WEISER CHARITABLE FOUNDATION (EIN 832165204) - 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

RONALD N WEISER

Phone

7347698520

Tax Period

2022-10-01 to 2023-09-30

WEISER CHARITABLE FOUNDATION, founded in 2018, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $10.5M in total revenue in fiscal year 2022. Revenue surged 6427% from the prior year, signaling strong growth momentum. The organization ran a surplus of $8.3M, a strong 79% operating margin.

Mission

TO SUPPORT AND PROMOTE EDUCATIONAL EFFORTS, PARTICULARLY IN SOUTHEAST MICHIGAN, AS WELL AS FURTHERING OTHER CHARITABLE PURPOSES BY MAKING GRANTS FOR CHARITABLE ACTIVITIES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $9,806,027

Program Service Revenue $0

Investment Income $321,723

Other Revenue $380,474

TOTAL REVENUE $10,508,224

Expense Breakdown

Grants Paid $2,160,333

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,160,333

Other Expenses $69,638

TOTAL EXPENSES $2,229,971

Year-over-Year Comparison

	2022	2021	Change
Revenue	$10,508,224	$161,004	+64.3%
Expenses	$2,229,971	$2,392,533	-0.1%
Net Income	$8,278,253	$-2,231,529	-4.7%

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
RONALD N WEISER MEMBER	PRESIDENT/DIRECTOR	1.25	Officer Director	$0	$0	$0
MARIE KLOPF	SECRETARY/DIRECTOR	0.25	Officer Director	$0	$0	$0
C WENDELL DUNBAR	DIRECTOR/TREASURER	1.00	Officer 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
2023	$10,508,224	$2,229,971	$17,749,998	$8,278,253
2022	$161,004	$2,392,533	$8,860,139	$-2,231,529
2021	$9,009,221	$1,304,155	$11,876,991	$7,705,066
2021	$9,009,221	$1,304,155	$11,876,991	$7,705,066
2020	$-207,295	$28,053	$4,065,802	$-235,348
2019	$4,005,663	$44,168	$4,048,142	$3,961,495

WEISER CHARITABLE FOUNDATION