WINTERBERRY PARENT GUILD

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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

Oona Martin

Phone

9077420139

Tax Period

2018-07-01 to 2019-06-30

WINTERBERRY PARENT GUILD, founded in 2005, is a micro nonprofit in the Education sector that reported $45K in total revenue in fiscal year 2018. Revenue fell 89% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $11K, a strong 23% operating margin.

Mission

Support the Winterberry Charter School and its teachers for the betterment of the children attending the school

Program Service Accomplishments

Program 1

Expenses: $21,967 Revenue: $0

Raise funds to enable to support teachers in pursuit of waldorf training so that they may provide a waldorf-inspired curriculum to the students.

Program 2

Expenses: $6,821 Revenue: $0

Put on community building events.

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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 (2018)

Revenue Breakdown

Contributions & Grants $45,192

Program Service Revenue $0

Investment Income $33

Other Revenue $0

TOTAL REVENUE $45,225

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $430

Program Expenses $28,788

Other Expenses $34,688

TOTAL EXPENSES $34,688

Year-over-Year Comparison

	2018	2017	Change
Revenue	$45,225	$419,475	-0.9%
Expenses	$34,688	$461,813	-0.9%
Net Income	$10,537	$-42,338	-1.2%

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

N/A

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
Kelsey Budzak	Kindegarten Rep	1	Director	$0	$0	$0
Aubree Wattenbarger	First Grade Rep	1	Director	$0	$0	$0
Brian Preble	Second Grade Rep	1	Director	$0	$0	$0
Crystal Reeves	Third Grade Rep	1	Director	$0	$0	$0
Kira Rafuse	Fourth Grade Rep	1	Director	$0	$0	$0
Carrie Harris	Fifth Grade Rep	1	Director	$0	$0	$0
Kylara Hollingsworth	Sixth Grade Rep	1	Director	$0	$0	$0
Carl Battreall	Seventh Grade Rep	1	Director	$0	$0	$0
Michael Shepard	Eighth Grade Rep	1	Director	$0	$0	$0
Julianne Andrews	Hybrid program rep	1	Director	$0	$0	$0
Lorrie Miner	Faculty Rep	1	Director	$0	$0	$0
Jessica Gardner	Fundraising Mentor	1	Officer	$0	$0	$0
Barbara Amy	Treasurer	1	Officer	$0	$0	$0
Kelly DuFort	Secretary	1	Officer	$0	$0	$0
Julie Calcote	Vice President	1	Officer	$0	$0	$0
Oona Martin	President	2.00	Officer	$0	$0	$0
Jessie Menkens	WPG/WCC Liason	1	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
2019	$45,225	$34,688	$66,031	$10,537