WAIF ENDOWMENT FOUNDATION (EIN 822013052) - 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

2017

Legal Domicile

Principal Officer

CYNTHIA WILBERT

Phone

3603311207

Tax Period

2025-01-01 to 2025-12-31

WAIF ENDOWMENT FOUNDATION, founded in 2017, is a small nonprofit in the Animal-Related sector that reported $137K in total revenue in fiscal year 2025. Revenue fell 57% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $50K, a strong 37% operating margin.

Mission

TO RECEIVE AND MAINTAIN FUNDS FOR AN ENDOWMENT FOR THE LONG TERM SUSTAINABILITY OF WHIDBEY ANIMAL'S IMPROVEMENT FOUNDATION (WAIF). THIS IS ACCOMPLISHED BY PROVIDING FUNDING FOR THE MAINTENANCE OF CAPITAL ASSETS, ENHANCEMENT OF PROGRAMS AND GENERALLY SUPPORTING THE MISSION OF WAIF.

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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 (2025)

Revenue Breakdown

Contributions & Grants $10,450

Program Service Revenue $0

Investment Income $126,338

Other Revenue $0

TOTAL REVENUE $136,788

Expense Breakdown

Grants Paid $75,000

Salaries & Benefits $0

Fundraising Expenses $414

Program Expenses $85,250

Other Expenses $11,784

TOTAL EXPENSES $86,784

Year-over-Year Comparison

	2025	2024	Change
Revenue	$136,788	$317,195	-0.6%
Expenses	$86,784	$34,295	+1.5%
Net Income	$50,004	$282,900	-0.8%

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
CYNTHIA WILBERT	Chairman	3.00	Officer Director	$0	$0	$0
JOHN THOMPSON	Director	1.00	Director	$0	$0	$0
DANIELLE MOELLER	WAIF LIAISON	1.00	Director	$0	$0	$0
MICHAEL HUGGINS	Treasurer	2.00	Officer Director	$0	$0	$0
LINDA BIEBER	Trustee	1.00	Director	$0	$0	$0
LINDA SCHAEFER	Secretary	2.00	Officer Director	$0	$0	$0
SERENE ARMSTRONG	Trustee	1.00	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
2025	$136,788	$86,784	$2,446,340	$50,004
2024	$317,195	$34,295	$2,396,336	$282,900
2023	$66,247	$21,102	$2,113,436	$45,145
2022	$606,658	$1,730	$2,068,291	$604,928
2021	$262,826	$1,094	$1,463,363	$261,732
2020	$18,382	$6,419	$1,201,657	$11,963
2019	$793,365	$2,339	$1,189,668	$791,026
2018	$452,047	$74,290	$398,642	$377,757

WAIF ENDOWMENT FOUNDATION