WIB INC DBA Chautauqua Works (EIN 161589572) - 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

2000

Legal Domicile

Principal Officer

Kathleen Geise Executive Director

Phone

7166619324

Tax Period

2024-07-01 to 2025-06-30

WIB INC DBA Chautauqua Works, founded in 2000, is a community nonprofit in the Employment sector that reported $3.6M in total revenue in fiscal year 2024. Revenue surged 40% from the prior year, signaling strong growth momentum. Expenses of $3.4M left a modest 6% surplus.

Mission

To provide oversight, administer, monitor, and provide guidance for the Chautauqua County, NY workforce development system to ensure that skilled workers are available to local employers.

🔒

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 $3,522,580

Program Service Revenue $0

Investment Income $839

Other Revenue $123,151

TOTAL REVENUE $3,646,570

Expense Breakdown

Grants Paid $0

Salaries & Benefits $780,831

Fundraising Expenses $0

Program Expenses $3,317,602

Other Expenses $2,643,959

TOTAL EXPENSES $3,424,790

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,646,570	$2,606,431	+0.4%
Expenses	$3,424,790	$2,606,322	+0.3%
Net Income	$221,780	$109	+2033.7%

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

229

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
Kathleen Geise	Executive Director	40.00		$113,215	$3,396	$116,611
Cheryl Lawson MBA	CFO	37.50		$85,249	$2,557	$87,806
Amber Blashak	Director	1.00	Director	$0	$0	$0
Marie Carrubba Esq	Director	1.00	Director	$0	$0	$0
Michelle Jones	Treasurer	1.00	Officer Director	$0	$0	$0
Kent Joesel	Director	1.00	Director	$0	$0	$0
Rich Dixon	Director	1.00	Director	$0	$0	$0
Angel Garcia	Director	1.00	Director	$0	$0	$0
Daniel Heitzenrater	Director	1.00	Director	$0	$0	$0
Candace Pacitti	Director	1.00	Director	$0	$0	$0
Frank McAndrew	Director	1.00	Director	$0	$0	$0
Michael Pease	Vice Chair	1.00	Officer Director	$0	$0	$0
David Pihl	Director	1.00	Director	$0	$0	$0
Christine Emmick	Secretary	1.00	Officer Director	$0	$0	$0
Heather Brown	Director	1.00	Director	$0	$0	$0
Grant Umberger	Director	1.00	Director	$0	$0	$0
Richard Ryan	Director	1.00	Director	$0	$0	$0
Dan Smith	Director	1.00	Director	$0	$0	$0
Paul Stage CFP	Chair	1.00	Officer Director	$0	$0	$0
John Healy	Director	1.00	Director	$0	$0	$0
Vincent Trippi	Director	1.00	Director	$0	$0	$0
Heather Turner	Director	1.00	Director	$0	$0	$0
Todd Tranum	Director	1.00	Director	$0	$0	$0
Christina Lyon	Director	1.00	Director	$0	$0	$0
William Smock	Director	1.00	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	$3,646,570	$3,424,790	$1,004,280	$221,780
2024	$2,606,431	$2,606,322	$893,899	$109
2023	$2,123,351	$2,116,677	$1,037,724	$6,674
2022	$2,191,040	$2,201,021	$618,070	$-9,981
2021	$2,213,144	$2,187,833	$560,620	$25,311
2020	$2,290,133	$2,280,666	$529,031	$9,467
2019	$2,236,633	$2,224,380	$559,110	$12,253

WIB INC DBA Chautauqua Works