WELL DUNN (EIN 460687834) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2012

Legal Domicile

Principal Officer

DAVID NORMAN

Phone

4348179390

Tax Period

2023-01-01 to 2023-12-31

WELL DUNN, founded in 2012, is a micro nonprofit in the Education sector that reported $51K in total revenue in fiscal year 2018. Revenue fell 35% from the prior year — a significant decline worth monitoring. Expenses of $95K exceeded revenue, resulting in a 87% operating deficit.

Mission

TO SUPPORT THE AMBITIONS OF INSPIRED YOUNG PROFESSIONALS BY PROVIDING MENTORSHIPS, SCHOLARSHIPS, INTERNSHIPS, AND JOB PLACEMENT ASSISTANCE TO VOLUNTEERS IN THE ENTERTAINMENT INDUSTRY THAT SHOW EXCEPTIONAL TALENT AND DRIVE AS THE LEADERS OF TOMORROW.

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Trantor Score

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

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $153,346

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $153,346

Expense Breakdown

Grants Paid $16,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $16,500

Other Expenses $66,818

TOTAL EXPENSES $83,318

Year-over-Year Comparison

	2023	2022	Change
Revenue	$153,346	$82,892	+0.8%
Expenses	$83,318	$64,941	+0.3%
Net Income	$70,028	$17,951	+2.9%

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
DAVID NORMAN	PRESIDENT	2.00	Officer	$0	$0	$0
JACQUELINE BARSOTTI	SECRETARY	2.00	Officer	$0	$0	$0
NANCY TARR	GENERAL MANAGER	2.00	Officer	$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	$153,346	$83,318	$165,104	$70,028
2022	$82,892	$64,941	$95,076	$17,951
2021	$52,261	$51,576	$77,125	$685
2020	$69,251	$53,369	$76,440	$15,882
2019	$85,624	$71,408	$60,558	$14,216
2018	$50,936	$95,408	$46,342	$-44,472

WELL DUNN