HWC FOUNDATION INC (EIN 873376340) - 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

2021

Legal Domicile

Phone

8778295500

Tax Period

2023-12-01 to 2024-11-30

HWC FOUNDATION INC, founded in 2021, is a micro nonprofit in the Human Services sector that reported $84K in total revenue in fiscal year 2023. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $31K, a strong 37% operating margin.

Mission

TO BENEFIT, PERFORM THE FUNCTIONS OF, OR CARRY OUT THE PURPOSES OF STIGLER HEALTH AND WELLNESS CENTER, INC.

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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 $83,936

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $83,936

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,688

Fundraising Expenses $0

Program Expenses $43,425

Other Expenses $50,287

TOTAL EXPENSES $52,975

Year-over-Year Comparison

	2023	2022	Change
Revenue	$83,936	$60,557	+0.4%
Expenses	$52,975	$34,441	+0.5%
Net Income	$30,961	$26,116	+0.2%

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

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

$514,937

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTIN PEERSON	VICE PRESIDENT	0.3	Officer Director	$0	$0	$0
ROYCE ALVERSON	SECRETARY/TREASURER	0.3	Officer Director	$0	$0	$0
TRISH MCBEATH	PRESIDENT	0.3	Officer Director	$0	$0	$0
LACEY WALLACE	MEMBER	0.3	Director	$0	$0	$0
PENNIE EMBRY	MEMBER	0.3	Director	$0	$0	$0
STEPHANIE LONG	CFO	0.6	Officer	$0	$8,164	$205,471
TERESA HUGGINS	CEO	0.6	Officer	$0	$18,950	$309,466

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	$83,936	$52,975	$107,949	$30,961
2023	$60,557	$34,441	$69,813	$26,116
2022	$45,398	$1,701	$44,512	$43,697

HWC FOUNDATION INC