WINTERFEST OF PENSACOLA INC (EIN 201079497) - 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

2004

Legal Domicile

Principal Officer

DENISE DAUGHTRY

Phone

8504350914

Tax Period

2025-01-01 to 2025-12-31

WINTERFEST OF PENSACOLA INC, founded in 2004, is a small nonprofit in the Community Improvement sector that reported $981K in total revenue in fiscal year 2025. Revenue grew 14% year-over-year, indicating healthy expansion.

Mission

PRESERVATION PROMOTION OF HISTORIC DISTRICT WITH SEASONAL TOURS OF DOWNTOWN HISTORIC DISTRICT.

🔒

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 (2025)

Revenue Breakdown

Contributions & Grants $584,297

Program Service Revenue $396,447

Investment Income $650

Other Revenue $0

TOTAL REVENUE $981,394

Expense Breakdown

Grants Paid $2,332

Salaries & Benefits $0

Fundraising Expenses $49,773

Program Expenses $885,146

Other Expenses $981,750

TOTAL EXPENSES $984,082

Year-over-Year Comparison

	2025	2024	Change
Revenue	$981,394	$861,158	+0.1%
Expenses	$984,082	$840,636	+0.2%
Net Income	$-2,688	$20,522	-1.1%

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

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
Denise Daughtry	President/Director	044.00	Officer Director	$0	$0	$0
Jacqueline Young	Vice President/Director	001.00	Officer Director	$0	$0	$0
Lisa Minshew	Secretary/Director	001.00	Officer Director	$0	$0	$0
Josh Davidson	Treasurer/Director	016.00	Officer Director	$0	$0	$0
Judy Galbavy	Director	001.00	Director	$0	$0	$0
Angelia Byers	Director	008.00	Director	$0	$0	$0
Jewel Canada	Director	001.00	Director	$0	$0	$0
Richard Fillmore	Director	002.00	Director	$0	$0	$0
Malcomb Ballenger	Director	002.00	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	$981,394	$984,082	$342,751	$-2,688
2024	$861,158	$840,636	$306,214	$20,522
2023	$904,151	$892,219	$284,008	$11,932
2023	$904,151	$892,219	$284,008	$11,932
2022	$774,512	$737,019	$262,115	$37,493
2021	$487,867	$410,178	$248,752	$77,689
2020	$232,548	$290,989	$180,325	$-58,441
2018	$593,075	$645,423	$156,671	$-52,348

WINTERFEST OF PENSACOLA INC