WTI FOUNDATION (EIN 830326315) - 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

2019

Legal Domicile

Principal Officer

FRED OCKERS

Phone

3077601862

Tax Period

2021-01-01 to 2021-12-31

WTI FOUNDATION, founded in 2019, is a small nonprofit that reported $607K in total revenue in fiscal year 2021. The organization ran a surplus of $604K, a strong 99% operating margin.

Mission

TO AWARD ACADEMIC SCHOLARSHIPS TO INDIVIDUALS PURSUING POST-SECONDARY DEGREES IN THE FIELDS OF AUTOMOTIVE, AUTO BODY, AND DIESEL TECHNOLOGY.

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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 (2021)

Revenue Breakdown

Contributions & Grants $600,000

Program Service Revenue $5,303

Investment Income $2,053

Other Revenue $0

TOTAL REVENUE $607,356

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,714

Other Expenses $3,149

TOTAL EXPENSES $3,149

Year-over-Year Comparison

	2021	2020	Change
Revenue	$607,356	N/A	N/A
Expenses	$3,149	N/A	N/A
Net Income	$604,207	N/A	N/A

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

N/A

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
DALE ESLINGER	PRESIDENT	2.00	Officer Director	$0	$0	$0
MELISSA MORTENSEN	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
MARTIN AXLUND	SECRETARY	2.00	Officer Director	$0	$0	$0
FRED OCKERS	TREASURER	2.00	Officer Director	$0	$0	$0
JOHN HURD	BOARD MEMBER	1.00	Director	$0	$0	$0
KEITH GRIS	BOARD MEMBER	1.00	Director	$0	$0	$0
DOUGLAS MIN	BOARD MEMBER	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
2021	$607,356	$3,149	$635,373	$604,207

WTI FOUNDATION