INVESTMENTS & WEALTH FOUNDATION (EIN 874617128) - 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

2022

Legal Domicile

Principal Officer

SEAN WALTERS

Phone

3037703377

Tax Period

2023-01-01 to 2023-12-31

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.

Mission

TO CONVEY SCHOLARSHIPS AND TUITION ASSISTANCE TO QUALIFIED INDIVIDUALS.

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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 $327,522

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $327,522

Expense Breakdown

Grants Paid $221,000

Salaries & Benefits $17,460

Fundraising Expenses $0

Program Expenses $259,985

Other Expenses $21,525

TOTAL EXPENSES $259,985

Year-over-Year Comparison

	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%

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

$1,068,493

Total Directors

Key Employees

Highest Compensated

reported

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

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	$327,522	$259,985	$138,917	$67,537
2022	$316,775	$310,279	$126,536	$6,496

INVESTMENTS & WEALTH FOUNDATION