WEATHERFORD FOUNDATION INC (EIN 822730602) - 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

STEVEN CARVALHO

Phone

7138364000

Tax Period

2024-01-01 to 2024-12-31

WEATHERFORD FOUNDATION INC, founded in 2017, is a small nonprofit in the Public Safety sector that reported $612K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year.

Mission

PROVIDE RELIEF TO EMPLOYEES OF WEATHERFORD AND ITS AFFLIATES WHO ARE IMPACTED BY PRESIDENTIALLY DECLARED DISASTER AND SUPPORT SELECTED 501(C)(3) PUBLIC CHARITIES.

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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 $714,032

Program Service Revenue $0

Investment Income $0

Other Revenue $-101,860

TOTAL REVENUE $612,172

Expense Breakdown

Grants Paid $594,653

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $594,653

Other Expenses $3,717

TOTAL EXPENSES $598,370

Year-over-Year Comparison

	2024	2023	Change
Revenue	$612,172	$668,859	-0.1%
Expenses	$598,370	$1,094,554	-0.5%
Net Income	$13,802	$-425,695	-1.0%

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
Steven F Carvalho	Director & Executive V.P	0.5	Officer Director	$0	$0	$0
Maximiliano A Kricorian	Vice President & Treasurer	0.5	Officer Director	$0	$0	$0
David J Reed	Director	0.5	Director	$0	$0	$0
Kristin Ruzicka	Director & President	0.5	Officer Director	$0	$0	$0
Joseph H Mongrain	Director & President	0.5	Officer Director	$0	$0	$0
Desmond J Mills	Senior Vice President	0.5	Officer	$0	$0	$0
Katherine Medford	Vice President and Secretary	0.5	Officer	$0	$0	$0
Jeffrey B Curtis	Vice President and Secretary	0.5	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	$612,172	$598,370	$28,079	$13,802
2023	$668,859	$1,094,554	$14,277	$-425,695
2022	$571,803	$422,546	$439,972	$149,257
2021	$313,072	$400,617	$290,715	$-87,545
2020	$407,997	$399,097	$378,260	$8,900

WEATHERFORD FOUNDATION INC