WOOLMAN HILL INC (EIN 042197159) - 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

1954

Legal Domicile

Principal Officer

MARGARET COOLEY

Phone

4137743431

Tax Period

2022-10-01 to 2023-09-30

WOOLMAN HILL INC, founded in 1954, is a small nonprofit in the Religion sector that reported $342K in total revenue in fiscal year 2022. Revenue decreased 10% compared to the prior year. The organization ran a surplus of $88K, a strong 26% operating margin.

Mission

TO FOSTER, DEVELOP AND STRENGTHEN THE TESTIMONIES OF THE RELIGIOUS SOCIETY OF FRIENDS BY SECURING AND MAINTAINING SUITABLE PREMISES FOR HOLDING MEETINGS OF WORSHIP, MEDITATION AND STUDY, RETREATS, CONFERENCES, SEMINARS AND OTHER RELIGIOUS AND EDUCATIONAL ACTIVITIES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $131,194

Program Service Revenue $209,052

Investment Income $776

Other Revenue $1,303

TOTAL REVENUE $342,325

Expense Breakdown

Grants Paid $0

Salaries & Benefits $96,397

Fundraising Expenses $12,882

Program Expenses $168,703

Other Expenses $154,810

TOTAL EXPENSES $254,255

Year-over-Year Comparison

	2022	2021	Change
Revenue	$342,325	$378,262	-0.1%
Expenses	$254,255	$200,806	+0.3%
Net Income	$88,070	$177,456	-0.5%

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

$50,036

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVE BITTNER	DIRECTOR	1.00	Director	$0	$0	$0
WAYNE BOULTON	DIRECTOR	1.00	Director	$0	$0	$0
ROXANN CALLENDER	DIRECTOR	1.00	Director	$0	$0	$0
JAMES GOLDEN	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD LINDO	DIRECTOR	1.00	Director	$0	$0	$0
ED MAIR	DIRECTOR	1.00	Director	$0	$0	$0
PAULA ROSSVALL	DIRECTOR	1.00	Director	$0	$0	$0
AARON SAKULICH	DIRECTOR	1.00	Director	$0	$0	$0
BEN TOUSLEY	DIRECTOR	1.00	Director	$0	$0	$0
TAMMY FORNER	PRESIDENT	2.00	Officer Director	$0	$0	$0
PALMA VACCARO	TREASURER	2.00	Officer Director	$0	$0	$0
HEIDI BABB	SECRETARY	2.00	Officer Director	$0	$0	$0
MARGARET COOLEY	EXECUTIVE DIRECTOR	35.00	Officer	$50,036	$0	$50,036

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
2023	$342,325	$254,255	$1,908,617	$88,070
2022	$378,262	$200,806	$1,825,400	$177,456
2021	$653,175	$175,174	$1,641,290	$478,001
2020	$321,181	$256,291	$1,180,533	$64,890
2019	$771,908	$227,894	$1,087,260	$544,014
2018	$220,522	$202,582	$537,409	$17,940

WOOLMAN HILL INC