Wing Family of America Inc (EIN 046111749) - 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

1902

Legal Domicile

Principal Officer

Kathryn Diedrich

Phone

5088331540

Tax Period

2023-06-01 to 2024-05-31

Wing Family of America Inc, founded in 1902, is a small nonprofit in the Arts, Culture & Humanities sector that reported $168K in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $82K, a strong 49% operating margin.

Mission

Entity is a genealogical corporation promoting social interactions between members and collects, preserves and maintains historic records and artifacts and operates a museum open to the public. Publish an annual magazine to educate members and public about maintenance of history and genealogical materials.

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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 $159,956

Program Service Revenue $0

Investment Income $5,594

Other Revenue $2,454

TOTAL REVENUE $168,004

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $78,912

Other Expenses $86,054

TOTAL EXPENSES $86,054

Year-over-Year Comparison

	2023	2022	Change
Revenue	$168,004	$141,280	+0.2%
Expenses	$86,054	$99,443	-0.1%
Net Income	$81,950	$41,837	+1.0%

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

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
Lizabeth J Fisher	President	1.00	Officer Director	$0	$0	$0
Melanie Hendrix	Vice President	1.00	Officer Director	$0	$0	$0
Sara Wing	Eastern District Coordinat	1.00	Officer Director	$0	$0	$0
Joyce Schlim	Western District Coordinat	1.00	Officer Director	$0	$0	$0
Barbara Brann-Weir	Recording Secretary	1.00	Officer Director	$0	$0	$0
Paula Wing	Corresponding Secretary	1.00	Officer Director	$0	$0	$0
Kathryn Diedrich	Treasurer	1.00	Officer Director	$0	$0	$0
Sharon Ahearn	Historian	1.00	Officer Director	$0	$0	$0
Elizabeth Fulford	Owl Editor	1.00	Officer Director	$0	$0	$0
Lois Wing Smith	Assitant Owl Editor	1.00	Officer Director	$0	$0	$0
Larry E Wing	Finance Officer	1.00	Officer Director	$0	$0	$0
Ginger Schmidt	Assistant Corresponding Se	1.00	Officer Director	$0	$0	$0
Kim Bachelder	Assistant Treasurer	1.00	Officer Director	$0	$0	$0
William Imes	Assistant Historian	1.00	Officer Director	$0	$0	$0
Mark Wing	Genealogist	1.00	Officer Director	$0	$0	$0
Christina Shipps	Curator	1.00	Officer Director	$0	$0	$0
Victoria Grasela	Webmaster	1.00	Officer Director	$0	$0	$0
Brad Wing	District One Representativ	1.00	Officer Director	$0	$0	$0
Dr James A Wing	District Two Representativ	1.00	Officer Director	$0	$0	$0
Terry Wing	District Three Representat	1.00	Officer Director	$0	$0	$0
Adam Hendrix	District Four Representati	1.00	Officer Director	$0	$0	$0
Cathy C Kusnier	District Five Representati	1.00	Officer Director	$0	$0	$0
George V Wing	District Six Representativ	1.00	Officer Director	$0	$0	$0
Karol Simari	District Seven Representat	1.00	Officer Director	$0	$0	$0
Gary Wing	District Eight Representat	1.00	Officer Director	$0	$0	$0
Robert Barton Wing	District Nine Representati	1.00	Officer Director	$0	$0	$0
John Schlim	District Ten Representativ	1.00	Officer Director	$0	$0	$0
Thomas Wing	District Eleven Representative	1.00	Officer Director	$0	$0	$0
Jeanne Arana	District Twelve Representa	1.00	Officer Director	$0	$0	$0
Cynthia Doherty	District Thirteen Represen	1.00	Officer Director	$0	$0	$0
Kenneth Keeler	District Fourteen Represen	1.00	Officer Director	$0	$0	$0
Doug Cutchin	Immediate Past President	1.00		$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	$168,004	$86,054	$951,503	$81,950
2023	$141,280	$99,443	$859,346	$41,837
2022	$98,100	$62,965	$822,232	$35,135
2021	$82,591	$45,508	$790,217	$37,083
2020	$195,728	$57,646	$729,084	$138,082
2019	$48,694	$52,743	$753,150	$-4,049

Wing Family of America Inc