WORLD FEDERALIST ASSOCIATION (EIN 526081813) - 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

1968

Legal Domicile

Principal Officer

REBECCA SHOOT

Phone

2025463950

Tax Period

2022-10-01 to 2023-09-30

WORLD FEDERALIST ASSOCIATION, founded in 1968, is a small nonprofit in the International Affairs sector that reported $343K in total revenue in fiscal year 2022. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $404K exceeded revenue, resulting in a 18% operating deficit.

Mission

EDUCATE AND ADVOCATE FOR A DEMOCRATIC FEDERATION OF NATIONS WITH ENFORCEABLE WORLD LAW.

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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 (2022)

Revenue Breakdown

Contributions & Grants $317,521

Program Service Revenue $0

Investment Income $25,103

Other Revenue $0

TOTAL REVENUE $342,624

Expense Breakdown

Grants Paid $20,000

Salaries & Benefits $132,578

Fundraising Expenses $31,044

Program Expenses $251,142

Other Expenses $251,683

TOTAL EXPENSES $404,261

Year-over-Year Comparison

	2022	2021	Change
Revenue	$342,624	$277,430	+0.2%
Expenses	$404,261	$288,028	+0.4%
Net Income	$-61,637	$-10,598	+4.8%

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
DONNA PARK	CHAIR	15.00	Officer Director	$0	$0	$0
MATT MCDONOUGH	VICE CHAIR	4.00	Officer Director	$0	$0	$0
EVAN FREUND	TREASURER	8.00	Officer Director	$0	$0	$0
CHRISTINE DOLAHAN	SECRETARY	4.00	Officer Director	$0	$0	$0
BRENDA BERTSCH	DIRECTOR	1.00	Director	$0	$0	$0
TOM CAMARELLA	DIRECTOR	2.00	Director	$0	$0	$0
KEITH CASERTA	DIRECTOR	1.00	Director	$0	$0	$0
LARRY DAVID	DIRECTOR	6.00	Director	$0	$0	$0
SHIRLEY DAVIS	DIRECTOR	6.00	Director	$0	$0	$0
HANNAH EMERSON	DIRECTOR	1.00	Director	$0	$0	$0
SOVAIDA MA'ANI EWING	DIRECTOR	2.00	Director	$0	$0	$0
DAVID GALLUP	DIRECTOR	2.50	Director	$0	$0	$0
SEMAWIT HAGOS	DIRECTOR	1.00	Director	$0	$0	$0
GAIL HUGHES	DIRECTOR	4.00	Director	$0	$0	$0
BRYAN MACPHERSON	DIRECTOR	3.00	Director	$0	$0	$0
ESTON MCKEAGUE	DIRECTOR	1.00	Director	$0	$0	$0
DAVE OUGHTON	DIRECTOR	4.00	Director	$0	$0	$0
JANE SHEVTSOV	DIRECTOR	2.00	Director	$0	$0	$0
JERRY TETALMAN	DIRECTOR (AS OF MAR 2023)	1.00	Director	$0	$0	$0
LARRY WITTNER	DIRECTOR	15.00	Director	$0	$0	$0
MAJID SAMARGHANDI	DIRECTOR (THRU MAR 2023)	1.00	Director	$0	$0	$0
REBECCA SHOOT	EXECUTIVE DIRECTOR	40.00	Officer	$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
2023	$342,624	$404,261	$810,786	$-61,637
2022	$277,430	$288,028	$1,200,404	$-10,598
2021	$579,036	$216,711	$1,147,190	$362,325
2020	$529,993	$296,452	$645,059	$233,541
2019	$207,997	$115,044	$214,480	$92,953
2018	$251,989	$218,164	$116,315	$33,825

WORLD FEDERALIST ASSOCIATION