THE WFG FOUNDATION INC (EIN 820557271) - 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

2002

Legal Domicile

Principal Officer

SUSAN DAVIES

Phone

7704539300

Tax Period

2024-01-01 to 2024-12-31

THE WFG FOUNDATION INC, founded in 2002, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $263K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $45K, a strong 17% operating margin.

Mission

ESTABLISHING NEIGHBORHOOD ENHANCEMENT PROGRAMS PROMOTING EDUCATIONAL AND SCHOLARSHIP OPPORTUNITIES FOSTERING COMMUNITY TOGETHERNESS, AWARENESS, AND INTERCOMMUNICATION.

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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 $228,813

Program Service Revenue $0

Investment Income $33,693

Other Revenue $0

TOTAL REVENUE $262,506

Expense Breakdown

Grants Paid $138,675

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $138,675

Other Expenses $79,144

TOTAL EXPENSES $217,819

Year-over-Year Comparison

	2024	2023	Change
Revenue	$262,506	$286,968	-0.1%
Expenses	$217,819	$440,050	-0.5%
Net Income	$44,687	$-153,082	-1.3%

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
JUN DELA CRUZ	DIRECTOR	0.30	Director	$0	$0	$0
SUNNY HUANG	DIRECTOR	0.30	Director	$0	$0	$0
JUAN JAIME	DIRECTOR (UNTIL 07/24)	0.30	Director	$0	$0	$0
KIMME LE	DIRECTOR	0.30	Director	$0	$0	$0
BRIAN LOISEAU	DIRECTOR	0.30	Director	$0	$0	$0
PENNEY N OOI	DIRECTOR	0.30	Director	$0	$0	$0
SUSAN E DAVIES	PRESIDENT	6.00	Officer	$0	$0	$0
BRIAN BEITZEL	VICE PRESIDENT	0.50	Officer	$0	$0	$0
LEESA EASLEY	SECRETARY	0.50	Officer	$0	$0	$0
CARYL P SHEPHERD	TREASURER	0.50	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	$262,506	$217,819	$1,356,869	$44,687
2023	$286,968	$440,050	$1,257,123	$-153,082
2022	$667,712	$344,742	$1,313,179	$322,970
2021	$217,148	$1,105,916	$1,517,968	$-888,768
2020	$1,034,547	$313,645	$2,359,534	$720,902
2019	$217,130	$412,818	$1,653,185	$-195,688
2018	$280,025	$418,534	$1,756,035	$-138,509

THE WFG FOUNDATION INC