Katie Weingartner Foundation

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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

2017

Legal Domicile

Principal Officer

Kimberly Weingartner

Tax Period

2024-01-01 to 2024-12-31

Katie Weingartner Foundation, founded in 2017, is a small nonprofit in the Education sector that reported $246K in total revenue in fiscal year 2024. Revenue fell 46% from the prior year — a significant decline worth monitoring. Expenses of $328K exceeded revenue, resulting in a 34% operating deficit.

Program Service Accomplishments

Program 1

Expenses: $224,510

The Foundation serves to assist the underserved in our community, children, and military veterans by providing holiday meal baskets, shoes, clothing, and other necessities.

Program 2

Expenses: $2,106

The Foundation provides scholarships of $1,003 each to students pursuing higher education.

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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 $245,641

Program Service Revenue $0

Investment Income $0

Other Revenue $86

TOTAL REVENUE $245,727

Expense Breakdown

Grants Paid $2,106

Salaries & Benefits $166,690

Fundraising Expenses $40,601

Program Expenses $226,616

Other Expenses $159,615

TOTAL EXPENSES $328,411

Year-over-Year Comparison

	2024	2023	Change
Revenue	$245,727	$455,009	-0.5%
Expenses	$328,411	$260,974	+0.3%
Net Income	$-82,684	$194,035	-1.4%

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

Volunteers

137

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

$37,596

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Nathan Jersey	Executive Director	40.00	Officer	$37,596	$0	$37,596
Shelly Engholm	Director	2.00	Director	$0	$0	$0
Logan Myers	Vice President	2.00	Director	$0	$0	$0
Adonica Iverson	Director	2.00	Director	$0	$0	$0
Amy McKillip	Director	2.00	Director	$0	$0	$0
Diaz Dixon	Director	2.00	Director	$0	$0	$0
Ray Foote	Director	0.00	Director	$0	$0	$0
Kimberly Weingartner	President	20.00	Officer Director	$0	$0	$0
Brenda Green	Treasurer	10.00	Officer Director	$0	$0	$0
Danyelle Myers	Secretary	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
2024	$245,727	$328,411	$134,500	$-82,684
2023	$455,009	$260,974	$214,104	$194,035