NORTH AMERICA WALES FOUNDATION

EIN: 521183465 501(c)(3)

TRUMANSBURG, NY

Total Revenue
$23,723
Total Expenses
$28,922
Total Assets
N/A
Net Assets
N/A
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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
1980
Legal Domicile
PA
Principal Officer
MEGAN WILLIAMS
Phone
7245441777
Tax Period
2025-01-01 to 2025-09-30

NORTH AMERICA WALES FOUNDATION, founded in 1980, is a micro nonprofit that reported $24K in total revenue in fiscal year 2025. Revenue fell 71% from the prior year — a significant decline worth monitoring. Expenses of $29K exceeded revenue, resulting in a 22% operating deficit.

Mission

PROMOTION OF WELSH CULTURE

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $411
Program Service Revenue $0
Investment Income $23,312
Other Revenue $0
TOTAL REVENUE $23,723

Expense Breakdown

Grants Paid $17,234
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $25,214
Other Expenses $11,688
TOTAL EXPENSES $28,922

Year-over-Year Comparison

2025 2024 Change
Revenue $23,723 $83,139 -0.7%
Expenses $28,922 $38,808 -0.3%
Net Income $-5,199 $44,331 -1.1%
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

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Governance

Voting Members
22
Independent Members
22
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
0
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RODERIC OWEN PRESIDENT 5.00
Director
$0 $0 $0
LAURA GORUN SECRETARY 5.00
Director
$0 $0 $0
DAVID WILLIAMS TREASURER 5.00
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
2025 $23,723 $28,922 No data $-5,199
2024 No data No data No data No data
2023 $24,652 $37,664 $745,157 $-13,012
2022 $28,217 $32,716 $692,062 $-4,499
2021 $26,327 $34,031 $800,509 $-7,704
2020 $40,036 $30,918 $681,171 $9,118
2019 $55,720 $49,830 $707,287 $5,890
2018 $22,367 $37,949 $583,884 $-15,582
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