The Williamsburg Institute (EIN 931594134) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2023

Legal Domicile

Tax Period

2024-01-01 to 2024-12-31

The Williamsburg Institute, founded in 2023, is a small nonprofit in the Human Services sector that reported $100K in total revenue in fiscal year 2023. The organization ran a surplus of $22K, a strong 22% operating margin.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $400,000

Program Service Revenue $19,425

Investment Income $0

Other Revenue $0

TOTAL REVENUE $419,425

Expense Breakdown

Grants Paid $0

Salaries & Benefits $208,000

Fundraising Expenses $20,850

Program Expenses $189,920

Other Expenses $35,888

TOTAL EXPENSES $243,888

Year-over-Year Comparison

	2024	2023	Change
Revenue	$419,425	$100,000	+3.2%
Expenses	$243,888	$78,067	+2.1%
Net Income	$175,537	$21,933	+7.0%

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

$208,000

Total Directors

$208,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Christopher Caracci	CEO	40.00	Officer Director	$208,000	$0	$208,000
Peggy Agouris	Director	1.00	Director	$0	$0	$0
Kendrick Ashton	Director	1.00	Director	$0	$0	$0
Jeff Trammell	Director	1.00	Director	$0	$0	$0
Pamela Penny	Director	0.00	Director	$0	$0	$0
Mike Todd	Director	1.00	Director	$0	$0	$0
Cliff Fleet	Director	1.00	Director	$0	$0	$0
Carly Florina	Board Chair	2.00	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
2024	$419,425	$243,888	$197,470	$175,537
2023	$100,000	$78,067	$21,933	$21,933

The Williamsburg Institute