THE WVI DOLPHIN FOUNDATION INC (EIN 831512308) - 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

2018

Legal Domicile

Principal Officer

JEREMIAH D SCHNEE

Phone

7184155807

Tax Period

2023-01-01 to 2023-12-31

THE WVI DOLPHIN FOUNDATION INC, founded in 2018, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $188K in total revenue in fiscal year 2023. Revenue surged 61% from the prior year, signaling strong growth momentum. The organization ran a surplus of $73K, a strong 39% operating margin.

Mission

TO INSPIRE LEGACY FAMILIES AND OTHERS OF INFLUENCE TO PIVOT TOWARD "GIVE BACK" WHEREIN THEY CAN UTILIZE THEIR CONSIDERABLE PRESTIGE, WEALTH, AND POWER TO MAKE A DISPROPORTIONATE IMPACT TO UPLIFT CULTURE AND THE HUMAN CONDITION. OUR MISSION IS TO CHANNEL THE FUNDS RAISED TO WORTHY EARLY STAGE CHARITIES THAT ARE ALIGNED WITH THE DOLPHIN CULTURE THAT SUPPORT VETERANS AND SPORTS FOR GOOD INITIATIVE.

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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 $219,862

Program Service Revenue $0

Investment Income $1,397

Other Revenue $-33,576

TOTAL REVENUE $187,683

Expense Breakdown

Grants Paid $30,511

Salaries & Benefits $58,539

Fundraising Expenses $26,099

Program Expenses $62,231

Other Expenses $25,379

TOTAL EXPENSES $114,429

Year-over-Year Comparison

	2023	2022	Change
Revenue	$187,683	$116,651	+0.6%
Expenses	$114,429	$92,594	+0.2%
Net Income	$73,254	$24,057	+2.0%

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

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

$48,675

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEREMIAH SCHNEE	CO-CHAIRMAN	30.00	Director	$0	$0	$0
MARGARET POSWISTILO	EXECUTIVE DIRECTOR	30.00	Director	$48,675	$0	$48,675
PETER CUNEO	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID GOLDBERG	BOARD MEMBER	1.00	Director	$0	$0	$0
THOMAS PACCIONE	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
2024	No data	No data	No data	No data
2023	$187,683	$114,429	$154,000	$73,254
2019	$245,398	$177,811	$81,988	$67,587

THE WVI DOLPHIN FOUNDATION INC