WUERFFEL FOUNDATION INC (EIN 851271960) - 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

DANNY WUERFFEL

Phone

4044928274

Tax Period

2024-04-01 to 2025-03-31

WUERFFEL FOUNDATION INC, founded in 2020, is a small nonprofit in the Community Improvement sector that reported $636K in total revenue in fiscal year 2024.

Mission

INSPIRE GREATER SERVICE AND UNITY IN THE WORLD, HONORING AND DEVELOPING COMMUNITY LEADERS.

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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 $694,123

Program Service Revenue $0

Investment Income $-9

Other Revenue $-58,255

TOTAL REVENUE $635,859

Expense Breakdown

Grants Paid $145,000

Salaries & Benefits $227,471

Fundraising Expenses $9,997

Program Expenses $573,679

Other Expenses $289,634

TOTAL EXPENSES $662,105

Year-over-Year Comparison

	2024	2023	Change
Revenue	$635,859	$667,083	0.0%
Expenses	$662,105	$507,063	+0.3%
Net Income	$-26,246	$160,020	-1.2%

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

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

$508,032

Total Directors

$228,751

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANNY WUERFFEL	CHAIRMAN OF THE BOARD & PRESIDENT	10.00	Officer Director	$65,833	$37,083	$228,751
JOANNE BROWN	BOARD MEMBER	1.00	Director	$0	$0	$0
SCOTT PRESSLY	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE CRAIG	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES GADSBY	EXECUTIVE DIRECTOR & BOARD TREASURER	15.00	Officer	$54,708	$48,417	$191,700
BLAIR N WORTSMITH	PROGRAM MANAGER & BOARD SECRETARY	45.00	Officer	$82,948	$4,633	$87,581

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	$635,859	$662,105	$546,395	$-26,246
2024	$667,083	$507,063	$593,929	$160,020
2023	$339,673	$410,613	$514,390	$-70,940
2022	$814,052	$495,769	$512,313	$318,283
2021	$256,892	$99,316	$160,295	$157,576

WUERFFEL FOUNDATION INC