WELLS CLAYTON WHITWORTH FOUNDATION (EIN 843797314) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Legal Domicile

Principal Officer

KELLEY WHITWORTH

Phone

9314332246

Tax Period

2025-01-01 to 2025-12-31

WELLS CLAYTON WHITWORTH FOUNDATION is a small nonprofit in the Human Services sector that reported $142K in total revenue in fiscal year 2024. Expenses of $209K exceeded revenue, resulting in a 47% operating deficit.

Mission

WELLS CLAYTON WHITWORTH MEMORIAL FOUNDATION MISSION IS TO SUPPORT OUR LOCAL COMMUNITY AND ASSIST FAMILIES WHO HAVE LOST AN INFANT. WHEN YOU GIVE TO THE FOUNDATION, YOU HELP NORTH ALABAMA FAMILIES WHO ARE EXPERIENCING THIS UNIMAGINABLE LOSS BY COVERING THE UNEXPECTED COST OF BURIAL AND GRIEF COUNSELING.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $312,248

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $312,248

Expense Breakdown

Grants Paid $83,972

Salaries & Benefits $0

Fundraising Expenses $86,332

Program Expenses $83,972

Other Expenses $95,297

TOTAL EXPENSES $179,269

Year-over-Year Comparison

	2025	2024	Change
Revenue	$312,248	$141,926	+1.2%
Expenses	$179,269	$208,809	-0.1%
Net Income	$132,979	$-66,883	-3.0%

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

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
JONATHAN ROY	TREASURER	N/A	Officer	$0	$0	$0
CHAD WHITWORTH	VICE PRESIDE	N/A	Officer	$0	$0	$0
KELLEY WHITWORTH	PRESIDENT	N/A	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
2025	$312,248	$179,269	$147,473	$132,979
2024	$141,926	$208,809	$14,494	$-66,883

WELLS CLAYTON WHITWORTH FOUNDATION