WEGMANS FAMILY FOUNDATION INC (EIN 813284270) - 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

ERIN HEINTZ

Phone

5853282550

Tax Period

2024-01-01 to 2024-12-31

WEGMANS FAMILY FOUNDATION INC, founded in 2016, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.2M in total revenue in fiscal year 2024. Revenue surged 221% from the prior year, signaling strong growth momentum. Expenses of $1.9M left a modest 14% surplus.

Mission

TO MAKE GRANTS FOR THE PURPOSES OF BENEFITING AND SUPPORTING THE CHARITABLE ACTIVITIES OF THE UNITED WAY OF GREATER ROCHESTER, INC.

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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 $0

Program Service Revenue $0

Investment Income $2,216,103

Other Revenue $26,056

TOTAL REVENUE $2,242,159

Expense Breakdown

Grants Paid $1,700,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,700,000

Other Expenses $230,159

TOTAL EXPENSES $1,930,159

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,242,159	$698,809	+2.2%
Expenses	$1,930,159	$2,166,199	-0.1%
Net Income	$312,000	$-1,467,390	-1.2%

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
DANIEL R WEGMAN	CHAIRMAN/DIRECTOR	1.0	Officer Director	$0	$0	$0
EDWARD J PETTINELLA	DIRECTOR	1.0	Director	$0	$0	$0
MILT SENDER	DIRECTOR	1.0	Director	$0	$0	$0
ERIN HEINTZ	SECRETARY	1.0	Officer	$0	$0	$0
COLLEEN J WEGMAN	VICE CHAIR/TREASURER	1.0	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
2024	$2,242,159	$1,930,159	$53,186,394	$312,000
2023	$698,809	$2,166,199	$49,464,810	$-1,467,390
2022	$-1,549,481	$567,269	$44,711,976	$-2,116,750

WEGMANS FAMILY FOUNDATION INC