THE WATCHES OF SWITZERLAND GROUP US FOUNDATION (EIN 872997535) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2021

Legal Domicile

Principal Officer

DAVID HURLEY

Phone

2019898901

Tax Period

2024-05-01 to 2025-04-30

THE WATCHES OF SWITZERLAND GROUP US FOUNDATION, founded in 2021, is a community nonprofit in the Human Services sector that reported $2.5M in total revenue in fiscal year 2024. Revenue surged 148% from the prior year, signaling strong growth momentum. The organization ran a surplus of $971K, a strong 39% operating margin.

Mission

PROVIDE SUPPORT TO LOCAL AND NATIONAL CHARITIES FOCUSED ON POVERTY, SOCIAL MOBILITY AND HARDSHIP.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,489,169

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,489,169

Expense Breakdown

Grants Paid $1,512,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,512,000

Other Expenses $5,886

TOTAL EXPENSES $1,517,886

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,489,169	$1,004,961	+1.5%
Expenses	$1,517,886	$175,831	+7.6%
Net Income	$971,283	$829,130	+0.2%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
DAVID HURLEY	CHAIRMAN	1.00	Officer Director	$0	$0	$0
BENJAMIN BIRNBAUM	TRUSTEE	1.00	Director	$0	$0	$0
ELANNIE DAMIANOS	TRUSTEE	1.00	Director	$0	$0	$0
LORRIE NELSON	OFFICER	1.00	Officer	$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	$2,489,169	$1,517,886	$1,942,229	$971,283
2024	$1,004,961	$175,831	$970,946	$829,130
2023	$813,614	$671,798	$141,816	$141,816

THE WATCHES OF SWITZERLAND GROUP US FOUNDATION