WADE EDWARDS FOUNDATION (EIN 561970957) - 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

1996

Legal Domicile

Principal Officer

RUTH HEUER

Phone

9198569233

Tax Period

2023-01-01 to 2023-12-31

WADE EDWARDS FOUNDATION, founded in 1996, is a small nonprofit that reported $119K in total revenue in fiscal year 2023. Expenses of $418K exceeded revenue, resulting in a 250% operating deficit.

Mission

TO EMPOWER THE HIGH SCHOOL COMMUNITY BY PROVIDING OPPORTUNITIES FOR ACHIEVEMENT, ENRICHMENT AND SERVICE, ENABLING LIFE-LONG ACADEMIC, PROFESSIONAL AND PERSONAL SUCCESS.

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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 $182,569

Program Service Revenue $3,131

Investment Income $-69,474

Other Revenue $3,250

TOTAL REVENUE $119,476

Expense Breakdown

Grants Paid $206,000

Salaries & Benefits $143,867

Fundraising Expenses $9,668

Program Expenses $385,335

Other Expenses $67,950

TOTAL EXPENSES $417,817

Year-over-Year Comparison

	2023	2022	Change
Revenue	$119,476	$118,344	+0.0%
Expenses	$417,817	$168,245	+1.5%
Net Income	$-298,341	$-49,901	+5.0%

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

$82,603

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BETSEY MCFARLAND	EXECUTIVE DI	50.00	Officer	$0	$20,728	$82,603
RUTH HEUER	CHAIR	2.00	Officer Director	$0	$0	$0
CHRISTINA CAPO	TREASURER	1.00	Officer Director	$0	$0	$0
LEIGH DAUCHERT	SECRETARY	1.00	Officer Director	$0	$0	$0
DANIEL BRYANT	TRUSTEE	1.00	Director	$0	$0	$0
MARLENE CIVIS	TRUSTEE	1.00	Director	$0	$0	$0
CATHERINE E EDWARDS	TRUSTEE	1.00	Director	$0	$0	$0
BETH GULEWICH	TRUSTEE	1.00	Director	$0	$0	$0
MUHAMMED IBRAHIM	TRUSTEE	1.00	Director	$0	$0	$0
INA NYKO	TRUSTEE	1.00	Director	$0	$0	$0
MACKENZIE SLANEY	TRUSTEE	1.00	Director	$0	$0	$0
VALERIE SMITH	TRUSTEE	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
2023	$119,476	$417,817	No data	$-298,341
2022	$118,344	$168,245	$353,071	$-49,901
2021	$172,379	$206,857	$352,265	$-34,478
2020	$305,358	$155,589	$385,483	$149,769
2019	$136,692	$160,107	$240,851	$-23,415
2019	$136,447	$159,862	$240,851	$-23,415
2018	$194,935	$139,959	$259,192	$54,976
2018	$194,755	$139,779	$259,192	$54,976

WADE EDWARDS FOUNDATION