WHITMAN-WALKER FOUNDATION INC (EIN 823889980) - 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

JENNIFER MAHER

Phone

2027457000

Tax Period

2023-01-01 to 2023-12-31

WHITMAN-WALKER FOUNDATION INC, founded in 2017, is a community nonprofit in the Health Care sector that reported $4.3M in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $1.3M, a strong 29% operating margin.

Mission

WHITMAN-WALKER FOUNDATION RAISES CRITICAL FUNDS TO INVEST IN WHITMAN-WALKER'S MISSION OF CARE, ADVOCACY, RESEARCH, AND EDUCATION. THROUGH COMMUNITY BASED PHILANTHROPY, WE ENSURE THE SUSTAINABILITY OF OUR SERVICES TO EMPOWER ALL PERSONS TO LIVE HEALTHY, LOVE OPENLY, AND ACHIEVE FULL EQUALITY AND INCLUSION. THE WHITMAN-WALKER FOUNDATION LEADS THE FUNDRAISING STRATEGY, OUTREACH, PLATFORMS AND EFFORTS FOR THE WHITMAN-WALKER COMMUNITY HEALTH SYSTEM.

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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 $4,303,915

Program Service Revenue $0

Investment Income $0

Other Revenue $-1,278

TOTAL REVENUE $4,302,637

Expense Breakdown

Grants Paid $366,349

Salaries & Benefits $732,001

Fundraising Expenses $148,121

Program Expenses $2,792,505

Other Expenses $1,803,279

TOTAL EXPENSES $3,049,750

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,302,637	$4,675,467	-0.1%
Expenses	$3,049,750	$1,968,376	+0.5%
Net Income	$1,252,887	$2,707,091	-0.5%

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

224

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

$894,331

Total Directors

Key Employees

$275,978

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER MAHER	CHIEF FINANCIAL OFFICER	2.0	Officer	$0	$38,580	$281,402
CHRISTOPHER HOLLEMAN	FINANCIAL SENIOR DIRECTOR	2.0	Key Emp	$0	$55,990	$275,978
ABBY FENTON	EXECUTIVE DIRECTOR	24.0	Officer	$144,554	$33,375	$267,899
CINDY LEWIN	CEO (AS OF 04/07/23)	2.0	Officer	$342	$0	$234,578
DAVID MALLORY	DIRECTOR OF ANNUAL GIVING	40.0	Highest	$116,972	$26,685	$143,657
RYAN MORAN THRU 41023	CEO - WW HEALTH SYSTEM	2.0	Officer	$16,349	$8,170	$110,452
MATTHEWS VOORHEES	BOARD CHAIR	2.0	Officer Director	$0	$0	$0
GLYNDA BROWN	VICE CHAIR	2.0	Officer Director	$0	$0	$0
JACK GOCKE	TREASURER	2.0	Officer Director	$0	$0	$0
CARY HATCH	SECRETARY	2.0	Officer Director	$0	$0	$0
JAMES ROLLINS	DIRECTOR	2.0	Director	$0	$0	$0
LINDSAY MORTON	DIRECTOR	2.0	Director	$0	$0	$0
ADAM SIMMONS	DIRECTOR	2.0	Director	$0	$0	$0
JIM SANDMAN	DIRECTOR	2.0	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	No data	No data	No data	No data
2023	$4,302,637	$3,049,750	$8,326,474	$1,252,887
2022	$4,675,467	$1,968,376	$6,500,875	$2,707,091
2021	$4,293,834	$2,542,819	$3,593,058	$1,751,015
2020	$2,152,952	$2,554,387	$1,797,403	$-401,435
2019	$3,385,545	$1,897,916	$2,388,526	$1,487,629
2018	$2,358,801	$1,790,545	$716,399	$568,256

WHITMAN-WALKER FOUNDATION INC