LEW WENTZ FOUNDATION

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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

1926

Legal Domicile

Principal Officer

MATT HAMILTON

Phone

4053251434

Tax Period

2023-07-01 to 2024-06-30

LEW WENTZ FOUNDATION, founded in 1926, is a small nonprofit that reported $990K in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $604K, a strong 61% operating margin.

Mission

THE FOUNDATION PROVIDES LOANS TO QUALIFIED STUDENTS IN ORDER TO PURSUE THEIR EDUCATION AT THE UNIVERSITY OF OKLAHOMA.

Program Service Accomplishments

Program 1

Expenses: $275,127 Revenue: $387,588

THE FOUNDATION PROVIDES LOANS TO QUALIFIED STUDENTS IN ORDER TO PURSUE THEIR EDUCATION AT THE UNIVERSITY OF OKLAHOMA. DURING THE YEAR, $997,000 OF NEW LOANS WERE AWARDED TO A LITTLE OVER 400 STUDENTS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $387,588

Investment Income $602,550

Other Revenue $0

TOTAL REVENUE $990,138

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $275,127

Other Expenses $386,247

TOTAL EXPENSES $386,247

Year-over-Year Comparison

	2023	2022	Change
Revenue	$990,138	$792,776	+0.2%
Expenses	$386,247	$418,294	-0.1%
Net Income	$603,891	$374,482	+0.6%

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

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

$291,272

Total Directors

$199,619

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATT HAMILTON	Chairman	5.00	Officer Director	$0	$14,192	$199,619
COURTNEY HENDERSON	Secretary	5.00	Officer	$0	$21,661	$91,653
WILLIAM LISSAU	Trustee	2.00	Director	$0	$0	$0
JEFF NORTHCUT	Trustee	2.00	Director	$0	$0	$0
MICHAEL NASH	Trustee	2.00	Director	$0	$0	$0
ANITA HOLLOWAY	Trustee	2.00	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
2024	$990,138	$386,247	$33,209,713	$603,891
2023	$792,776	$418,294	$30,582,403	$374,482
2022	$746,835	$461,784	$28,728,748	$285,051
2021	$643,664	$993,534	$30,923,902	$-349,870