WOODLAWN FOUNDATION (EIN 940661414) - 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

1914

Legal Domicile

Principal Officer

SUSAN A WEST

Phone

6505898484

Tax Period

2024-01-01 to 2024-12-31

WOODLAWN FOUNDATION, founded in 1914, is a community nonprofit in the Public & Societal Benefit sector that reported $9.4M in total revenue in fiscal year 2024. Revenue surged 539% from the prior year, signaling strong growth momentum. The organization ran a surplus of $7.8M, a strong 83% operating margin.

Mission

CIVIC BETTERMENT & SOCIAL IMPROVEMENTS FOR THE COMMON GOOD & GENERAL WELFARE OF S.F. BAY AREA

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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 $9,337,519

Other Revenue $86,217

TOTAL REVENUE $9,423,736

Expense Breakdown

Grants Paid $1,350,500

Salaries & Benefits $181,400

Fundraising Expenses $0

Program Expenses $1,560,488

Other Expenses $108,720

TOTAL EXPENSES $1,640,620

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,423,736	$1,475,842	+5.4%
Expenses	$1,640,620	$3,355,544	-0.5%
Net Income	$7,783,116	$-1,879,702	-5.1%

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

$181,400

Total Directors

$181,400

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EDWARD R BARNEY	SECRETARY/TREASURER	25.15	Officer Director	$63,800	$0	$63,800
FRANK B BLUM JR	VICE PRESIDENT	12.00	Officer Director	$58,800	$0	$58,800
SUSAN A WEST	PRESIDENT	12.00	Officer Director	$58,800	$0	$58,800

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	$9,423,736	$1,640,620	$54,157,707	$7,783,116
2023	$1,475,842	$3,355,544	$39,701,579	$-1,879,702
2022	$1,142,783	$1,869,460	$34,223,302	$-726,677
2021	$8,457,858	$2,434,611	$47,161,530	$6,023,247
2020	$2,155,753	$1,663,769	$38,214,200	$491,984
2019	$2,287,820	$1,573,087	$33,494,053	$714,733
2018	$2,364,598	$1,553,966	$28,640,951	$810,632

WOODLAWN FOUNDATION