WINNERS TRAVEL FOUNDATION INC

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2019

Legal Domicile

Principal Officer

CLAYTON LOWDER III

Phone

8034689000

Tax Period

2024-01-01 to 2024-12-31

WINNERS TRAVEL FOUNDATION INC, founded in 2019, is a small nonprofit in the Human Services sector that reported $357K in total revenue in fiscal year 2024. Revenue surged 49% from the prior year, signaling strong growth momentum. The organization ran a surplus of $258K, a strong 72% operating margin.

Mission

WE SUPPORT CAREGIVERS BY INVESTING IN THEIR MENTAL, PHYSICAL AND FINANCIAL WELLNESS. EACH YEAR, WE HOST MULTI-DAY RETREATS FEATURING PROFESSIONAL WELLNESS WORKSHOPS, RECREATIONAL ACTIVITIES AND GROUP THERAPY FOR FAMILY CAREGIVERS, ESPECIALLY PARENTS OF CHILDREN WITH DISABILITIES OR LIFELONG MEDICAL NEEDS. THROUGH A PROVEN MODEL ROOTED IN COMPASSION, SCIENCE, AND LOCAL PARTNERSHIPS, CAREGIVERS RETURN HOME WITH THE TOOLS AND SUPPORT NETWORK THEY NEED TO THRIVE, NOT JUST SURVIVE.

Program Service Accomplishments

Program 1

Expenses: $85,092 Revenue: $345,565

WE CHANGE LIVES THROUGH SPONSORSHIP OF GUEST SPEAKERS, PROFESSIONAL WELLNESS WORKSHOPS, RECREATIONAL ACTIVITIES AND GROUP THERAPY FOR FAMILY CAREGVERS.WE PROVIDED FUNDS FOR FAMILY CARETAKERS AND...

WE CHANGE LIVES THROUGH SPONSORSHIP OF GUEST SPEAKERS, PROFESSIONAL WELLNESS WORKSHOPS, RECREATIONAL ACTIVITIES AND GROUP THERAPY FOR FAMILY CAREGVERS.WE PROVIDED FUNDS FOR FAMILY CARETAKERS AND VETERANS SO THAT THEY CAN TRAVEL AND HAVE LIFE CHANGING EXPERIENCES. THE FOUNDATION TEAMED UP WITH THE OUTDOOR DREAM FOUNDATION TO PROVIDE A SPECIAL TRAVEL AND FISHING EXPERIENCE AND TOURNAMENT FOR CHILDREN WITH TERMINAL DIAGNOSIS AND THEIR FAMILIES TO ENJOY TIME TOGETHER.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $345,565

Program Service Revenue $0

Investment Income $10,945

Other Revenue $0

TOTAL REVENUE $356,510

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $85,092

Other Expenses $98,477

TOTAL EXPENSES $98,477

Year-over-Year Comparison

	2024	2023	Change
Revenue	$356,510	$238,493	+0.5%
Expenses	$98,477	$277,180	-0.6%
Net Income	$258,033	$-38,687	-7.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CLAYTON R LOWDER IV	PRESIDENT	20.00	Officer	$0	$0	$0
SHARI LEWIS	SECRETARY	3.00	Officer	$0	$0	$0
ASHLEY SHIRLEY	TREASURER	10.00	Officer	$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	$356,510	$98,477	$302,853	$258,033
2023	$238,493	$277,180	$48,636	$-38,687
2019	$283,091	$8,590	$308,091	$274,501