BARBARA AND STEVE WILSON EDUCATIONAL FUND INC (EIN 812948670) - 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

2016

Legal Domicile

Principal Officer

STEVEN K WILSON

Phone

4794591226

Tax Period

2025-01-01 to 2025-12-31

BARBARA AND STEVE WILSON EDUCATIONAL FUND INC, founded in 2016, is a small nonprofit in the Education sector that reported $264K in total revenue in fiscal year 2025. Revenue fell 52% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $84K, a strong 32% operating margin.

Mission

THE BARBARA AND STEVE WILSON EDUCATIONAL FUND INC IS A NOT-FOR-PROFIT ORGANIZATION PROVIDING FINANCIAL AID TO STUDENTS WHO MAY BE UNABLE TO APPLY FOR SUPPORT BASED ON THEIR CITIZENSHIP STATUS OR OTHER CRITERIA.

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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 (2025)

Revenue Breakdown

Contributions & Grants $261,968

Program Service Revenue $0

Investment Income $1,653

Other Revenue $0

TOTAL REVENUE $263,621

Expense Breakdown

Grants Paid $68,500

Salaries & Benefits $20,000

Fundraising Expenses $0

Program Expenses $68,500

Other Expenses $91,259

TOTAL EXPENSES $179,759

Year-over-Year Comparison

	2025	2024	Change
Revenue	$263,621	$553,256	-0.5%
Expenses	$179,759	$270,407	-0.3%
Net Income	$83,862	$282,849	-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

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

$20,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARBARA WILSON	DIRECTOR/SEC	10.00	Officer	$10,000	$0	$10,000
STEVEN K WILSON	DIRECTOR/PRE	10.00	Officer	$10,000	$0	$10,000

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	$263,621	$179,759	$883,429	$83,862
2024	$553,256	$270,407	$799,567	$282,849
2023	$223,448	$220,928	$524,485	$2,520
2023	$223,448	$208,928	$524,485	$14,520

BARBARA AND STEVE WILSON EDUCATIONAL FUND INC