WESTWIND STEWARDSHIP GROUP (EIN 201627314) - 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

2004

Legal Domicile

Principal Officer

ELIZABETH TURNBULL

Phone

5419942383

Tax Period

2023-01-01 to 2023-12-31

WESTWIND STEWARDSHIP GROUP, founded in 2004, is a community nonprofit in the Environment sector that reported $1.7M in total revenue in fiscal year 2023. Net assets of $3.7M represent 25 months of operating reserves.

Mission

THE WESTWIND STEWARDSHIP GROUP INSPIRES PEOPLE TO BE STEWARDS OF THE ENVIRONMENT AND THEIR COMMUNITIES BY CONSERVING WESTWIND'S DIVERSE ECOSYSTEMS IN PERPETUITY AND FOSTERING LIFE-CHANGING EXPERIENCES FOR CHILDREN, FAMILIES, INDIVIDUALS, AND GROUPS.

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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 $380,307

Program Service Revenue $1,300,148

Investment Income $6,325

Other Revenue $60,934

TOTAL REVENUE $1,747,714

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,163,165

Fundraising Expenses $115,358

Program Expenses $1,617,477

Other Expenses $736,108

TOTAL EXPENSES $1,899,273

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,747,714	$1,825,787	0.0%
Expenses	$1,899,273	$1,743,629	+0.1%
Net Income	$-151,559	$82,158	-2.8%

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

Volunteers

100

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

$105,814

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH TURNBULL	PRESIDENT	10.00	Officer Director	$0	$0	$0
MEGAN COGSWELL	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
SARAH AMES	SECRETARY	5.00	Officer Director	$0	$0	$0
NATHAN LEAMY	TREASURER	5.00	Officer Director	$0	$0	$0
IMO TALBERT	STEWARD	1.00	Officer Director	$0	$0	$0
JEN TURNER	STEWARD	1.00	Director	$0	$0	$0
KAREN BELSEY	STEWARD	1.00	Director	$0	$0	$0
SHANNON HODGEN	STEWARD	1.00	Director	$0	$0	$0
CINDY EWERS THRU 723	STEWARD	1.00	Director	$0	$0	$0
KIM TAYLOR	STEWARD	1.00	Director	$0	$0	$0
MATT BERRY THRU 723	STEWARD	1.00	Director	$0	$0	$0
ANDY LINDBERG	EXECUTIVE DIRECTOR	40.00	Officer	$100,558	$5,256	$105,814

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	No data	No data	No data	No data
2023	$1,747,714	$1,899,273	$4,059,093	$-151,559
2022	$1,825,787	$1,743,629	$4,309,502	$82,158
2021	$1,593,206	$1,284,622	$4,189,393	$308,584
2020	$851,045	$943,275	$3,732,338	$-92,230
2019	$1,334,120	$1,418,344	$4,032,313	$-84,224
2018	$1,189,668	$1,269,043	$3,991,405	$-79,375

WESTWIND STEWARDSHIP GROUP