NATIONAL WIC ASSOCIATION (EIN 521482678) - 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

1985

Legal Domicile

Principal Officer

GEORGIA MACHELL

Phone

2022325492

Tax Period

2023-01-01 to 2023-12-31

NATIONAL WIC ASSOCIATION, founded in 1985, is a community nonprofit in the Public & Societal Benefit sector that reported $6.3M in total revenue in fiscal year 2023. Revenue decreased 19% compared to the prior year.

Mission

SEE PART III, LINE 1.

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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 $2,239,724

Program Service Revenue $3,025,676

Investment Income $300,854

Other Revenue $774,505

TOTAL REVENUE $6,340,759

Expense Breakdown

Grants Paid $403,844

Salaries & Benefits $2,649,160

Fundraising Expenses $173,544

Program Expenses $4,655,735

Other Expenses $3,411,772

TOTAL EXPENSES $6,584,776

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,340,759	$7,861,705	-0.2%
Expenses	$6,584,776	$6,536,881	+0.0%
Net Income	$-244,017	$1,324,824	-1.2%

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

$563,243

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL THRONE	CHAIR	2.00	Officer Director	$0	$0	$0
SARAH FLORES-SIEVERS	CHAIR-EMERITUS	2.00	Officer Director	$0	$0	$0
KATE FRANKEN	CHAIR-ELECT	2.00	Officer Director	$0	$0	$0
AMANDA HOVIS	TREASURER	2.00	Officer Director	$0	$0	$0
SAMAR MCGREGOR	SECRETARY	2.00	Officer Director	$0	$0	$0
FILOMENA AHLEFELD	BOARD MEMBER	2.00	Director	$0	$0	$0
SARAH BENNETT	BOARD MEMBER	2.00	Director	$0	$0	$0
LAKEISHA DAVIS	BOARD MEMBER	2.00	Director	$0	$0	$0
TAMI KEPA'A	BOARD MEMBER	2.00	Director	$0	$0	$0
OANH NYUGEN	BOARD MEMBER	2.00	Director	$0	$0	$0
JODY SHRIVER	BOARD MEMBER	2.00	Director	$0	$0	$0
TECORA SMITH	BOARD MEMBER	2.00	Director	$0	$0	$0
REBECCA GRUENES	BOARD MEMBER	2.00	Director	$0	$0	$0
ANGELA HAMMOND-DAMON	BOARD MEMBER	2.00	Director	$0	$0	$0
STEPHANIE BENDER	BOARD MEMBER	2.00	Director	$0	$0	$0
SAMANTHA BLANCHARD	BOARD MEMBER	2.00	Director	$0	$0	$0
LACY LITTLE	BOARD MEMBER	2.00	Director	$0	$0	$0
MELODY SCHRANK	BOARD MEMBER	2.00	Director	$0	$0	$0
LAURA SPAULDING	BOARD MEMBER	2.00	Director	$0	$0	$0
CHERI NEMEC	BOARD MEMBER	2.00	Director	$0	$0	$0
MARY ANNE BURGHARDT	BOARD MEMBER	2.00	Director	$0	$0	$0
PAULA GARRETT	BOARD MEMBER	2.00	Director	$0	$0	$0
AMANDA VARRIANO	BOARD MEMBER	2.00	Director	$0	$0	$0
KAREN MULLEN	BOARD MEMBER	2.00	Director	$0	$0	$0
JENNIFER NICKLAS	BOARD MEMBER	2.00	Director	$0	$0	$0
LISSA SIROIS	BOARD MEMBER	2.00	Director	$0	$0	$0
KIMBERLY STANEK	BOARD MEMBER	2.00	Director	$0	$0	$0
JAMILA TAYLOR	PRESIDENT & CEO (UNTIL 8/23)	40.00	Officer	$300,249	$18,762	$319,011
GEORGIA MACHELL	COO	40.00	Officer	$210,304	$33,928	$244,232
LYNCOLN DUJON	DIR. OF FINANCE AND ADMIN	40.00	Highest	$121,697	$0	$121,697
TIM WARD	COMMUNICATIONS DIRECTOR	40.00	Highest	$118,505	$0	$118,505
EMILY GILCHER	DIRECTOR OF MEMBER SERVICES	40.00	Highest	$116,697	$0	$116,697
BRIAN DITTMEIER	DIRECTOR OF PUBLIC POLICY	40.00	Highest	$104,985	$0	$104,985
CECILIA RICHARDSON	FORMER OFFICER (THROUGH 08/22)	40.00		$184,257	$0	$184,257

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	$6,340,759	$6,584,776	$9,725,924	$-244,017
2022	$7,861,705	$6,536,881	$10,380,230	$1,324,824
2021	$4,475,481	$6,108,958	$8,807,492	$-1,633,477
2020	$4,412,598	$4,826,274	$9,176,662	$-413,676
2019	$4,647,117	$4,611,715	$8,473,676	$35,402
2018	$5,537,032	$5,037,246	$7,878,704	$499,786

NATIONAL WIC ASSOCIATION