THE WILLOWWOOD FOUNDATION

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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

1961

Legal Domicile

Principal Officer

WILLIAM MORAN

Phone

9735434594

Tax Period

2024-01-01 to 2024-12-31

THE WILLOWWOOD FOUNDATION, founded in 1961, is a small nonprofit in the Environment sector that reported $335K in total revenue in fiscal year 2024. Revenue surged 304% from the prior year, signaling strong growth momentum. The organization ran a surplus of $295K, a strong 88% operating margin.

Mission

THE ORGANIZATION WAS ESTABLISHED TO NURTURE AN APPRECIATION FOR AND KNOWLEDGE OF BOTANY, HORTICULTURE AND THE NATURAL WORLD THROUGH ITS SUPPORT OF HORTICULTURE EDUCATION, THE PUBLICATION OF, AND ACCESS TO, LITERATURE RELATING TO PLANT SCIENCE AND THE DEVELOPMENT OF FACILITIES TO PROMOTE, USE, AND ACCESS INFORMATION ABOUT NATIVE AND EXOTIC PLANTS, AND UPHOLDING THE LEGACY OF THE TUBBS BROTHERS AND DR. BENJAMIN BLACKBURN.

Program Service Accomplishments

Program 1

Expenses: $39,718

HORTICULTURAL ACTIVITIES

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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 $26,665

Program Service Revenue $0

Investment Income $308,442

Other Revenue $-9

TOTAL REVENUE $335,098

Expense Breakdown

Grants Paid $5,241

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $39,718

Other Expenses $34,471

TOTAL EXPENSES $39,712

Year-over-Year Comparison

	2024	2023	Change
Revenue	$335,098	$82,884	+3.0%
Expenses	$39,712	$66,030	-0.4%
Net Income	$295,386	$16,854	+16.5%

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

N/A

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
KRISTEN PETERSON	PRESIDENT	5.00	Officer Director	$0	$0	$0
ALICE CUTLER	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
SUZANN MURPHY	SECRETARY	5.00	Officer Director	$0	$0	$0
WILLIAM MORAN	TREASURER	5.00	Officer Director	$0	$0	$0
DAVID HELMER	TRUSTEE	0.00	Director	$0	$0	$0
ANNE PETERSON	TRUSTEE	0.00	Director	$0	$0	$0
LESLIE ALLAIN	TRUSTEE	0.00	Director	$0	$0	$0
BRACE KRAG	TRUSTEE	0.00	Director	$0	$0	$0
HEATHER EMELANDER	TRUSTEE	0.00	Director	$0	$0	$0
OLGA CHRISTIE	TRUSTEE	0.00	Director	$0	$0	$0
MERYL CARMEL	TRUSTEE	0.00	Director	$0	$0	$0
ELLIE MCLEAN	TRUSTEE	0.00	Director	$0	$0	$0
JANE PUTNAM	TRUSTEE	0.00	Director	$0	$0	$0
MAGGIE RAPP	TRUSTEE	0.00	Director	$0	$0	$0
KIMBERLY DECRISTOFARO	TRUSTEE	0.00	Director	$0	$0	$0
STUART LASSER	TRUSTEE	0.00	Director	$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	No data	No data	No data	No data
2024	$335,098	$39,712	$2,015,137	$295,386
2023	$82,884	$66,030	$1,827,489	$16,854
2022	$72,236	$49,245	$1,645,535	$22,991
2021	$215,376	$35,637	$1,937,283	$179,739
2020	$75,256	$45,951	$1,714,456	$29,305
2019	$99,104	$70,647	$1,602,239	$28,457
2018	$92,544	$80,795	$1,388,164	$11,749