WOLMERS ALUMNI ASSOCIATION INC SOUTH FLORIDA CHAPTER (EIN 650818692) - 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

1997

Legal Domicile

Principal Officer

CLEOPATRA MILLS

Phone

8889656377

Tax Period

2023-07-01 to 2024-06-30

WOLMERS ALUMNI ASSOCIATION INC SOUTH FLORIDA CHAPTER, founded in 1997, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $44K in total revenue in fiscal year 2023. Revenue fell 41% from the prior year — a significant decline worth monitoring. Expenses of $40K left a modest 9% surplus.

Mission

WOLMERS ALUMNI ASSOCIATION, INC., SOUTH FLORIDA CHAPTER DISBURSES FINANCIAL AID AND OTHER FORMS SUPPLEMENTAL ASSISTANCE TO STUDENTS AND ALMA MATER OF THE CORPORATION AND THE WOLMERS BOYS, GIRLS, AND PREP SCHOOLS

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $29,204

Program Service Revenue $0

Investment Income $1

Other Revenue $14,550

TOTAL REVENUE $43,755

Expense Breakdown

Grants Paid $34,484

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $35,101

Other Expenses $5,474

TOTAL EXPENSES $39,958

Year-over-Year Comparison

	2023	2022	Change
Revenue	$43,755	$74,340	-0.4%
Expenses	$39,958	$84,232	-0.5%
Net Income	$3,797	$-9,892	-1.4%

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
MARLENE WILLIAMS	PRESIDENT	5.00	Officer Director	$0	$0	$0
CLEOPATRA MILLS	TREASURER	5.00	Officer Director	$0	$0	$0
DONNA LEWIS LEE	VP ADMINISTRARION	3.00	Officer Director	$0	$0	$0
DIONNE BRYAN	SECRETARY	4.00	Officer Director	$0	$0	$0
JUSTINE PEART	VP OPERATIONS	3.00	Officer Director	$0	$0	$0
ANTOINETTE RHODEN	PUBLIC RELATIONS OFFICER	3.00	Officer Director	$0	$0	$0
TRICIA FOSTE	MEMBERSHIP OFFICER	3.00	Officer 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	No data	No data	No data	No data
2024	$43,755	$39,958	$67,181	$3,797
2023	$74,340	$84,232	$63,386	$-9,892
2022	$195,598	$149,848	$73,278	$45,750
2021	$184,205	$225,360	$27,528	$-41,155
2020	$184,093	$168,943	No data	$15,150
2019	$183,542	$145,018	$52,701	$38,524

WOLMERS ALUMNI ASSOCIATION INC SOUTH FLORIDA CHAPTER