FRIENDS OF WHITE WATER SHAKER VILLAGE (EIN 043664958) - 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

2002

Legal Domicile

Principal Officer

RICHARD SPENCE

Phone

5137385928

Tax Period

2025-01-01 to 2025-12-31

FRIENDS OF WHITE WATER SHAKER VILLAGE, founded in 2002, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $28K in total revenue in fiscal year 2025. Revenue fell 27% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $11K, a strong 38% operating margin.

Mission

TO PRESERVE, RESTORE, AND OPEN THE SHAKER BUILDINGS AND ADJACENT GROUNDS KNOWN AS THE NORTH FAMILY OF WHITE WATER SHAKER VILLAGE; TO COLLECT AND EXHIBIT ARTIFACTS RELATED TO THE SITE FOR CULTURAL ENRICHMENT TO THE PUBLIC; TO EDUCATE THE PUBLIC ABOUT THIS UNIQUE PART OF OUR NATION'S HERITAGE.

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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 (2025)

Revenue Breakdown

Contributions & Grants $21,166

Program Service Revenue $5,031

Investment Income $0

Other Revenue $1,837

TOTAL REVENUE $28,034

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $17,246

TOTAL EXPENSES $17,246

Year-over-Year Comparison

	2025	2024	Change
Revenue	$28,034	$38,651	-0.3%
Expenses	$17,246	$22,409	-0.2%
Net Income	$10,788	$16,242	-0.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICK W ALLEN	DIRECTOR	5.00	Director	$0	$0	$0
JENNIFER BORNEMANN	DIRECTOR	15.00	Director	$0	$0	$0
D SCOTT HOOVER	DIRECTOR	5.00	Director	$0	$0	$0
RICHARD SPENCE	PRESIDENT	25.00	Officer	$0	$0	$0
BRUCE POYNTER	VICE PRESIDENT	20.00	Officer	$0	$0	$0
LINDA POYNTER	CORRESPONDING SECRETARY	20.00	Officer	$0	$0	$0
KAREN KILGO	CO-RECORDING SECRETARY	10.00	Officer	$0	$0	$0
DAVID KILGO	CO-RECORDING SECRETARY	10.00	Officer	$0	$0	$0
PATRICIA KLUENER	TREASURER	10.00	Officer	$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	$28,034	$17,246	$651,310	$10,788
2024	$38,651	$22,409	$611,474	$16,242
2023	$41,872	$39,130	$571,230	$2,742
2022	$19,463	$11,259	$547,701	$8,204
2021	$26,240	$27,024	$576,765	$-784

FRIENDS OF WHITE WATER SHAKER VILLAGE