WALRUS AND WINE (EIN 992572706) - 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

2024

Legal Domicile

Principal Officer

CHUCK LATHAM

Phone

3036256013

Tax Period

2024-04-02 to 2024-12-31

WALRUS AND WINE, founded in 2024, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $2K in total revenue in fiscal year 2024. Expenses of $71K exceeded revenue, resulting in a 2917% operating deficit.

Mission

OUR VISION IS TO IMPROVE THE LIVES OF YOUNG PEOPLE THROUGH THE GAME OF GOLF AND TO SUPPORT ORGANIZATIONS THAT ENRICH THE LIVES OF INDIVIDUALS WITH INTELLECTUAL DISABILITIES. THE GAME OF GOLF HELPS SHAPE YOUNG PEOPLE BY ESTABLISHING HEALTHY EXERCISE HABITS, BUILDING CHARACTER, DEVELOPING SELF-CONFIDENCE, INTRODUCING YOUNG PEOPLE TO VALUABLE MENTORS AND ESTABLISHING LIFELONG FRIENDS. OUR OTHER GOAL IS TO ENRICH THE LIVES OF INDIVIDUALS WITH INTELLECTUAL DISABILITIES. THESE INDIVIDUALS OFTEN HAVE CHALLENGES WITH INTELLECTUAL AND ADAPTIVE FUNCTIONING AFFECTING THEIR ABILITY TO LIVE INDEPENDENT LIVES. THERE IS A GREAT NEED TO PROVIDE ADULTS WITH INTELLECTUAL DISABILITIES OPTIONS FOR COMMUNITY LIVING AND PARTICIPATION IN MEANINGFUL ACTIVITIES THAT SUPPORT THEIR INTERESTS, ENCOURAGE HEALTHY LIVING AND AN OPPORTUNITY TO DEVELOP FRIENDSHIPS IN A SAFE SETTING.

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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 $196,724

Program Service Revenue $0

Investment Income $0

Other Revenue $-194,371

TOTAL REVENUE $2,353

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $9,191

Other Expenses $70,985

TOTAL EXPENSES $70,985

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,353	N/A	N/A
Expenses	$70,985	N/A	N/A
Net Income	$-68,632	N/A	N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHUCK LATHAM	CHAIRMAN	8.00	Officer Director	$0	$0	$0
CRAIG STADLER	VICE CHAIRMAN	6.00	Officer Director	$0	$0	$0
KARI MOTZ	TREASURER/SECRETARY-OCT '24-CURRENT	6.00	Officer Director	$0	$0	$0
SUZAN DAMRON	TREASURER/SECRETARY-APRIL-OCT '24	6.00	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	$2,353	$70,985	$23,825	$-68,632

WALRUS AND WINE