INNER WHEEL USA FOUNDATION (EIN 581849058) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1987

Legal Domicile

Principal Officer

ANNELISE GRAF

Phone

9162011887

Tax Period

2024-07-01 to 2025-06-30

INNER WHEEL USA FOUNDATION, founded in 1987, is a small nonprofit in the Health Care sector that reported $218K in total revenue in fiscal year 2024. The organization ran a surplus of $118K, a strong 54% operating margin.

Mission

THE FOUNDATION FUNDS MYOELECTRIC LIMBS AND OTHER PROSTHETICS FOR UNDERINSURED AND UNINSURED CHILDREN, AS WELL AS BEING A MAJOR SPONSOR OF CAMPS FOR LIMB DIFFERENT CHILDREN.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $63,593

Program Service Revenue $0

Investment Income $154,340

Other Revenue $0

TOTAL REVENUE $217,933

Expense Breakdown

Grants Paid $60,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $64,569

Other Expenses $40,385

TOTAL EXPENSES $100,385

Year-over-Year Comparison

	2024	2023	Change
Revenue	$217,933	$201,882	+0.1%
Expenses	$100,385	$68,446	+0.5%
Net Income	$117,548	$133,436	-0.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHERRY HARRIS	CHAIRPERSON	3.00	Officer Director	$0	$0	$0
LINDA HOWARD	SECRETARY	1.00	Officer Director	$0	$0	$0
ANNELISE GRAF	TREASURER	3.00	Officer Director	$0	$0	$0
SUZANNE ROBINSON	SPECIAL PROJECTS TRUSTEE	1.00	Director	$0	$0	$0
CARY FELTON	HANGER LIASION TRUSTEE	1.00	Director	$0	$0	$0
AMBER CALDWELL	CAMP-NO-LIMITS TRUSTEE	1.00	Director	$0	$0	$0
MAGGIE SPEARS	IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
MARGIE JONES	DISTRICT AND CLUB LIAISON TRUSTEE	1.00	Director	$0	$0	$0
ROSEMARY LAMB	INNER WHEEL USA LIAISON AND 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
2025	$217,933	$100,385	$2,732,898	$117,548
2024	$201,882	$68,446	$2,557,972	$133,436
2023	$131,692	$140,031	$2,355,924	$-8,339
2022	$286,359	$112,193	$2,324,015	$174,166
2021	$257,332	$60,460	$2,458,395	$196,872
2020	$231,175	$116,584	$2,073,888	$114,591
2019	$184,059	$92,153	$2,021,711	$91,906

INNER WHEEL USA FOUNDATION