Wayne N & Julia E Aspinall Foundation Inc (EIN 840845063) - 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

1967

Legal Domicile

Principal Officer

Robert Traylor

Tax Period

2023-01-01 to 2023-12-31

Wayne N & Julia E Aspinall Foundation Inc, founded in 1967, is a micro nonprofit that reported $34K in total revenue in fiscal year 2023. Expenses of $48K exceeded revenue, resulting in a 42% operating deficit.

Mission

Funding education at Colorado Mesa University

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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 $520

Program Service Revenue $0

Investment Income $33,259

Other Revenue $83

TOTAL REVENUE $33,862

Expense Breakdown

Grants Paid $36,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $42,034

Other Expenses $11,666

TOTAL EXPENSES $48,166

Year-over-Year Comparison

	2023	2022	Change
Revenue	$33,862	$-17,488	-2.9%
Expenses	$48,166	$52,018	-0.1%
Net Income	$-14,304	$-69,506	-0.8%

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
Toni Heiden Moran	Director	1.00	Director	$0	$0	$0
Ashton Peterhans	Director	1.00	Director	$0	$0	$0
Cynthia Cyphers	Director	1.00	Director	$0	$0	$0
Steve Schulte	Director	1.00	Director	$0	$0	$0
Kim Williams	Director	1.00	Director	$0	$0	$0
Sheryl Fitzgerald	Vice President	2.00	Officer Director	$0	$0	$0
Robert Traylor	President	2.00	Officer Director	$0	$0	$0
Keith Mottram	Secretary	2.00	Officer Director	$0	$0	$0
Kathy Selover	Treasurer	4.00	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
2024	No data	No data	No data	No data
2023	$33,862	$48,166	$755,900	$-14,304
2022	$-17,488	$52,018	$737,225	$-69,506
2021	$90,215	$51,222	$921,550	$38,993
2020	$63,741	$42,875	$883,668	$20,866
2019	$25,976	$43,668	$824,006	$-17,692
2018	$63,587	$35,064	$737,626	$28,523

Wayne N & Julia E Aspinall Foundation Inc