Woodstock Community Trust Inc (EIN 030357761) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1997

Legal Domicile

Principal Officer

Jill Davies

Phone

8022913695

Tax Period

2024-01-01 to 2024-12-31

Woodstock Community Trust Inc, founded in 1997, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.3M in total revenue in fiscal year 2024. Expenses of $1.7M exceeded revenue, resulting in a 29% operating deficit.

Mission

Woodstock Community Trust is a non-profit umbrella organization that empowers teams to carry out local projects to improve the quality of life in our community.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,261,276

Program Service Revenue $0

Investment Income $50,659

Other Revenue $-1,373

TOTAL REVENUE $1,310,562

Expense Breakdown

Grants Paid $481,805

Salaries & Benefits $35,982

Fundraising Expenses $9,289

Program Expenses $1,631,448

Other Expenses $1,166,715

TOTAL EXPENSES $1,684,502

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,310,562	$1,306,548	+0.0%
Expenses	$1,684,502	$715,399	+1.4%
Net Income	$-373,940	$591,149	-1.6%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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 Davies	President	7.00	Officer Director	$0	$0	$0
Elizabeth Frascoia	Secretary	1.00	Officer Director	$0	$0	$0
Pamela Mathews	Treasurer	3.00	Officer Director	$0	$0	$0
Wendy Spector	Vice President	1.50	Officer Director	$0	$0	$0
Greg Olmstead	Board member	0.50	Director	$0	$0	$0
Nancy Winter	Board member	0.50	Director	$0	$0	$0
Caitlin McCurn	Board member	0.50		$0	$0	$0
Mariza McKee	Board member	0.50	Director	$0	$0	$0
Emily Friedman	Board member	0.50		$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	$1,310,562	$1,684,502	$1,074,701	$-373,940
2023	$1,306,548	$715,399	$1,473,127	$591,149
2022	$675,965	$254,675	$857,812	$421,290
2021	$359,139	$502,516	$433,614	$-143,377
2020	$847,550	$615,800	$602,832	$231,750
2019	$520,485	$46,258	$522,620	$474,227
2019	$490,056	$186,258	$352,191	$303,798

Woodstock Community Trust Inc