WOODIE WHEATON LAND TRUST C/O JILL WHEATON (EIN 010494342) - 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

1994

Legal Domicile

Principal Officer

JILL WHEATON

Phone

2074483250

Tax Period

2023-01-01 to 2023-12-31

WOODIE WHEATON LAND TRUST C/O JILL WHEATON, founded in 1994, is a small nonprofit in the Environment sector that reported $207K in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $46K, a strong 22% operating margin.

Mission

LAND CONSERVATION

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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 (2023)

Revenue Breakdown

Contributions & Grants $87,401

Program Service Revenue $0

Investment Income $117,315

Other Revenue $2,536

TOTAL REVENUE $207,252

Expense Breakdown

Grants Paid $0

Salaries & Benefits $55,646

Fundraising Expenses $19,571

Program Expenses $102,257

Other Expenses $105,452

TOTAL EXPENSES $161,098

Year-over-Year Comparison

	2023	2022	Change
Revenue	$207,252	$171,308	+0.2%
Expenses	$161,098	$138,883	+0.2%
Net Income	$46,154	$32,425	+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

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
JILL WHEATON	PRESIDENT	4.00	Officer Director	$0	$0	$0
ANNA LEVITSKY	VICE PRESIDE	9.00	Officer Director	$0	$0	$0
SHANE WHEATON	TREASURER	2.00	Officer Director	$0	$0	$0
JEFF KETCHUM	SECRETARY	3.00	Officer Director	$0	$0	$0
DALE WHEATON	BOARD MEMBER	5.00	Director	$0	$0	$0
JAMIE PLUNKETT	BOARD MEMBER	3.00	Director	$0	$0	$0
DANIEL DAGGETT	BOARD MEMBER	2.00	Director	$0	$0	$0
HANNAH FOWLER	BOARD MEMBER	2.00	Director	$0	$0	$0
KEITH MATHERNE	BOARD MEMBER	2.00	Director	$0	$0	$0
JOANNE YESTRAMSKI	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE MARTIN	BOARD MEMBER	4.00	Director	$0	$0	$0
REGGIE SIMONS	BOARD MEMBER	2.00	Director	$0	$0	$0
PAUL BENNY SR	BOARD MEMBER	27.00	Director	$0	$0	$0
WILLIAM HAMILTON	BOARD MEMBER	8.00	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	No data	No data	No data	No data
2023	$207,252	$161,098	$6,235,606	$46,154
2022	$171,308	$138,883	$5,783,055	$32,425
2021	$454,447	$180,934	$6,294,143	$273,513
2020	$697,883	$157,554	$5,785,276	$540,329
2019	$308,765	$160,902	$4,886,098	$147,863
2018	$170,263	$136,816	$4,393,535	$33,447

WOODIE WHEATON LAND TRUST C/O JILL WHEATON