WHEELER FRANKSTOWN WATER ASSOCIATION (EIN 237021480) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1966

Legal Domicile

Principal Officer

JENNINE GRAHAM

Phone

6623658750

Tax Period

2023-01-01 to 2023-12-31

WHEELER FRANKSTOWN WATER ASSOCIATION, founded in 1966, is a small nonprofit that reported $683K in total revenue in fiscal year 2023. The organization ran a surplus of $142K, a strong 21% operating margin.

Mission

TO PROVIDE CLEAN AND RELIABLE WATER TO THE MEMBERS OF THE WATER SYSTEM.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $671,727

Investment Income $10,328

Other Revenue $620

TOTAL REVENUE $682,675

Expense Breakdown

Grants Paid $0

Salaries & Benefits $182,167

Fundraising Expenses $0

Program Expenses $508,875

Other Expenses $358,705

TOTAL EXPENSES $540,872

Year-over-Year Comparison

	2023	2022	Change
Revenue	$682,675	$700,559	0.0%
Expenses	$540,872	$626,400	-0.1%
Net Income	$141,803	$74,159	+0.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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
JENNINE GRAHAM	PRESIDENT	2.00	Officer Director	$0	$0	$0
BENNY HERRING	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS MORELAND	SEC/TREASURE	2.00	Officer Director	$0	$0	$0
JD OWENS	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
THOMAS TAYLOR	DIRECTOR	2.00	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
2024	No data	No data	No data	No data
2023	$682,675	$540,872	$3,280,308	$141,803
2022	$700,559	$626,400	$2,775,803	$74,159
2021	$628,864	$571,432	$2,791,162	$57,432
2020	$679,615	$540,682	$2,785,475	$138,933

WHEELER FRANKSTOWN WATER ASSOCIATION