FRIENDS OF HISTORIC DOWNTOWN WEST BRANCH (EIN 203304311) - 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

2005

Legal Domicile

Principal Officer

CAROLYN ANDERSON

Tax Period

2024-01-01 to 2024-12-31

FRIENDS OF HISTORIC DOWNTOWN WEST BRANCH, founded in 2005, is a small nonprofit in the Community Improvement sector that reported $131K in total revenue in fiscal year 2024. The organization ran a surplus of $31K, a strong 24% operating margin.

Mission

SUPPORTING, PROMOTING AND PRESERVING HISTORIC DOWNTOWN WEST BRANCH.

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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 (2024)

Revenue Breakdown

Contributions & Grants $72,535

Program Service Revenue $4,383

Investment Income $3,939

Other Revenue $50,435

TOTAL REVENUE $131,292

Expense Breakdown

Grants Paid $0

Salaries & Benefits $87,622

Fundraising Expenses $0

Program Expenses $100,227

Other Expenses $12,605

TOTAL EXPENSES $100,227

Year-over-Year Comparison

	2024	2023	Change
Revenue	$131,292	N/A	N/A
Expenses	$100,227	N/A	N/A
Net Income	$31,065	N/A	N/A

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	$57,903	$0	$57,903
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
2024	$131,292	$100,227	$219,697	$31,065
2023	$214,612	$201,655	$188,632	$12,957

FRIENDS OF HISTORIC DOWNTOWN WEST BRANCH