WSNA SCHOLARSHIP AND RESEARCH CHARITABLE FUND (EIN 911044208) - 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

1979

Legal Domicile

Principal Officer

JANET BAHR

Phone

2536616055

Tax Period

2023-01-01 to 2023-12-31

WSNA SCHOLARSHIP AND RESEARCH CHARITABLE FUND, founded in 1979, is a small nonprofit in the Education sector that reported $170K in total revenue in fiscal year 2023. Revenue surged 214% from the prior year, signaling strong growth momentum. The organization ran a surplus of $128K, a strong 75% operating margin.

Mission

PROVIDE CHARITABLE SCHOLARSHIPS TO INDIVIDUAL STUDENTS IN HORTICULTURAL FIELDS, INCLUDING RESEARCH.

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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 $156,664

Program Service Revenue $0

Investment Income $12,999

Other Revenue $0

TOTAL REVENUE $169,663

Expense Breakdown

Grants Paid $22,755

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $22,763

Other Expenses $18,877

TOTAL EXPENSES $41,632

Year-over-Year Comparison

	2023	2022	Change
Revenue	$169,663	$54,051	+2.1%
Expenses	$41,632	$52,756	-0.2%
Net Income	$128,031	$1,295	+97.9%

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

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

$70,406

Total Directors

$70,406

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BREANNE CHAVEZ	SECRETARY	0.75	Officer Director	$0	$2,005	$70,406
JANET BAHR	PRESIDENT	0.75	Officer Director	$0	$0	$0
LADD SMITH	DIRECTOR	0.75	Director	$0	$0	$0
JERRY ROSSO	DIRECTOR	0.75	Director	$0	$0	$0
JEFFREY LEONARD	DIRECTOR	0.75	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	$169,663	$41,632	$985,183	$128,031
2022	$54,051	$52,756	$758,443	$1,295
2021	$77,420	$44,224	$936,144	$33,196
2020	$58,709	$41,360	$866,654	$17,349
2019	$42,089	$49,904	$825,631	$-7,815
2018	$285,978	$64,554	$725,581	$221,424

WSNA SCHOLARSHIP AND RESEARCH CHARITABLE FUND