ZENETH F WARD & LANETTA S WARD FDN (EIN 931269745) - 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

1999

Legal Domicile

Principal Officer

DOUGLAS G WARD

Phone

3605212885

Tax Period

2024-01-01 to 2024-12-31

ZENETH F WARD & LANETTA S WARD FDN, founded in 1999, is a small nonprofit that reported $993K in total revenue in fiscal year 2024. Revenue surged 429% from the prior year, signaling strong growth momentum. Expenses of $1.8M exceeded revenue, resulting in a 84% operating deficit.

Mission

TYPE 1 SUPPORTING ORGANIZATION

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $992,762

Other Revenue $0

TOTAL REVENUE $992,762

Expense Breakdown

Grants Paid $1,728,187

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,728,187

Other Expenses $96,309

TOTAL EXPENSES $1,824,496

Year-over-Year Comparison

	2024	2023	Change
Revenue	$992,762	$187,587	+4.3%
Expenses	$1,824,496	$781,099	+1.3%
Net Income	$-831,734	$-593,512	+0.4%

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

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
DOUGLAS G WARD	DIRECTOR & PRESIDENT	1.00	Officer Director	$0	$0	$0
LANETTA S WARD	DIRECTOR & SEC/TREASURER	1.00	Officer Director	$0	$0	$0
STEVE BUTLER	DIRECTOR	1.00	Director	$0	$0	$0
KEN TOWNSEND	DIRECTOR	1.00	Director	$0	$0	$0
DAN KRISTENSEN	DIRECTOR & VICE PRESIDENT	1.00	Officer 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
2025	No data	No data	No data	No data
2024	$992,762	$1,824,496	$12,981,622	$-831,734
2023	$187,587	$781,099	$13,704,516	$-593,512
2022	$-837,628	$352,783	$13,268,697	$-1,190,411
2021	$905,668	$441,739	$15,982,436	$463,929
2020	$-264,761	$491,254	$15,765,246	$-756,015
2019	$422,318	$246,197	$15,180,734	$176,121
2018	$4,977,653	$331,736	$12,980,943	$4,645,917

ZENETH F WARD & LANETTA S WARD FDN