THE WAWA FOUNDATION INC (EIN 464021003) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

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

2013

Legal Domicile

Principal Officer

MARIA KALOGREDIS

Phone

6103588000

Tax Period

2024-01-01 to 2024-12-31

THE WAWA FOUNDATION INC, founded in 2013, is a mid-sized nonprofit in the Human Services sector that reported $20.3M in total revenue in fiscal year 2024. Revenue surged 71% from the prior year, signaling strong growth momentum. Expenses of $18.0M left a modest 11% surplus.

Mission

THE FOUNDATION WILL MAKE GRANTS TO SECTION 501(C)3 CHARITABLE ORGANIZATIONS WHOSE FOCUS IS HEALTH RELATED ISSUES, COMBATING HUNGER, AND BENEFITTING EVERYDAY HEROES WHICH ARE GENERALLY LOCATED IN THE GEOGRAPHIC AREA WHERE THE FOUNDATION'S FUNDRAISING OCCURS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $20,221,877

Program Service Revenue $0

Investment Income $104,914

Other Revenue $0

TOTAL REVENUE $20,326,791

Expense Breakdown

Grants Paid $18,009,876

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $18,009,876

Other Expenses $50

TOTAL EXPENSES $18,009,926

Year-over-Year Comparison

	2024	2023	Change
Revenue	$20,326,791	$11,869,665	+0.7%
Expenses	$18,009,926	$14,709,495	+0.2%
Net Income	$2,316,865	$-2,839,830	-1.8%

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

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
ELIZABETH SIMEONE	PRESIDENT	15.00	Officer Director	$0	$0	$0
RICHARD WOOD	VICE PRESIDENT	2.50	Officer Director	$0	$0	$0
THOMAS RACHUBINSKI	VICE PRESIDENT & TREASURER (THRU 11/24)	4.50	Officer Director	$0	$0	$0
LORI BRUCE	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
KEVIN MCGRATH	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
WILLIAM O'DONNELL	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
MARIA KALOGREDIS	CHAIR	3.00	Officer Director	$0	$0	$0
TARA GIBBONS	VICE PRESIDENT & SECRETARY	1.00	Officer Director	$0	$0	$0
JEAN LLOYD	TREASURER	4.00	Officer Director	$0	$0	$0
MARTIN MAGER	ASST. TREASURER	3.00	Officer Director	$0	$0	$0
JASON READ	DIRECTOR (THRU 10/24)	2.00	Director	$0	$0	$0
NHI BRYAN	DIRECTOR	1.00	Director	$0	$0	$0
JASON HOMOLA	DIRECTOR	1.00	Director	$0	$0	$0
DENISE DIILLIO	DIRECTOR	1.00	Director	$0	$0	$0
SAM KACHIDZA	DIRECTOR	1.00	Director	$0	$0	$0
JES SAUNDERS	DIRECTOR	1.00	Director	$0	$0	$0
SARVATH JONES	DIRECTOR	2.00	Director	$0	$0	$0
CHERYL MCAROY	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
2024	$20,326,791	$18,009,926	$7,053,017	$2,316,865
2023	$11,869,665	$14,709,495	$3,902,257	$-2,839,830
2022	$13,122,424	$13,555,644	$6,504,268	$-433,220
2021	$12,236,097	$12,224,631	$7,147,427	$11,466
2020	$12,488,029	$11,570,007	$7,359,532	$918,022
2019	$9,963,730	$12,817,857	$6,479,505	$-2,854,127
2018	$12,266,562	$11,085,525	$9,174,229	$1,181,037

THE WAWA FOUNDATION INC