THE WILLOWDALE STEEPLECHASE INC (EIN 232718185) - 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

1990

Legal Domicile

Principal Officer

WB DIXON STROUD

Phone

6104441582

Tax Period

2024-12-01 to 2025-11-30

THE WILLOWDALE STEEPLECHASE INC, founded in 1990, is a small nonprofit that reported $431K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $387K left a modest 10% surplus.

Mission

THE ORGANIZATION HOSTS A WORLD-CLASS STEEPLECHASE EVENT TO RAISE FUNDS FOR THEIR BENEFITING CHARITIES. THE EVENT SHOWCASES THE IMPORTANT ROLE OF PRESERVING AGRICULTURE, OPEN SPACE AND HOW STEWARDSHIP OF OUR NATURAL RESOURCES BENEFITS THE COMMUNITY.

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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 $3,826

Program Service Revenue $398,212

Investment Income $5,202

Other Revenue $23,468

TOTAL REVENUE $430,708

Expense Breakdown

Grants Paid $48,050

Salaries & Benefits $66,807

Fundraising Expenses $0

Program Expenses $374,828

Other Expenses $272,070

TOTAL EXPENSES $386,927

Year-over-Year Comparison

	2024	2023	Change
Revenue	$430,708	$370,386	+0.2%
Expenses	$386,927	$357,737	+0.1%
Net Income	$43,781	$12,649	+2.5%

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

Employees

Volunteers

200

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
WB DIXON STROUD	PRESIDENT	5.00	Officer Director	$0	$0	$0
BERNARD SWEENEY	BOARD MEMBER	1.00	Director	$0	$0	$0
JACOB CHALFIN	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHERINE STROUD BUCKLIN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
VICKI VINTON KING	BOARD MEMBER	1.00	Director	$0	$0	$0
WILLIAM H LUNGER	BOARD MEMBER	1.00	Director	$0	$0	$0
MATT FETICK	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIAN MURRAY	TREASURER	1.00	Director	$0	$0	$0
KATHERINE NEILSON	BOARD MEMBER	1.00	Director	$0	$0	$0
DEAN RICHARDSON	BOARD MEMBER	1.00	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	$430,708	$386,927	$361,633	$43,781
2024	$370,386	$357,737	$293,295	$12,649
2023	$418,108	$348,751	$247,459	$69,357
2022	$412,226	$373,509	$167,018	$38,717
2021	$331,589	$325,905	$189,250	$5,684
2020	$183,852	$157,625	$231,157	$26,227
2019	$344,203	$351,208	$141,485	$-7,005
2018	$399,131	$369,226	$140,250	$29,905

THE WILLOWDALE STEEPLECHASE INC