WESTERN LANE COMMUNITY FOUNDATION (EIN 237438503) - 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

Legal Domicile

Principal Officer

GAYLE VINCHESI

Phone

5419971274

Tax Period

2024-01-01 to 2024-12-31

WESTERN LANE COMMUNITY FOUNDATION is a community nonprofit that reported $5.0M in total revenue in fiscal year 2024. Revenue surged 41% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.2M, a strong 43% operating margin.

Mission

IMPROVE LIFE IN WESTERN LANE COUNTY

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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 $3,504,631

Program Service Revenue $0

Investment Income $1,523,233

Other Revenue $0

TOTAL REVENUE $5,027,864

Expense Breakdown

Grants Paid $2,805,091

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,854,077

Other Expenses $48,986

TOTAL EXPENSES $2,854,077

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,027,864	$3,568,473	+0.4%
Expenses	$2,854,077	$1,145,320	+1.5%
Net Income	$2,173,787	$2,423,153	-0.1%

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
SANDY KUHLMAN	PAST PRESIDE	N/A	Director	$0	$0	$0
ROBERT ORR	TREASURER	N/A	Director	$0	$0	$0
SALLY WANTZ	SECRETARY	N/A	Director	$0	$0	$0
JIM WATERMAN	PRESIDENT	N/A	Director	$0	$0	$0
JENNA BARTLETT	ADMIN ASSIST	N/A	Officer	$0	$0	$0
DARYL EDWARDS	BOARD MEMBER	N/A	Officer	$0	$0	$0
BETH EVANS	BOARD MEMBER	N/A	Officer	$0	$0	$0
AMY GRAHAM	BOARD MEMBER	N/A	Officer	$0	$0	$0
TIM MOFFETT	BOARD MEMBER	N/A	Officer	$0	$0	$0
LINDA POPPENHEIMER	BOARD MEMBER	N/A	Officer	$0	$0	$0
PAT STEWART	BOARD MEMBER	N/A	Officer	$0	$0	$0
GAYLE VINCHESI	EXECUTIVE DI	N/A	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	$5,027,864	$2,854,077	$15,632,625	$2,173,787
2023	$3,568,473	$1,145,320	$13,458,838	$2,423,153
2022	$798,169	$2,126,637	$11,035,685	$-1,328,468
2021	$3,458,209	$656,641	$12,421,858	$2,801,568
2020	$1,175,886	$417,427	$9,620,057	$758,459
2019	$2,231,242	$455,376	$8,861,982	$1,775,866
2018	$829,503	$393,521	$7,081,270	$435,982

WESTERN LANE COMMUNITY FOUNDATION