WOLFE STREET FOUNDATION INC (EIN 710571011) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1982

Legal Domicile

Principal Officer

JUSTIN BUCK

Phone

5013725662

Tax Period

2024-01-01 to 2024-12-31

WOLFE STREET FOUNDATION INC, founded in 1982, is a small nonprofit in the Mental Health sector that reported $236K in total revenue in fiscal year 2019. Revenue fell 29% from the prior year — a significant decline worth monitoring. Expenses of $364K exceeded revenue, resulting in a 54% operating deficit.

Mission

TO PROVIDE FACILITIES, EDUCATION AND OUTREACH TO INDIVIDUALS SEEKING RECOVERY FROM DRUG AND ALCOHOL ABUSE AND SUPPORT TO THEIR LOVED ONES AND THEIR COMMUNITIES.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,316,568

Program Service Revenue $385,817

Investment Income $29,967

Other Revenue $111,941

TOTAL REVENUE $1,844,293

Expense Breakdown

Grants Paid $0

Salaries & Benefits $615,135

Fundraising Expenses $0

Program Expenses $944,874

Other Expenses $608,973

TOTAL EXPENSES $1,224,108

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,844,293	$1,123,874	+0.6%
Expenses	$1,224,108	$750,531	+0.6%
Net Income	$620,185	$373,343	+0.7%

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

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
JIM BELL	BOARD MEMBER	1.00	Director	$0	$0	$0
RICHARD CALHOUN	BOARD MEMBER	1.00	Director	$0	$0	$0
DORI HADDOCK	BOARD MEMBER	1.00	Director	$0	$0	$0
RYAN HAMRA	BOARD MEMBER	1.00	Director	$0	$0	$0
TUCKER MARTIN	BOARD MEMBER	1.00	Director	$0	$0	$0
LAURA MONTEVERDI	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRIS MOSES	BOARD MEMBER	1.00	Director	$0	$0	$0
JOE O'BRIEN	BOARD MEMBER	1.00	Director	$0	$0	$0
ALLYSON PITTMAN GATTIN	BOARD MEMBER	1.00	Director	$0	$0	$0
MIKE MOORE	CHAIR	1.00	Officer	$0	$0	$0
KEVIN ISSITT	VICE CHAIR	1.00	Officer	$0	$0	$0
ALLEN ENGSTROM	TREASURER	1.00	Officer	$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
2024	$1,844,293	$1,224,108	$2,973,596	$620,185
2023	$1,123,874	$750,531	$2,297,437	$373,343
2022	$429,824	$479,222	$1,780,499	$-49,398
2021	$186,276	$313,192	$1,924,211	$-126,916
2020	$224,472	$437,594	$1,990,215	$-213,122
2019	$235,666	$363,732	$2,159,986	$-128,066

WOLFE STREET FOUNDATION INC