WX CHARITABLE FUND LTD (EIN 451019064) - 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

2010

Legal Domicile

Principal Officer

AMY APPLEBAUM

Phone

2124507300

Tax Period

2018-07-01 to 2019-06-30

WX CHARITABLE FUND LTD, founded in 2010, is a micro nonprofit that reported $4K in total revenue in fiscal year 2018. Revenue fell 99% from the prior year — a significant decline worth monitoring. Expenses of $262K exceeded revenue, resulting in a 6649% operating deficit.

Mission

WORKING CLOSELY WITH WX INC., THE WX CHARITABLE FUND PROVIDES SCHOLARSHIPS TO PROGRAMS WHICH SUPPORT THE CAREER DEVELOPMENT OF YOUNG WOMEN PURSUING CAREERS IN COMMERCIAL REAL ESTATE.

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $3,884

Other Revenue $0

TOTAL REVENUE $3,884

Expense Breakdown

Grants Paid $173,721

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $200,691

Other Expenses $88,416

TOTAL EXPENSES $262,137

Year-over-Year Comparison

	2018	2017	Change
Revenue	$3,884	$317,479	-1.0%
Expenses	$262,137	$309,271	-0.2%
Net Income	$-258,253	$8,208	-32.5%

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
BETH ZAFONTE	PRESIDENT	1.00	Officer Director	$0	$0	$0
SONIA BAIN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ELLEN KENDELL	SECRETARY	1.00	Officer Director	$0	$0	$0
IONE WILSMANN	TREASURER	1.00	Officer Director	$0	$0	$0
SUZANNE ST PIERRE	DIRECTOR	1.00	Director	$0	$0	$0
JEAN MARIE APRUZZESE	DIRECTOR	1.00	Director	$0	$0	$0
LIVIA CORREDOR	DIRECTOR	1.00	Director	$0	$0	$0
MIRIAM HARRIS	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIA HAUSERMAN	DIRECTOR	1.00	Director	$0	$0	$0
LAURA RAPAPORT	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER SCHWARTZMAN	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
2019	$3,884	$262,137	$116,378	$-258,253
2018	$317,479	$309,271	$375,881	$8,208

WX CHARITABLE FUND LTD