WHIRLPOOL COLLECTIVE IMPACT FUND (EIN 461592577) - 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

2012

Legal Domicile

Principal Officer

DEBORAH O'CONNOR

Phone

2699235000

Tax Period

2021-01-01 to 2021-12-31

WHIRLPOOL COLLECTIVE IMPACT FUND, founded in 2012, is a small nonprofit that reported $290K in total revenue in fiscal year 2021. Revenue fell 82% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $111K, a strong 38% operating margin.

Mission

THE WHIRLPOOL COLLECTIVE IMPACT FUND WILL HOST EVENTS, RAISING FUNDS TO FURTHER OUR COLLECTIVE IMPACT STRATEGY.

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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 (2021)

Revenue Breakdown

Contributions & Grants $290,000

Program Service Revenue $0

Investment Income $85

Other Revenue $0

TOTAL REVENUE $290,085

Expense Breakdown

Grants Paid $150,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $150,000

Other Expenses $29,278

TOTAL EXPENSES $179,278

Year-over-Year Comparison

	2021	2020	Change
Revenue	$290,085	$1,612,530	-0.8%
Expenses	$179,278	$1,570,398	-0.9%
Net Income	$110,807	$42,132	+1.6%

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

N/A

Independent Members

N/A

Employees

N/A

Volunteers

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
D JEFFREY NOEL	PRESIDENT & TRUSTEE	1.0	Officer Director	$0	$0	$0
DEBORAH O'CONNOR	VICE PRESIDENT & TRUSTEE	1.0	Officer Director	$0	$0	$0
CAREY MARTIN	TRUSTEE	1.0	Director	$0	$0	$0
MICHAEL MULLEN	SECRETARY/TREASURER	1.0	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
2021	$290,085	$179,278	No data	$110,807
2020	$1,612,530	$1,570,398	$566,042	$42,132
2019	$2,215,756	$2,098,127	$613,442	$117,629
2018	$2,561,676	$2,156,152	$495,813	$405,524

WHIRLPOOL COLLECTIVE IMPACT FUND