WHARTON MEMORIAL FOUNDATION (EIN 541807995) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1996

Legal Domicile

Principal Officer

ROBIN WOOD

Phone

5405863245

Tax Period

2023-01-01 to 2023-12-31

WHARTON MEMORIAL FOUNDATION, founded in 1996, is a micro nonprofit in the Environment sector that reported $44K in total revenue in fiscal year 2018. Revenue surged 87% from the prior year, signaling strong growth momentum. The organization ran a surplus of $17K, a strong 39% operating margin.

Mission

TO HONOR AND CONTINUE THE GARDENING LEGACIES OF MRS. LOUISE BIBB WHARTON AND MRS. ELOISE GREGORY, TO ENCOURAGE INTEREST IN HORTICULTURE THROUGH THE CREATION AND MAINTENANCE OF PUBLIC GARDENS, AND TO PROMOTE THE DEVELOPMENT OF NORTH BRIDGE STREET IN THE TOWN OF BEDFORD AS A CULTURAL AND HISTORIC AREA THROUGH OUR GARDENING, OUR RESTORATION OF AN HISTORIC STRUCTURE BUILT BY JOHN WHARTON, AND OUR SUPPORT OF THE PROGRAMS OF THE BEDFORD CENTRAL LIBRARY, THE BEDFORD HISTORIC SOCIETY AND OTHER NEIGHBORING INSTITUTIONS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $28,011

Program Service Revenue $0

Investment Income $0

Other Revenue $-15,706

TOTAL REVENUE $12,305

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,124

Program Expenses $8,431

Other Expenses $11,241

TOTAL EXPENSES $11,241

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,305	$4,289	+1.9%
Expenses	$11,241	$9,178	+0.2%
Net Income	$1,064	$-4,889	-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

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
EMILIE TEMELES	DIRECTOR	2.00	Director	$0	$0	$0
FRED DUIS	PRESIDENT	2.00	Officer Director	$0	$0	$0
SHEARER RUMSEY	DIRECTOR	2.00	Director	$0	$0	$0
ROBIN WOOD	TREASURER	2.00	Officer Director	$0	$0	$0
ELIZABETH BERRY	DIRECTOR	2.00	Director	$0	$0	$0
KATHY GRAHAM	SECRETARY	2.00	Officer Director	$0	$0	$0
SUSAN DIXON	VICE-PRESIDENT	2.00	Officer Director	$0	$0	$0
JENNY NOVALIS	DIRECTOR	2.00	Director	$0	$0	$0
JEANETTE COLE	DIRECTOR	2.00	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	$12,305	$11,241	$209,153	$1,064
2022	$4,289	$9,178	$208,089	$-4,889
2021	$30,002	$14,406	$213,458	$15,596
2020	$12,000	$9,680	$200,326	$2,320
2019	$31,806	$15,982	$195,542	$15,824
2018	$44,237	$26,920	$174,645	$17,317

WHARTON MEMORIAL FOUNDATION