Wellsville Community Foundation (EIN 854005192) - 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

Eddie Murphy

Phone

7144785138

Tax Period

2023-01-01 to 2023-12-31

Wellsville Community Foundation, founded in 2020, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $130K in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $71K, a strong 55% operating margin.

Mission

The Wellsville Community Foundation is dedicated to the common good, general welfare and civic benefits of the Wellsville, Ohio community and its environs.

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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 (2023)

Revenue Breakdown

Contributions & Grants $116,270

Program Service Revenue $0

Investment Income $2,490

Other Revenue $11,368

TOTAL REVENUE $130,128

Expense Breakdown

Grants Paid $1,150

Salaries & Benefits $0

Fundraising Expenses $77

Program Expenses $52,810

Other Expenses $57,622

TOTAL EXPENSES $58,772

Year-over-Year Comparison

	2023	2022	Change
Revenue	$130,128	$113,044	+0.2%
Expenses	$58,772	$43,917	+0.3%
Net Income	$71,356	$69,127	+0.0%

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

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
Eddie Murphy	President	4.00	Officer Director	$0	$0	$0
Timothy J McNicol	Vice-president	2.00	Officer Director	$0	$0	$0
Linda L Weekley	Treasurer	3.00	Officer Director	$0	$0	$0
Cressey J Belden	Secretary	3.00	Officer Director	$0	$0	$0
Nicholas T Amato	Board member	1.00	Director	$0	$0	$0
Bradley Elliott	Board member	1.00	Director	$0	$0	$0
David Thompson	Board member	1.00	Director	$0	$0	$0
Robert E Williamson	Board member	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	No data	No data	No data	No data
2023	$130,128	$58,772	$752,111	$71,356
2022	$113,044	$43,917	$679,755	$69,127
2021	$621,541	$10,913	$610,628	$610,628

Wellsville Community Foundation