WOODWARD COMMUNITY FOUNDATION (EIN 731456501) - 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

1994

Legal Domicile

Phone

5802567411

Tax Period

2024-01-01 to 2024-12-31

WOODWARD COMMUNITY FOUNDATION, founded in 1994, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $865K in total revenue in fiscal year 2024.

Mission

TO SUPPORT COMMUNITY ACTIVITIES

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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 $5,000

Program Service Revenue $834,712

Investment Income $574

Other Revenue $24,686

TOTAL REVENUE $864,972

Expense Breakdown

Grants Paid $35,325

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $856,375

Other Expenses $821,050

TOTAL EXPENSES $856,375

Year-over-Year Comparison

	2024	2023	Change
Revenue	$864,972	$849,596	+0.0%
Expenses	$856,375	$909,399	-0.1%
Net Income	$8,597	$-59,803	-1.1%

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
LORNE CLARK	President	1.00	Officer Director	$0	$0	$0
CJ MONTGOMERY	Treasurer	1.00	Officer Director	$0	$0	$0
JON MARC HOLT	Director	0.25	Director	$0	$0	$0
LEVI GRAY	Director	0.25	Director	$0	$0	$0
GRANT WALKER	Director	0.25	Director	$0	$0	$0
SHAUN BARNETT	Director	0.25	Director	$0	$0	$0
ROGER WAGNER	Vice President	0.50	Officer Director	$0	$0	$0
ERIK HUDSON	Director	0.25	Director	$0	$0	$0
TOM FISHER	Director	0.25	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
2024	$864,972	$856,375	$292,161	$8,597
2023	$849,596	$909,399	$283,972	$-59,803
2022	$750,003	$702,327	$333,787	$47,676
2021	$671,952	$580,752	$285,713	$91,200
2020	$447,621	$434,536	$203,656	$13,085
2018	$529,189	$505,611	$194,102	$23,578

WOODWARD COMMUNITY FOUNDATION