WADSWORTH-SULGRAVE HISTORIC PRESERVATION FOUNDATION (EIN 521259221) - 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

1983

Legal Domicile

Principal Officer

GRACE TOH

Phone

2024625800

Tax Period

2024-04-01 to 2025-03-31

WADSWORTH-SULGRAVE HISTORIC PRESERVATION FOUNDATION, founded in 1983, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.2M in total revenue in fiscal year 2024. Revenue surged 692% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.7M, a strong 80% operating margin.

Mission

TO DISCOVER AND MEMORIALIZE THE HISTORY AND ARCHITECTURE OF THE DISTRICT OF COLUMBIA WITH PARTICULAR REFERENCE TO WADSWORTH HOUSE-SULGRAVE CLUB AND THE DUPONT CIRCLE AREA.

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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 $2,162,815

Program Service Revenue $0

Investment Income $12,477

Other Revenue $0

TOTAL REVENUE $2,175,292

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $378,969

Other Expenses $430,798

TOTAL EXPENSES $430,798

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,175,292	$274,702	+6.9%
Expenses	$430,798	$88,051	+3.9%
Net Income	$1,744,494	$186,651	+8.3%

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
ANNE B KEISER	CHAIR	1.00	Officer Director	$0	$0	$0
SHARON C PARK	VICE CHAIR	0.10	Director	$0	$0	$0
JOANN L ZUERCHER	VICE CHAIR	0.10	Director	$0	$0	$0
GRACE Y TOH	TREASURER	1.00	Officer Director	$0	$0	$0
HENRIETTA BURKE	SECRETARY	0.10	Officer Director	$0	$0	$0
HEATHER W CASS	DIRECTOR	0.10	Director	$0	$0	$0
CLAIRE A COX	DIRECTOR	0.10	Director	$0	$0	$0
DONNA EACHO	DIRECTOR	1.00	Director	$0	$0	$0
PAMELA A JENKINSON	DIRECTOR	0.10	Director	$0	$0	$0
JUSTINE KINGHAM	DIRECTOR	0.10	Director	$0	$0	$0
ANN KINGTON	DIRECTOR	0.10	Director	$0	$0	$0
SHARON L NEMEROFF	DIRECTOR	0.10	Director	$0	$0	$0
KATHLEEN F PATTERSON	DIRECTOR	0.10	Director	$0	$0	$0
WENDY W REAVES	DIRECTOR	0.10	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	$2,175,292	$430,798	$3,425,544	$1,744,494
2024	$274,702	$88,051	$1,621,247	$186,651
2023	$257,231	$16,294	$1,423,017	$240,937
2022	$204,409	$100,329	$1,182,081	$104,080
2021	$86,796	$19,218	$1,078,086	$67,578
2020	$194,181	$182,695	$1,010,508	$11,486
2019	$134,785	$8,496	$999,022	$126,289

WADSWORTH-SULGRAVE HISTORIC PRESERVATION FOUNDATION