HOWARD PERRY & WALSTON FOUNDATION (EIN 562108108) - 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

BOB WEISENBERGER

Phone

9198827925

Tax Period

2021-04-01 to 2022-03-31

HOWARD PERRY & WALSTON FOUNDATION, founded in 1998, is a small nonprofit in the Human Services sector that reported $347K in total revenue in fiscal year 2021. Revenue surged 427% from the prior year, signaling strong growth momentum. The organization ran a surplus of $214K, a strong 62% operating margin.

Mission

PROVIDING SUPPORT TO COUNTLESS INDIVIDUALS AND EXEMPT ORGANIZATIONS THROUGHOUT CENTRAL NC.

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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 (2021)

Revenue Breakdown

Contributions & Grants $350,042

Program Service Revenue $0

Investment Income $0

Other Revenue $-3,126

TOTAL REVENUE $346,916

Expense Breakdown

Grants Paid $125,254

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $130,443

Other Expenses $7,348

TOTAL EXPENSES $132,602

Year-over-Year Comparison

	2021	2020	Change
Revenue	$346,916	$65,818	+4.3%
Expenses	$132,602	$52,883	+1.5%
Net Income	$214,314	$12,935	+15.6%

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

500

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
MATT HORTON	PRESIDENT	1.00	Officer Director	$0	$0	$0
BOB WEISENBERGER	TREASURER	1.00	Officer Director	$0	$0	$0
GRAYSON BAIRD	SECRETARY	1.00	Officer Director	$0	$0	$0
JOSH SWINDELL	BOARD MEMBER	1.00	Director	$0	$0	$0
DEVIN GIOVACCHINI	BOARD MEMBER	1.00	Director	$0	$0	$0
MARTHA MCNAIR	BOARD MEMBER	1.00	Director	$0	$0	$0
SANDY EDWARDS	BOARD MEMBER	1.00	Director	$0	$0	$0
TIM MCBRAYER	BOARD MEMBER	1.00	Director	$0	$0	$0
ELIZABETH DOUGHERTY	BOARD MEMBER	1.00	Director	$0	$0	$0
SAMANTHA MCCOY	BOARD MEMBER	1.00	Director	$0	$0	$0
KEVIN LINGARD	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNIFER RHODUS	BOARD MEMBER	1.00	Director	$0	$0	$0
KATE DICKEY	BOARD MEMBER	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
2022	$346,916	$132,602	$143,497	$214,314

HOWARD PERRY & WALSTON FOUNDATION