WILLIAMS SYNDROME CHARITABLE FOUNDATION USA INC (EIN 813278513) - 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

DOUG CONROD

Phone

2035178407

Tax Period

2018-01-01 to 2018-12-31

WILLIAMS SYNDROME CHARITABLE FOUNDATION USA INC, founded in 2016, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $115K in total revenue in fiscal year 2018. The organization ran a surplus of $104K, a strong 90% operating margin.

Mission

The most recent biennial Golf Event and Dinner, held in September 2018, raised over $204,456. After expenses the net profit from the event was approximnately $101,191.Some of the net proceeds were contributed directly to the Williams Syndrome Foundation, but the Organization contemplates making contributions in 2017 to other organizations that do research & provide support for those with Williams Syndrome.

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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 (2018)

Revenue Breakdown

Contributions & Grants $204,456

Program Service Revenue $0

Investment Income $300

Other Revenue $-89,446

TOTAL REVENUE $115,310

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $6,759

Other Expenses $11,746

TOTAL EXPENSES $11,746

Year-over-Year Comparison

	2018	2017	Change
Revenue	$115,310	N/A	N/A
Expenses	$11,746	N/A	N/A
Net Income	$103,564	N/A	N/A

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

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
DOUG CONROD	PRES/DIR	2.00	Officer Director	$0	$0	$0
DANIEL TAYLOR	TREAS/DIR	2.00	Officer Director	$0	$0	$0
MALCOLM KOSTUCHENKO	SEC/DIR	2.00	Officer 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
2018	$115,310	$11,746	$207,297	$103,564

WILLIAMS SYNDROME CHARITABLE FOUNDATION USA INC