GREENWOOD VILLAGE, CO
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)INVESTMENTS & WEALTH FOUNDATION, founded in 2022, is a small nonprofit in the Education sector that reported $328K in total revenue in fiscal year 2023. The organization ran a surplus of $68K, a strong 21% operating margin.
THE PRIMARY ROLE AND SCOPE OF THE INVESTMENTS & WEALTH FOUNDATION WILL BE TO CONVEY SCHOLARSHIPS AND TUITION ASSISTANCE TO QUALIFIED INDIVIDUALS WHO CAN DEMONSTRATE FINANCIAL NEED AND ARE FROM CONTINUED ON SCHEDULE OUNDERREPRESENTED POPULATIONS RELATED TO GENDER, RACE, ETHNICITY, AGE, SEXUAL PREFERENCE, TO UNDERWRITE THE COSTS OF CIMA, CPWA AND RMA CERTIFICATION. ACCELERATE CAREER ADVANCEMENT OF TARGET PROFESSIONALS WHO ARE CURRENTLY UNDERREPRESENTED IN THE PROFESSION, THEREBY FOSTERING SUSTAINABLE DIVERSITY WITHIN THE FINANCIAL ADVISOR PROFESSION.
THE PRIMARY ROLE AND SCOPE OF THE INVESTMENTS & WEALTH FOUNDATION WILL BE TO CONVEY SCHOLARSHIPS AND TUITION ASSISTANCE TO QUALIFIED INDIVIDUALS WHO CAN DEMONSTRATE FINANCIAL NEED AND ARE FROM...
THE PRIMARY ROLE AND SCOPE OF THE INVESTMENTS & WEALTH FOUNDATION WILL BE TO CONVEY SCHOLARSHIPS AND TUITION ASSISTANCE TO QUALIFIED INDIVIDUALS WHO CAN DEMONSTRATE FINANCIAL NEED AND ARE FROM UNDERREPRESENTED POPULATIONS RELATED TO GENDER, RACE, ETHNICITY, AGE, SEXUAL PREFERENCE, TO UNDERWRITE THE COSTS OF CIMA, CPWA AND RMA CERTIFICATION.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2023 | 2022 | Change | |
|---|---|---|---|
| Revenue | $327,522 | $316,775 | +0.0% |
| Expenses | $259,985 | $310,279 | -0.2% |
| Net Income | $67,537 | $6,496 | +9.4% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| SEAN WALTERS | IWI CEO/EXECUTIVE DIRECTOR | 1.00 |
Officer
|
$0 | $135,157 | $685,157 |
| ANGELA LUTTERMAN | IWI CFO | 1.00 |
Officer
|
$0 | $56,567 | $383,336 |
| ELIZABETH ANDERSON | BOARD CHAIR | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| DESIREE MALDONADO | VICE CHAIR | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| EILIN CABUTTO | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| IRA COX | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| LUCRECE DOSSOU | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| JOHN GRANZOW | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| KAREN HEATH-WADE | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| BETSY PIPER-BACH | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| KEVIN SANCHEZ | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2024 | No data | No data | No data | No data |
| 2023 | $327,522 | $259,985 | $138,917 | $67,537 |
| 2022 | $316,775 | $310,279 | $126,536 | $6,496 |
Compare INVESTMENTS & WEALTH FOUNDATION with other nonprofits in Colorado and across the country.