WEALTHNET CHARITABLE GIFT FUND (EIN 680484330) - 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

2001

Legal Domicile

Principal Officer

Robert Margetic

Phone

4156992982

Tax Period

2024-11-01 to 2025-10-31

WEALTHNET CHARITABLE GIFT FUND, founded in 2001, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $602K in total revenue in fiscal year 2024. Revenue fell 34% from the prior year — a significant decline worth monitoring. Net assets of $4.6M represent 92 months of operating reserves.

Mission

Donor advised fund. Collect donations from individuals and make grants requested by those individuals to qualified 501c3 charities

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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 $286,392

Program Service Revenue $0

Investment Income $315,166

Other Revenue $0

TOTAL REVENUE $601,558

Expense Breakdown

Grants Paid $541,600

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $84,250

TOTAL EXPENSES $625,850

Year-over-Year Comparison

	2024	2023	Change
Revenue	$601,558	$906,839	-0.3%
Expenses	$625,850	$309,650	+1.0%
Net Income	$-24,292	$597,189	-1.0%

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

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
Mr Robert Margetic	President	10.00	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	$601,558	$625,850	$4,634,066	$-24,292
2024	$906,839	$309,650	$4,545,397	$597,189
2023	$797,240	$545,530	$4,254,547	$251,710
2022	$854,290	$623,070	$4,714,850	$231,220
2021	$457,157	$668,906	$5,093,315	$-211,749
2020	$1,005,650	$1,179,675	$4,869,012	$-174,025

WEALTHNET CHARITABLE GIFT FUND