JOSIAH WHITE'S QUAKERDALE FOUNDATION (EIN 822837021) - 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

ROB TALBOT

Phone

6414975294

Tax Period

2023-01-01 to 2023-12-31

JOSIAH WHITE'S QUAKERDALE FOUNDATION, founded in 2017, is a community nonprofit in the Youth Development sector that reported $1.5M in total revenue in fiscal year 2023. Revenue surged 71% from the prior year, signaling strong growth momentum. Expenses of $1.3M left a modest 15% surplus.

Mission

TO PROVIDE A SPIRITUAL EDUCATION TO CHILDREN, YOUNG ADULTS, AND THEIR FAMILIES

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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 (2023)

Revenue Breakdown

Contributions & Grants $880,007

Program Service Revenue $2,076

Investment Income $255,214

Other Revenue $354,828

TOTAL REVENUE $1,492,125

Expense Breakdown

Grants Paid $479,852

Salaries & Benefits $223,478

Fundraising Expenses $259,226

Program Expenses $679,144

Other Expenses $565,123

TOTAL EXPENSES $1,268,453

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,492,125	$870,268	+0.7%
Expenses	$1,268,453	$992,285	+0.3%
Net Income	$223,672	$-122,017	-2.8%

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

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

$80,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WES BLANCHARD	PRESIDENT	2.00	Officer Director	$0	$0	$0
JOHN RAINS	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
NANCY STEVENS	SECRETARY	2.00	Officer Director	$0	$0	$0
NANCY SCHORNACK	TREASURER	2.00	Officer Director	$0	$0	$0
RANDY KERNEN	TRUSTEE	2.00	Director	$0	$0	$0
SCOTT BIDDLE	TRUSTEE	2.00	Director	$0	$0	$0
PARKE ADAMSON	TRUSTEE	2.00	Director	$0	$0	$0
MANNY GARCIA	TRUSTEE	2.00	Director	$0	$0	$0
ROBERT TALBOT	EXECUTIVE DIRECTOR	30.00	Officer	$80,000	$0	$80,000

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	No data	No data	No data	No data
2023	$1,492,125	$1,268,453	$19,862,029	$223,672
2022	$870,268	$992,285	$21,039,044	$-122,017
2021	$1,075,930	$1,014,764	$22,959,200	$61,166
2020	$985,102	$969,264	$22,201,490	$15,838
2019	$729,381	$1,358,325	$21,389,613	$-628,944
2018	$1,127,654	$1,521,867	$27,658,642	$-394,213

JOSIAH WHITE'S QUAKERDALE FOUNDATION