JOAN WALTEMATH FOUNDATION

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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

JOAN WALTEMATH

Phone

9176200993

Tax Period

2019-01-01 to 2019-12-31

JOAN WALTEMATH FOUNDATION, founded in 2018, is a small nonprofit in the Arts, Culture & Humanities sector that reported $250K in total revenue in fiscal year 2019. The organization ran a surplus of $240K, a strong 96% operating margin.

Mission

THE MISSION IS TO PRESERVE, STORE, DISPLAY, HAVE PUBLIC AND SELECTED PRIVATE EVENTS TO SHARE WITH VARIOUS AUDIENCES AND MAKE AVAILABLE TO THE PUBLIC SIGNIFICANT PIECES OF ARTWORK OF VARIOUS TYPES AND VARIETIES DEMONSTRATED BY GIFTED ARTISTS TO BE DISPLAYED FOR THE BENEFIT OF THE PUBLIC.

Program Service Accomplishments

Program 1

Expenses: $10,529

THE ORGANIZATION HAS A BUILDING AND IS IN THE PROCESS OF RENOVATION. ALL OF THE EXPENSES FOR THE BUILDING AND IMPROVEMENTS HAVE BEEN CAPITALIZED.

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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 (2019)

Revenue Breakdown

Contributions & Grants $250,147

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $250,147

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $10,529

Other Expenses $10,529

TOTAL EXPENSES $10,529

Year-over-Year Comparison

	2019	2018	Change
Revenue	$250,147	N/A	N/A
Expenses	$10,529	N/A	N/A
Net Income	$239,618	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
JOAN WALTEMATH	DIRECTOR	20.00	Officer Director	$0	$0	$0
PETER BALLMAN	DIRECTOR	0.00	Director	$0	$0	$0
TODD WALTEMATH	DIRECTOR	0.00	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
2019	$250,147	$10,529	$239,618	$239,618