WF ASSETS INC (EIN 742783048) - 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

1995

Legal Domicile

Principal Officer

ASHLEY ALLISON

Phone

2547543404

Tax Period

2024-04-01 to 2025-03-31

WF ASSETS INC, founded in 1995, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.2M in total revenue in fiscal year 2024. Revenue surged 340% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.1M, a strong 99% operating margin.

Mission

WF ASSETS, INC. PROVIDES FINANCIAL SUPPORT FOR WACO FOUNDATION, A 501(C)(3) PUBLIC CHARITY.

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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 $3,346,316

Program Service Revenue $0

Investment Income $-2,039

Other Revenue $-162,098

TOTAL REVENUE $3,182,179

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $44,483

TOTAL EXPENSES $44,483

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,182,179	$722,935	+3.4%
Expenses	$44,483	$16,764	+1.7%
Net Income	$3,137,696	$706,171	+3.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ASHLEY ALLISON	EXECUTIVE DIRECTOR	0.10		$0	$29,335	$257,855
ISABEL WEEDEN	CFO/COO	0.10		$0	$11,052	$178,551
MALCOLM DUNCAN JR	Trustee	0.10	Director	$0	$0	$0
MONTE HULSE	Trustee	0.10	Director	$0	$0	$0
DILLON MEEK	Trustee	0.10	Director	$0	$0	$0
KRISTEN MYNAR	Trustee	0.10	Director	$0	$0	$0
MIKE RAYMOND	Trustee	0.10	Director	$0	$0	$0
MELLI WICKLIFF	Trustee	0.10	Director	$0	$0	$0
AARON ZIMMERMAN	Trustee	0.10	Director	$0	$0	$0
WALTER ABERCROMBIE	Trustee	0.10	Director	$0	$0	$0
SHERMAN AYRES	Chairman	0.10	Officer	$0	$0	$0
CHRIS MCSWAIN	Trustee	0.10	Officer	$0	$0	$0
SOO BATTLE	Treasurer	0.10	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
2025	$3,182,179	$44,483	$5,741,997	$3,137,696
2024	$722,935	$16,764	$3,893,903	$706,171
2023	$-464,565	$2,766,143	$126,067	$-3,230,708
2022	$107,271	$302,948	$3,345,345	$-195,677
2021	$440,459	$262,898	$3,731,302	$177,561
2020	$139,608	$181,541	$3,779,840	$-41,933
2019	$1,714,158	$794,030	$3,778,033	$920,128
2018	$1,101,750	$51,030	$1,322,043	$1,050,720

WF ASSETS INC