FRIENDS OF HISTORIC DOWNTOWN WEST … - Form 990 Financial Data

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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

2005

Legal Domicile

Principal Officer

CAROLYN ANDERSON

Tax Period

2025-01-01 to 2025-12-31

FRIENDS OF HISTORIC DOWNTOWN WEST BRANCH, founded in 2005, is a small nonprofit in the Community Improvement sector that reported $238K in total revenue in fiscal year 2025. Revenue surged 81% from the prior year, signaling strong growth momentum. The organization ran a surplus of $49K, a strong 21% operating margin.

Mission

SUPPORTING, PROMOTING AND PRESERVING HISTORIC DOWNTOWN WEST BRANCH.

Program Service Accomplishments

Program 1

Expenses: $189,130 Revenue: $238,207

MAINTAIN OFFICE IN DOWNTOWN WEST BRANCH WITH PAID DIRECTOR TO COORDINATE OVER 50 VOLUNTEERS. PROMOTED SUMMER CONCERTS, FARMERS MARKETS, AND SEVERAL RECURRING FESTIVALS AND EVENTS DURING THE YEAR.

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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 $209,068

Program Service Revenue $6,720

Investment Income $5,276

Other Revenue $17,143

TOTAL REVENUE $238,207

Expense Breakdown

Grants Paid $0

Salaries & Benefits $83,740

Fundraising Expenses $0

Program Expenses $189,130

Other Expenses $105,390

TOTAL EXPENSES $189,130

Year-over-Year Comparison

	2025	2024	Change
Revenue	$238,207	$131,292	+0.8%
Expenses	$189,130	$100,227	+0.9%
Net Income	$49,077	$31,065	+0.6%

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

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
JESSI SIMON	EXEC DIRECTOR	040.00	Highest	$61,496	$0	$61,496
JOHN FULLER	DIRECTOR	002.00	Director	$0	$0	$0
JENNIFER WALKER	DIRECTOR	002.00	Director	$0	$0	$0
SCOTT THOMA	DIRECTOR	002.00	Director	$0	$0	$0
ADRIENNE HOWARD	DIRECTOR	002.00	Director	$0	$0	$0
ANNA DIMMER	DIRECTOR	002.00	Director	$0	$0	$0
MADISON CONLEY	DIRECTOR	002.00	Director	$0	$0	$0
MACY KRALL	DIRECTOR	002.00	Director	$0	$0	$0
KIMBERLY BARTEE	DIRECTOR	002.00	Director	$0	$0	$0
CHRIS BUSHMAN	DIRECTOR	002.00	Director	$0	$0	$0
CAROLYN ANDERSON	TREASURER	002.00	Officer	$0	$0	$0
JAY COOPER	VICE PRESIDENT	002.00	Officer	$0	$0	$0
AMANDA BROWN	SECRETARY	002.00	Officer	$0	$0	$0
STACY WATERS	PRESIDENT	006.00	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	$238,207	$189,130	$258,774	$49,077
2024	$131,292	$100,227	$219,697	$31,065
2024	$131,292	$110,227	$209,697	$21,065
2023	$214,612	$201,655	$188,632	$12,957

FRIENDS OF HISTORIC DOWNTOWN WEST BRANCH