECTOR	1.00	Director	$0	$0	$0
JOHN BURROWS	DIRECTOR	1.00	Director	$0	$0	$0
TERRY HEAD	CHAIR	1.00	Officer Director	$0	$0	$0
HEATHER ENGEL	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN LIMPEROPULOS	DIRECTOR	1.00	Director	$0	$0	$0
ENRIQUE LOPEZ	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ANN WOHLSTETTER	DIRECTOR	1.00	Director	$0	$0	$0
DONALD GOLDBERG	FUNDRAISING CHAIR	1.00	Director	$0	$0	$0
CHARNEL FRANCIS	DIRECTOR	1.00	Director	$0	$0	$0
TAYLOR HEIDEMAN	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
2025	$172,983	$122,392	$550,263	$50,591
2024	$127,718	$124,517	$507,172	$3,201
2023	$87,000	$78,355	$476,471	$8,645
2022	$30,487	$64,257	$480,326	$-33,770
2021	$83,009	$46,442	$519,096	$36,567

GLOBAL MOVING FOUNDATION