THE RICHARD HAM AND SAM WOLSBORN FOUNDATION (EIN 931295692) - 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

2004

Legal Domicile

Principal Officer

GEORGE H WALKER

Phone

5038608031

Tax Period

2025-01-01 to 2025-12-31

THE RICHARD HAM AND SAM WOLSBORN FOUNDATION, founded in 2004, is a micro nonprofit in the Education sector that reported $54K in total revenue in fiscal year 2025. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $9K, a strong 17% operating margin.

Mission

RAISE FUNDS FOR SCHOLARSHIPS AND DONATION TO CHARITIES THROUGH AN ANNUAL GOLF TOURNAMENT

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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 (2025)

Revenue Breakdown

Contributions & Grants $39,006

Program Service Revenue $0

Investment Income $16,704

Other Revenue $-1,990

TOTAL REVENUE $53,720

Expense Breakdown

Grants Paid $44,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $44,500

Other Expenses $145

TOTAL EXPENSES $44,645

Year-over-Year Comparison

	2025	2024	Change
Revenue	$53,720	$38,726	+0.4%
Expenses	$44,645	$37,638	+0.2%
Net Income	$9,075	$1,088	+7.3%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIC GUSTAFSON	DIRECTOR	001.00	Director	$0	$0	$0
JOSH ASHLINE	DIRECTOR	001.00	Director	$0	$0	$0
CHUCK WOLSBORN	DIRECTOR	001.00	Director	$0	$0	$0
BECKY SCHMIDT	PRESIDENT	001.00	Officer	$0	$0	$0
BJ ROBSON	VICE PRESIDENT	001.00	Officer	$0	$0	$0
TOM WARD	SECRETARY	001.00	Officer	$0	$0	$0
GEORGE WALKER	TREASURER	005.00	Officer	$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	$53,720	$44,645	$528,565	$9,075

THE RICHARD HAM AND SAM WOLSBORN FOUNDATION