The Wagoner Foundation Inc (EIN 812096052) - 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

2017

Legal Domicile

Tax Period

2022-01-01 to 2022-12-31

The Wagoner Foundation Inc, founded in 2017, is a small nonprofit in the Recreation & Sports sector that reported $260K in total revenue in fiscal year 2022. Revenue surged 156% from the prior year, signaling strong growth momentum. The organization ran a surplus of $104K, a strong 40% operating margin.

Mission

For Charitable and educational purposes within the meaning of section 501(C)(3) of the internal revenue code but not limited to promoting non-profits and encouraging tourism to Jacksonville FL.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $259,517

TOTAL REVENUE $259,517

Expense Breakdown

Grants Paid $106,698

Salaries & Benefits $0

Fundraising Expenses $50

Program Expenses $155,615

Other Expenses $48,967

TOTAL EXPENSES $155,665

Year-over-Year Comparison

	2022	2021	Change
Revenue	$259,517	$101,277	+1.6%
Expenses	$155,665	$63,332	+1.5%
Net Income	$103,852	$37,945	+1.7%

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

N/A

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
Charles Wagoner	President	5.00	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
2022	$259,517	$155,665	$148,954	$103,852
2021	$101,277	$63,332	$45,102	$37,945

The Wagoner Foundation Inc