W W WANNAMAKER-CITADEL STAR OF THE WEST MA (EIN 576017169) - 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

1945

Legal Domicile

Phone

8042737445

Tax Period

2024-06-01 to 2025-05-31

W W WANNAMAKER-CITADEL STAR OF THE WEST MA, founded in 1945, is a small nonprofit that reported $506K in total revenue in fiscal year 2024. Revenue surged 59% from the prior year, signaling strong growth momentum. The organization ran a surplus of $273K, a strong 54% operating margin.

Mission

PROVIDE SCHOLARSHIPS TO STUDENTS AT THE CITADEL, THE MILITARY OF THE SOUTH.

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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 $0

Program Service Revenue $0

Investment Income $506,149

Other Revenue $0

TOTAL REVENUE $506,149

Expense Breakdown

Grants Paid $132,605

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $132,605

Other Expenses $100,351

TOTAL EXPENSES $232,956

Year-over-Year Comparison

	2024	2023	Change
Revenue	$506,149	$319,136	+0.6%
Expenses	$232,956	$168,343	+0.4%
Net Income	$273,193	$150,793	+0.8%

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
JAMES T GETTYS III	TREASURER	1.0	Officer Director	$0	$0	$0
JOHN C ROPP III	CHAIRMAN	1.0	Officer Director	$0	$0	$0
CHRIS POLITES	TRUSTEE	1.0	Director	$0	$0	$0
WESLEY WILSON	TRUSTEE	1.0	Director	$0	$0	$0
TODD GARRETT	TRUSTEE	1.0	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
2025	$506,149	$232,956	$10,629,245	$273,193
2024	$319,136	$168,343	$10,355,869	$150,793
2023	$161,186	$417,400	$10,206,066	$-256,214
2022	$2,056,256	$119,456	$10,464,556	$1,936,800
2021	$530,064	$344,437	$8,528,183	$185,627

W W WANNAMAKER-CITADEL STAR OF THE WEST MA