GREATER WACO COLLECTIVE IMPACT INITIATIVE (EIN 465714986) - 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

ANDREA BAREFIELD

Phone

2543151760

Tax Period

2024-01-01 to 2024-12-31

GREATER WACO COLLECTIVE IMPACT INITIATIVE, founded in 2014, is a community nonprofit in the Community Improvement sector that reported $1.0M in total revenue in fiscal year 2024. Revenue decreased 18% compared to the prior year. Expenses of $1.2M exceeded revenue, resulting in a 14% operating deficit.

Mission

TO BUILD AN ENVIRONMENT IN WHICH ALL MEMBERS OF THE COMMUNITY MEASURABLY IMPROVE THEIR HEALTH, EDUCATION, AND FINANCIAL SECURITY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,001,189

Program Service Revenue $0

Investment Income $10,028

Other Revenue $-103

TOTAL REVENUE $1,011,114

Expense Breakdown

Grants Paid $0

Salaries & Benefits $781,053

Fundraising Expenses $0

Program Expenses $855,705

Other Expenses $372,376

TOTAL EXPENSES $1,153,429

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,011,114	$1,233,771	-0.2%
Expenses	$1,153,429	$1,030,436	+0.1%
Net Income	$-142,315	$203,335	-1.7%

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

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

$151,363

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREA BAREFIELD	CHAIR-ELECT	5.00	Director	$0	$0	$0
FRED HILLS	CHAIR	3.00	Director	$0	$0	$0
DILLON MEEK	CHAIR	3.00	Director	$0	$0	$0
SARAH ROBERTS	CHAIR	3.00	Director	$0	$0	$0
ISABEL WEEDEN	TREASURER	3.00	Director	$0	$0	$0
SHARON SHIELDS	SECRETARY	3.00	Director	$0	$0	$0
JIM HOLMES	CHAIR	3.00	Director	$0	$0	$0
JACKSON GRIGGS	VICE CHAIR	3.00	Director	$0	$0	$0
JOSIE GUTIERREZ	VICE CHAIR	3.00	Director	$0	$0	$0
JESSICA ATTAS	CEO	40.00	Officer	$151,363	$0	$151,363

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	$1,011,114	$1,153,429	$1,780,592	$-142,315
2023	$1,233,771	$1,030,436	$1,405,444	$203,335
2022	$1,603,382	$1,894,787	$732,566	$-291,405
2021	$1,541,441	$2,139,795	$1,049,789	$-598,354
2020	$2,398,541	$1,144,414	$1,777,144	$1,254,127
2019	$683,491	$593,807	$357,208	$89,684
2018	$665,820	$755,080	$362,678	$-89,260

GREATER WACO COLLECTIVE IMPACT INITIATIVE