Westminster Support Foundation Inc (EIN 464875631) - 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

2014

Legal Domicile

Principal Officer

Keri Hale

Phone

4357552000

Tax Period

2023-01-01 to 2023-12-31

Westminster Support Foundation Inc, founded in 2014, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $121K in total revenue in fiscal year 2023. Revenue surged 33% from the prior year, signaling strong growth momentum. Net assets of $1.5M represent 148 months of operating reserves.

Mission

PROVIDE FINANCIAL SUPPORT TO WESTMINSTER COLLEGE CHOIR.

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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 $0

Program Service Revenue $0

Investment Income $121,398

Other Revenue $0

TOTAL REVENUE $121,398

Expense Breakdown

Grants Paid $120,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $120,000

Other Expenses $7,634

TOTAL EXPENSES $127,634

Year-over-Year Comparison

	2023	2022	Change
Revenue	$121,398	$91,173	+0.3%
Expenses	$127,634	$187,956	-0.3%
Net Income	$-6,236	$-96,783	-0.9%

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	Role	Reportable Comp	Other Comp	Total
KERI HALE	PRESIDENT, TRUSTEE	Officer Director	$0	$0	$0
KAYE STACKPOLE	SECRETARY, TRUSTEE	Officer Director	$0	$0	$0
FRANK COPPIN	TREASURER, TRUSTEE	Officer Director	$0	$0	$0
Kimi Kawashima	Trustee, Vice President	Officer Director	$0	$0	$0
Daniel Lewis	Trustee	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	$121,398	$127,634	$1,501,541	$-6,236
2022	$91,173	$187,956	$1,507,777	$-96,783
2021	$172,896	$70,763	$1,604,559	$102,133
2020	$165,763	$121,269	$1,502,426	$44,494
2018	$103,202	$159,200	$1,540,897	$-55,998

Westminster Support Foundation Inc