JAMES AND LYNN WOJTYTO CHARITABLE FUND (EIN 876955239) - 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

Phone

4016544815

Tax Period

2023-01-01 to 2023-12-31

JAMES AND LYNN WOJTYTO CHARITABLE FUND, founded in 2022, is a small nonprofit in the Human Services sector that reported $335K in total revenue in fiscal year 2023. Revenue fell 89% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $173K, a strong 52% operating margin.

Mission

The Fund is organized and shall be operated exclusively for the benefit of the Rhode Island Community Food Bank, St. Jude Childrens Research Hospital in Memphis, Tennessee, and the American Red Cross Rhode Island Chapter in Providence, Rhode Island, all of which are organizations exempt under Section 501(c)(3) and 509(a)(1) or 509(a)(2) of the Code (the Supported Organizations).

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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 $285,151

Program Service Revenue $0

Investment Income $49,549

Other Revenue $22

TOTAL REVENUE $334,722

Expense Breakdown

Grants Paid $131,456

Salaries & Benefits $30,238

Fundraising Expenses $0

Program Expenses $131,457

Other Expenses $299

TOTAL EXPENSES $161,993

Year-over-Year Comparison

	2023	2022	Change
Revenue	$334,722	$2,957,302	-0.9%
Expenses	$161,993	$111,607	+0.5%
Net Income	$172,729	$2,845,695	-0.9%

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

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
THE WASHINGTON TRUST COMPANY	TRUSTEE	N/A		$30,238	$0	$30,238

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$334,722	$161,993	$2,901,450	$172,729
2022	$2,957,302	$111,607	$2,729,269	$2,845,695

JAMES AND LYNN WOJTYTO CHARITABLE FUND