WILLITS HALLOWELL CENTER INC (EIN 042565823) - 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

1975

Legal Domicile

Principal Officer

Danielle R Holley

Phone

4135383674

Tax Period

2022-07-01 to 2023-06-30

WILLITS HALLOWELL CENTER INC, founded in 1975, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2022. Revenue surged 125% from the prior year, signaling strong growth momentum. Expenses of $2.3M exceeded revenue, resulting in a 35% operating deficit.

Mission

Willits Hallowell Center Inc is a full-service conference and banquet facility for use by Mount Holyoke College faculty, staff, trustees, students and guests, and other organizations whose event is not-for-profit in nature or of educational benefit.

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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 $0

Program Service Revenue $1,650,368

Investment Income $23,685

Other Revenue $0

TOTAL REVENUE $1,674,053

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,419,683

Fundraising Expenses $0

Program Expenses $2,252,763

Other Expenses $833,080

TOTAL EXPENSES $2,252,763

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,674,053	$743,438	+1.3%
Expenses	$2,252,763	$1,372,557	+0.6%
Net Income	$-578,710	$-629,119	-0.1%

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

$802,553

Total Directors

$303,006

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sonya Stephens	Former President	0		$0	$68,982	$867,159
Shannon Gurek	Former Treasurer	0		$0	$49,047	$361,947
Beverly Daniel Tatum	President	1	Officer Director	$0	$24,297	$303,006
Patricia Gallagher	Treasurer	1	Officer	$0	$59,733	$251,589
Bett Schumacher	Clerk	1	Officer	$0	$43,469	$247,958
Lenore Reilly	Former Clerk	0		$0	$24,015	$153,639
Kira Banks	Trustee	0.1	Director	$0	$0	$0
Ashanta Evans Blackwell	Trustee	0.1	Director	$0	$0	$0
Katherine E Collins	Vice Chair - Board of Trustees	0.1	Director	$0	$0	$0
Roberta Cordano	Trustee	0.1	Director	$0	$0	$0
Sally Durdan	Trustee	0.1	Director	$0	$0	$0
Adam Falk	Trustee	0.1	Director	$0	$0	$0
Carrianna K Field	Trustee	0.1	Director	$0	$0	$0
Ellen J Flannery	Trustee	0.10	Director	$0	$0	$0
Mary Hughes	Trustee	0.1	Director	$0	$0	$0
Farah Khan	Trustee	0.1	Director	$0	$0	$0
Monica Landry	Trustee	0.1	Director	$0	$0	$0
Joud Mar'i	Trustee	0.1	Director	$0	$0	$0
KC Maurer	Trustee	0.1	Director	$0	$0	$0
Anne McKenny	Trustee	0.1	Director	$0	$0	$0
Avice Meehan	Trustee	0.10	Director	$0	$0	$0
Lourdes Melgar	Trustee	0.1	Director	$0	$0	$0
Natasha Mohanty	Trustee	0.1	Director	$0	$0	$0
Hallie Nath	Trustee	0.1	Director	$0	$0	$0
Rhynette Northcross Hurd	Vice Chair - Board of Trustees	0.1	Director	$0	$0	$0
Ellen Hyde Pace	Trustee	0.10	Director	$0	$0	$0
Raj Seshadri	Trustee	0.1	Director	$0	$0	$0
Shelley Weiner Sheinkopf	Trustee	0.1	Director	$0	$0	$0
Karena Strella	Chair, Board of Trustees	0.1	Director	$0	$0	$0
Mona Sutphen	Trustee	0.1	Director	$0	$0	$0
Michelle Toh	Trustee	0.1	Director	$0	$0	$0
Louise Wasso	Trustee	0.1	Director	$0	$0	$0
Elizabeth Weatherman	Trustee	0.1	Director	$0	$0	$0
Sarah Wells	Trustee	0.1	Director	$0	$0	$0
Shirley Wilcher	Trustee	0.1	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$1,674,053	$2,252,763	$51,362	$-578,710
2022	$743,438	$1,372,557	$77,291	$-629,119
2021	$222,116	$712,057	$18,038	$-489,941
2020	$1,140,669	$1,633,249	$23,601	$-492,580
2019	$1,878,900	$1,947,823	$34,061	$-68,923
2018	$1,451,635	$1,508,195	$29,690	$-56,560

WILLITS HALLOWELL CENTER INC