GARRETT WILLIAMSON (EIN 231433892) - 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

1910

Legal Domicile

Principal Officer

CAROL KAPLAN RUARK

Phone

6103537690

Tax Period

2023-01-01 to 2023-12-31

GARRETT WILLIAMSON, founded in 1910, is a community nonprofit that reported $4.5M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $4.3M left a modest 5% surplus.

Mission

TO PROVIDE QUALITY EDUCATIONAL AND RECREATIONAL PROGRAMS FOR THE BENEFIT OF CHILDREN OF FINANCIALLY CHALLENGED FAMILIES AND TO KEEP THE PROPERTY IN A FARM-LIKE ENVIRONMENT.

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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 (2023)

Revenue Breakdown

Contributions & Grants $261,832

Program Service Revenue $3,173,252

Investment Income $401,898

Other Revenue $674,231

TOTAL REVENUE $4,511,213

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,206,847

Fundraising Expenses $161,306

Program Expenses $3,171,292

Other Expenses $1,064,385

TOTAL EXPENSES $4,271,232

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,511,213	$3,910,098	+0.2%
Expenses	$4,271,232	$3,983,907	+0.1%
Net Income	$239,981	$-73,809	-4.3%

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

116

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

$121,794

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAROL KAPLAN RUARK	EXECUTIVE DI	40.00	Officer	$121,794	$0	$121,794
SHERRILL DAVISON	BOARD MEMBER	1.50	Director	$0	$0	$0
CARL HOLDEN	VICE PRESIDE	1.50	Officer Director	$0	$0	$0
TERRI MCCARTHY	SECRETARY	1.50	Officer Director	$0	$0	$0
BETH MOREAU	TREASURER	1.50	Officer Director	$0	$0	$0
ALAIN PLANTE	BOARD MEMBER	1.50	Director	$0	$0	$0
MAUREEN POMEROY	BOARD MEMBER	1.50	Director	$0	$0	$0
KELLY THORNTON	PRESIDENT	1.50	Officer Director	$0	$0	$0
KINNY TRIVEDI	BOARD MEMBER	1.50	Director	$0	$0	$0
MARCIA WILECZEK	BOARD MEMBER	1.50	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
2024	No data	No data	No data	No data
2023	$4,511,213	$4,271,232	$8,465,279	$239,981
2022	$3,910,098	$3,983,907	$7,860,155	$-73,809
2021	$4,996,176	$3,095,144	$8,935,528	$1,901,032

GARRETT WILLIAMSON