WAGNER JULIA WOODS-TUW (EIN 540744713) - 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

1965

Legal Domicile

Principal Officer

Truist Bank

Phone

8042737445

Tax Period

2025-01-01 to 2025-12-31

WAGNER JULIA WOODS-TUW, founded in 1965, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $22K in total revenue in fiscal year 2025. Revenue fell 40% from the prior year — a significant decline worth monitoring. Expenses of $45K exceeded revenue, resulting in a 102% operating deficit.

Mission

PROVIDE FUNDS TO HUMANE SOCIETY FOR BENEFIT OF ANIMALS

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $22,381

Other Revenue $0

TOTAL REVENUE $22,381

Expense Breakdown

Grants Paid $11,601

Salaries & Benefits $17,043

Fundraising Expenses $0

Program Expenses $20,123

Other Expenses $16,505

TOTAL EXPENSES $45,149

Year-over-Year Comparison

	2025	2024	Change
Revenue	$22,381	$37,054	-0.4%
Expenses	$45,149	$44,359	+0.0%
Net Income	$-22,768	$-7,305	+2.1%

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

Governance

Voting Members

Independent Members

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TRUSTEE	1.0		$17,043	$0	$17,043

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	$22,381	$45,149	$1,282,572	$-22,768
2024	$37,054	$44,359	$1,305,310	$-7,305
2023	$41,279	$38,576	$1,312,568	$2,703
2022	$23,108	$54,387	$1,309,908	$-31,279
2021	$45,429	$41,151	$1,341,301	$4,278
2020	$24,423	$41,275	$1,336,782	$-16,852
2019	$23,061	$47,097	$1,353,896	$-24,036
2018	$37,192	$40,380	$1,377,952	$-3,188

WAGNER JULIA WOODS-TUW