TRANSFORMING WEALTH (EIN 863249269) - 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

Tax Period

2023-01-01 to 2023-12-31

TRANSFORMING WEALTH is a small nonprofit in the Human Services sector that reported $306K in total revenue in fiscal year 2023. Revenue surged 264% from the prior year, signaling strong growth momentum. The organization ran a surplus of $87K, a strong 29% operating margin.

Mission

To Facilitate the transformation of wealth within communities while building sustainable connections and a strong foundation for the future via education, support and exclusive opportunity.

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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 (2023)

Revenue Breakdown

Contributions & Grants $305,242

Program Service Revenue $0

Investment Income $0

Other Revenue $891

TOTAL REVENUE $306,133

Expense Breakdown

Grants Paid $0

Salaries & Benefits $162,270

Fundraising Expenses $0

Program Expenses $218,806

Other Expenses $56,536

TOTAL EXPENSES $218,806

Year-over-Year Comparison

	2023	2022	Change
Revenue	$306,133	$84,043	+2.6%
Expenses	$218,806	$70,764	+2.1%
Net Income	$87,327	$13,279	+5.6%

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

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
Julia Tasuil	Director	10	Director	$0	$0	$0
Shannon Emry	President	10	Officer Director	$0	$0	$0
Nieema Thasing	Director	10	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
2023	$306,133	$218,806	$119,375	$87,327

TRANSFORMING WEALTH