DC WISE Inc (EIN 465593472) - 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

Valerie Cline

Phone

2027596806

Tax Period

2018-07-01 to 2019-06-30

DC WISE Inc, founded in 2014, is a small nonprofit in the Human Services sector that reported $242K in total revenue in fiscal year 2018. Revenue surged 91% from the prior year, signaling strong growth momentum. The organization ran a surplus of $39K, a strong 16% operating margin.

Mission

Women in solidarity for empowerment - to invest in and enhance organizations that positively impact the lives of women and children in the District of Columbia.

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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 (2018)

Revenue Breakdown

Contributions & Grants $128,896

Program Service Revenue $0

Investment Income $0

Other Revenue $112,697

TOTAL REVENUE $241,593

Expense Breakdown

Grants Paid $182,195

Salaries & Benefits $0

Fundraising Expenses $5,176

Program Expenses $187,781

Other Expenses $20,346

TOTAL EXPENSES $202,541

Year-over-Year Comparison

	2018	2017	Change
Revenue	$241,593	$126,182	+0.9%
Expenses	$202,541	$135,018	+0.5%
Net Income	$39,052	$-8,836	-5.4%

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

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
Valerie Cline	Co-President	2.00	Officer Director	$0	$0	$0
Heather Davenport	Co-President	2.00	Officer Director	$0	$0	$0
Jennifer Landgraff	Fincl Secretary	2.00	Officer Director	$0	$0	$0
Jenn Smira	Secretary	2.00	Officer Director	$0	$0	$0
Jen Angotti	Marketing	2.00	Officer Director	$0	$0	$0
Claudia Vitale	Director	2.00	Director	$0	$0	$0
Mandy Mills	Director	2.00	Director	$0	$0	$0
Kymber Menkiti	Director	2.00	Director	$0	$0	$0
Melanie Hayes	Director	2.00	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
2019	$241,593	$202,541	$212,317	$39,052

DC WISE Inc