The WILLstrong Foundation Trust (EIN 844835178) - 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

2020

Legal Domicile

Principal Officer

Claudia Maniatis

Phone

7202573304

Tax Period

2024-01-01 to 2024-12-31

The WILLstrong Foundation Trust, founded in 2020, is a micro nonprofit that reported $99K in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. Expenses of $149K exceeded revenue, resulting in a 51% operating deficit.

Mission

Fund studies into children's cancer research for Myelodysplastic Syndrome (MDS) and Acute Myeloid Leukemia (AML)

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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 (2024)

Revenue Breakdown

Contributions & Grants $97,667

Program Service Revenue $0

Investment Income $1,478

Other Revenue $0

TOTAL REVENUE $99,145

Expense Breakdown

Grants Paid $127,023

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $149,254

Other Expenses $22,231

TOTAL EXPENSES $149,254

Year-over-Year Comparison

	2024	2023	Change
Revenue	$99,145	$112,149	-0.1%
Expenses	$149,254	$190,733	-0.2%
Net Income	$-50,109	$-78,584	-0.4%

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
Julie Britti	Director	1.00	Director	$0	$0	$0
Ed Davis	Director	1.00	Director	$0	$0	$0
Kay Dry	Director	1.00	Director	$0	$0	$0
Evyan Maniatis	Director	1.00	Director	$0	$0	$0
Duncan McPherson	Director	1.00	Director	$0	$0	$0
Robert Shultz	Director	1.00	Director	$0	$0	$0
David Sharp	Director	1.00	Director	$0	$0	$0
Kim Smith	Director	1.00	Director	$0	$0	$0
Claudia Maniatis	Executive Director	1.00	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
2024	$99,145	$149,254	No data	$-50,109
2023	$112,149	$190,733	$50,233	$-78,584
2022	$130,879	$178,065	$129,220	$-47,186
2021	$252,151	$105,706	$175,870	$146,445

The WILLstrong Foundation Trust