WaterStone Supporting Org Trust 2 (EIN 454295983) - 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

2003

Legal Domicile

Phone

7194474620

Tax Period

2023-01-01 to 2023-12-31

WaterStone Supporting Org Trust 2, founded in 2003, is a community nonprofit in the Religion sector that reported $7.5M in total revenue in fiscal year 2023. Revenue surged 34% from the prior year, signaling strong growth momentum. The organization ran a surplus of $7.3M, a strong 98% operating margin.

Mission

Support the purpose of Christian Community Foundation DBA WaterStone

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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 $4,501,774

Program Service Revenue $0

Investment Income $2,972,104

Other Revenue $0

TOTAL REVENUE $7,473,878

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $162,821

TOTAL EXPENSES $162,821

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,473,878	$5,584,910	+0.3%
Expenses	$162,821	$719,123	-0.8%
Net Income	$7,311,057	$4,865,787	+0.5%

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

$591,022

Total Directors

$591,022

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rick VonGnechten	Trustee	1.00	Officer Director	$0	$31,636	$314,456
Chris Start	Trustee	1.00	Officer Director	$0	$42,008	$276,566
Richard Lavinski	Trustee	1.00	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
2024	No data	No data	No data	No data
2023	$7,473,878	$162,821	$30,339,732	$7,311,057
2022	$5,584,910	$719,123	$25,511,145	$4,865,787
2021	$17,040,577	$136,245	$21,988,997	$16,904,332
2020	$17	$31,130	$5,084,665	$-31,113

WaterStone Supporting Org Trust 2