THE INTERNATIONAL WALDENSTROM'S MACROGLOBULINEMIA FOUNDATION INC (EIN 541784426) - 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

NEWTON GUERIN

Phone

9419274963

Tax Period

2024-01-01 to 2024-12-31

THE INTERNATIONAL WALDENSTROM'S MACROGLOBULINEMIA FOUNDATION INC, founded in 1998, is a community nonprofit in the Diseases & Disorders sector that reported $4.5M in total revenue in fiscal year 2024. Revenue surged 36% from the prior year, signaling strong growth momentum. Expenses of $5.5M exceeded revenue, resulting in a 23% operating deficit.

Mission

SUPPORT AND EDUCATE EVERYONE AFFECTED BY WALDENSTROM'S MACROGLOBULINEMIA WHILE ADVANCING THE SEARCH FOR A CURE.

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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 $4,103,100

Program Service Revenue $52,956

Investment Income $305,481

Other Revenue $1,837

TOTAL REVENUE $4,463,374

Expense Breakdown

Grants Paid $2,887,764

Salaries & Benefits $931,468

Fundraising Expenses $297,926

Program Expenses $4,830,657

Other Expenses $1,604,407

TOTAL EXPENSES $5,497,731

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,463,374	$3,292,131	+0.4%
Expenses	$5,497,731	$4,066,709	+0.4%
Net Income	$-1,034,357	$-774,578	+0.3%

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

Volunteers

221

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

$161,623

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHEN ANSELL MD PHD	TRUSTEE	15.00	Director	$0	$0	$0
GLENN CANTOR DVM PHD	TRUSTEE	15.00	Director	$0	$0	$0
SHIRLEY GANSE	TRUSTEE	15.00	Director	$0	$0	$0
CAROL WELSH GRAY	TRUSTEE	15.00	Director	$0	$0	$0
MEG MANGIN	TRUSTEE	15.00	Director	$0	$0	$0
LINDA NELSON	TRUSTEE	15.00	Director	$0	$0	$0
SAURABH SEROO	TRUSTEE	15.00	Director	$0	$0	$0
ROBERT PERRY	TRUSTEE	15.00	Director	$0	$0	$0
CRAIG PRIZANT	TRUSTEE	15.00	Director	$0	$0	$0
DAVID SCHNELL	TRUSTEE	15.00	Director	$0	$0	$0
EILEEN SULLIVAN	TRUSTEE	15.00	Director	$0	$0	$0
JOHN ZIMMERMAN	TRUSTEE	15.00	Director	$0	$0	$0
PAUL KITCHEN	CHAIRMAN	30.00	Officer Director	$0	$0	$0
CARL HARRINGTON	VICE-CHAIR FUNDRAISING	15.00	Officer Director	$0	$0	$0
THOMAS HOFFMAN MD	VICE-CHAIR RESEARCH	15.00	Officer Director	$0	$0	$0
LISA WISE	VICE-CHAIR INFO & SUPPORT	15.00	Officer Director	$0	$0	$0
CARL LISMAN	SECRETARY/TREASURER	15.00	Officer Director	$0	$0	$0
LOUIE NEWTON GUERIN	PRESIDENT/CEO	40.00	Officer	$156,951	$4,672	$161,623
ANNETTE PRESTON	DIR. OF DEVELOPMENT	40.00	Highest	$111,145	$0	$111,145

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	$4,463,374	$5,497,731	$7,467,490	$-1,034,357
2023	$3,292,131	$4,066,709	$8,329,477	$-774,578
2022	$4,169,452	$2,555,918	$9,055,891	$1,613,534
2021	$4,461,160	$2,455,198	$7,402,039	$2,005,962
2020	$4,079,734	$2,596,374	$5,317,932	$1,483,360
2019	$2,960,681	$2,534,663	$3,831,217	$426,018
2018	$2,462,792	$2,838,627	$3,381,063	$-375,835

THE INTERNATIONAL WALDENSTROM'S MACROGLOBULINEMIA FOUNDATION INC