WOMEN'S INSTITUTE FOR A SECURE RETIREMEN RETIREMENT (EIN 521997317) - 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

1998

Legal Domicile

Principal Officer

M CINDY HOUNSELL

Phone

2023935452

Tax Period

2023-01-01 to 2023-12-31

WOMEN'S INSTITUTE FOR A SECURE RETIREMEN RETIREMENT, founded in 1998, is a small nonprofit in the Education sector that reported $579K in total revenue in fiscal year 2023. Expenses of $536K left a modest 7% surplus.

Mission

TO PROVIDE EDUCATIONAL PROGRAMS DEDICATED TO ADVANCING THE ECONOMIC INTERESTS OF WOMEN IN RETIREMENT AND WOMEN'S AWARENESS OF ECONOMIC ISSUES THAT AFFECT THEIR RETIREMENT SECURITY.

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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 $579,039

Program Service Revenue $0

Investment Income $95

Other Revenue $0

TOTAL REVENUE $579,134

Expense Breakdown

Grants Paid $0

Salaries & Benefits $288,652

Fundraising Expenses $17,771

Program Expenses $450,186

Other Expenses $247,502

TOTAL EXPENSES $536,154

Year-over-Year Comparison

	2023	2022	Change
Revenue	$579,134	$576,910	+0.0%
Expenses	$536,154	$492,148	+0.1%
Net Income	$42,980	$84,762	-0.5%

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

$170,149

Total Directors

$170,149

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CINDY HOUNSELL	PRESIDENT	40.00	Officer Director	$153,948	$16,201	$170,149
ALEXANDRA WARHOL	BOARD MEMBER	1.00	Director	$0	$0	$0
SHAWN HAUSMAN	CHAIRMAN	4.00	Officer Director	$0	$0	$0
ANNA RAPPAPORT	BOARD MEMBER	1.00	Director	$0	$0	$0
LYNN ROLLINS	BOARD MEMBER	1.00	Director	$0	$0	$0
PATRICE WILLOUGHBY	BOARD MEMBER	1.00	Director	$0	$0	$0
LYNNE FORD	BOARD MEMBER	1.00	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
2024	No data	No data	No data	No data
2023	$579,134	$536,154	$1,082,127	$42,980
2022	$576,910	$492,148	$1,095,054	$84,762
2021	$701,744	$598,844	$823,874	$102,900
2020	$566,291	$490,270	$777,703	$76,021
2019	$563,820	$587,783	$633,472	$-23,963
2018	$585,434	$597,110	$649,336	$-11,676

WOMEN'S INSTITUTE FOR A SECURE RETIREMEN RETIREMENT