WEST WYNDE RETIREMENT COMMUNITY C/O STEWART PROPERTY MANAGEMENT (EIN 223509947) - 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

1997

Legal Domicile

Principal Officer

ORGANIZATION

Phone

6036412163

Tax Period

2024-01-01 to 2024-12-31

WEST WYNDE RETIREMENT COMMUNITY C/O STEWART PROPERTY MANAGEMENT, founded in 1997, is a micro nonprofit that reported $263K in total revenue in fiscal year 2024. Revenue fell 251% from the prior year — a significant decline worth monitoring.

Mission

PROVIDE LOW-INCOME HOUSING

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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 $175,612

Program Service Revenue $61,527

Investment Income $-499,926

Other Revenue $0

TOTAL REVENUE $-262,787

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $161,368

Other Expenses $161,368

TOTAL EXPENSES $161,368

Year-over-Year Comparison

	2024	2023	Change
Revenue	$-262,787	$173,533	-2.5%
Expenses	$161,368	$185,542	-0.1%
Net Income	$-424,155	$-12,009	+34.3%

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

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
BARBARA PALMER	DIRECTOR	5.00	Director	$0	$0	$0
DOROTHY SIMPSON	DIRECTOR	5.00	Director	$0	$0	$0
MARY WHITING	DIRECTOR	5.00	Director	$0	$0	$0
RUSSELL WAKEFIELD	CHAIRPERSON	5.00	Officer	$0	$0	$0
CAROL ANN DREYER	TREASURER	5.00	Officer	$0	$0	$0
BARBARA KOHLER	SECRETARY	5.00	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	$-262,787	$161,368	No data	$-424,155
2023	$173,533	$185,542	$551,985	$-12,009
2022	$155,032	$172,594	$567,091	$-17,562
2021	$146,832	$163,014	$582,928	$-16,182
2020	$145,928	$155,771	$599,369	$-9,843
2019	$142,803	$164,884	$606,867	$-22,081
2018	$138,706	$138,187	$625,616	$519

WEST WYNDE RETIREMENT COMMUNITY C/O STEWART PROPERTY MANAGEMENT