GWF USA FOUNDATION (EIN 815055072) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2017

Legal Domicile

Phone

8054745681

Tax Period

2024-01-01 to 2024-12-31

GWF USA FOUNDATION, founded in 2017, is a small nonprofit in the International Affairs sector that reported $391K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Expenses of $359K left a modest 8% surplus.

Mission

THE GWF USA FOUNDATION IS ESTABLISHED TO IMPLEMENT, OPERATE AND COORDINATE OPEN LEARNING EDUCATION PROGRAMS IN SOUTH AFRICA FOR RURAL SOUTH AFRICANS OF LIMITED MEANS.THE FOUNDATION OPERATES YEAR ROUND AND IS CONDUCTED BY TRAINED FACILITATORS AND EDUCATORS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $391,315

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $391,315

Expense Breakdown

Grants Paid $239,100

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $358,877

Other Expenses $119,777

TOTAL EXPENSES $358,877

Year-over-Year Comparison

	2024	2023	Change
Revenue	$391,315	$422,951	-0.1%
Expenses	$358,877	$630,333	-0.4%
Net Income	$32,438	$-207,382	-1.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
KAREN GERDES	PRESIDENTTREASURER	1.00	Officer	$0	$0	$0
KATE GROCH	DIRECTORVICE PRES	1.00	Officer	$0	$0	$0
BOYD VARTY	DIRECTORSECRETARY	1.00	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
2024	$391,315	$358,877	$140,300	$32,438
2023	$422,951	$630,333	$107,862	$-207,382
2022	$556,221	$559,006	$315,244	$-2,785
2021	$439,696	$312,783	$318,029	$126,913
2020	$590,056	$452,440	$191,116	$137,616
2019	$742,085	$799,374	$53,500	$-57,289
2018	$521,328	$507,964	$110,789	$13,364

GWF USA FOUNDATION