WONG WHALEN FOUNDATION (EIN 843910246) - 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

2019

Legal Domicile

Principal Officer

Jeffery Whalen

Phone

4082060911

Tax Period

2025-01-01 to 2025-12-31

WONG WHALEN FOUNDATION, founded in 2019, is a small nonprofit in the Human Services sector that reported $246K in total revenue in fiscal year 2025. Revenue surged 757% from the prior year, signaling strong growth momentum. The organization ran a surplus of $212K, a strong 86% operating margin.

Mission

Providing financial education and affordable housing to students and people in need to give them the tools and platform for future success.

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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 (2025)

Revenue Breakdown

Contributions & Grants $227,575

Program Service Revenue $0

Investment Income $18,286

Other Revenue $0

TOTAL REVENUE $245,861

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $33,856

TOTAL EXPENSES $33,856

Year-over-Year Comparison

	2025	2024	Change
Revenue	$245,861	$28,673	+7.6%
Expenses	$33,856	$33,856	N/A
Net Income	$212,005	$-5,183	-41.9%

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

N/A

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
Anne Whalen	President, Treasurer	2	Officer Director Key Emp	$0	$0	$0
Jeffery Whalen	Vice President, Secretary	2	Officer Director Key Emp	$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	$245,861	$33,856	$756,728	$212,005
2024	$28,673	$33,856	$469,602	$-5,183
2023	$26,100	$39,678	$459,473	$-13,578
2022	$7,600	$35,828	$372,502	$-28,228
2021	$34,995	$41,380	$514,120	$-6,385
2020	$101,148	$49,244	$510,065	$51,904
2019	$435,536	$14,963	$426,531	$420,573

WONG WHALEN FOUNDATION