THE WELLER FOUNDATION INC (EIN 470611350) - 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

1978

Legal Domicile

Principal Officer

KYLE ASHER

Phone

4029252803

Tax Period

2024-07-01 to 2025-06-30

THE WELLER FOUNDATION INC, founded in 1978, is a small nonprofit that reported $351K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $58K, a strong 16% operating margin.

Mission

TO RECEIVE AND ADMINISTER FUNDS FOR EDUCATIONAL, AND CHARTIABLE PURPOSES WITHIN THE EMANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. SPECIFICALLY TO PROVIDE AID IN THE EDUCATION OF YOUNG PURPOSES IN THE FORM OF SCHOLARSHIPS TO ACCREDITED POST-SECONDARY INSTITUTIONS.

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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 $0

Program Service Revenue $0

Investment Income $38,941

Other Revenue $311,884

TOTAL REVENUE $350,825

Expense Breakdown

Grants Paid $231,383

Salaries & Benefits $43,517

Fundraising Expenses $0

Program Expenses $285,710

Other Expenses $18,379

TOTAL EXPENSES $293,279

Year-over-Year Comparison

	2024	2023	Change
Revenue	$350,825	$304,362	+0.2%
Expenses	$293,279	$205,713	+0.4%
Net Income	$57,546	$98,649	-0.4%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
KYLE ASHER	PRESIDENT	1.00	Officer Director	$0	$0	$0
CLARK GOTSCHALL	DIRECTOR	1.00	Director	$0	$0	$0
DR ROBERT RANDALL	DIRECTOR	1.00	Director	$0	$0	$0
BRYAN RENTSCHLER	SECRETARY TR	1.00	Officer Director	$0	$0	$0
SHIRLEY ROSSMAN	DIRECTOR	1.00	Director	$0	$0	$0
BARB SHANE	VICE PRESIDE	1.00	Officer 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
2025	$350,825	$293,279	$2,523,034	$57,546
2024	$304,362	$205,713	$2,465,488	$98,649

THE WELLER FOUNDATION INC