Goldie B Wolfe Miller Women Leaders in Real Estate Initiative (EIN 474018659) - 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

2015

Legal Domicile

Principal Officer

Jennifer Sweeney

Phone

8478839952

Tax Period

2023-01-01 to 2023-12-31

Goldie B Wolfe Miller Women Leaders in Real Estate Initiative, founded in 2015, is a community nonprofit in the Education sector that reported $1.0M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $197K, a strong 19% operating margin.

Mission

To prepare women for senior leadership roles in all sectors of commercial real estate.

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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 $1,135,664

Program Service Revenue $0

Investment Income $40,543

Other Revenue $-143,796

TOTAL REVENUE $1,032,411

Expense Breakdown

Grants Paid $255,000

Salaries & Benefits $365,251

Fundraising Expenses $98,150

Program Expenses $603,738

Other Expenses $215,001

TOTAL EXPENSES $835,252

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,032,411	$942,194	+0.1%
Expenses	$835,252	$713,833	+0.2%
Net Income	$197,159	$228,361	-0.1%

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

$143,228

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Goldie B Wolfe Miller	Founder / Chair	1.00	Officer Director	$0	$0	$0
Jennifer Sweeney	President	1.00	Officer Director	$0	$0	$0
Steve Madden	Vice President and Secreta	1.00	Officer Director	$0	$0	$0
Scott Hirsch	Treasurer	1.00	Officer Director	$0	$0	$0
Brian Anderson	Assistant Treasurer	1.00	Director	$0	$0	$0
Maggie Beckley	Director	1.00	Director	$0	$0	$0
Julie Blaikie	Director	1.00	Director	$0	$0	$0
Eric Fuglsang	Director	1.00	Director	$0	$0	$0
Amy Hall	Director	1.00	Director	$0	$0	$0
Carole Jurkash	Director	1.00	Director	$0	$0	$0
Katie Kazas	Director	1.00	Director	$0	$0	$0
Molly Phelan	Director	1.00	Director	$0	$0	$0
Suzanne Knoll	Director	1.00	Director	$0	$0	$0
Momei Qu	Director	1.00	Director	$0	$0	$0
Cindy Malone	Director	1.00	Director	$0	$0	$0
Jay Raghavan	Director	1.00	Director	$0	$0	$0
Scott McKibben	Director	1.00	Director	$0	$0	$0
Marissa Rose	Director	1.00	Director	$0	$0	$0
Julie Thick	Director	1.00	Director	$0	$0	$0
Stephen Wright	Director	1.00	Director	$0	$0	$0
Megan Abraham	CEO	40.00	Officer	$140,091	$3,137	$143,228

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	$1,032,411	$835,252	$1,404,134	$197,159
2022	$942,194	$713,833	$1,231,379	$228,361
2021	$899,046	$571,142	$971,771	$327,904
2020	$602,818	$497,578	$645,564	$105,240
2019	$637,324	$450,037	$538,015	$187,287
2018	$589,602	$495,396	$350,728	$94,206

Goldie B Wolfe Miller Women Leaders in Real Estate Initiative