WILSON DEMOCRATIC ASSOCIATION (EIN 240762880) - 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

1934

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

WILSON DEMOCRATIC ASSOCIATION, founded in 1934, is a small nonprofit that reported $347K in total revenue in fiscal year 2023.

Mission

SOCIAL CLUB, SERVE FOOD, LIQUOR, HOLD FUNCTIONS FOR THE BENEFIT OF MEMBERS. ORGANIZED TO ASSOCIATE AND GATHER TOGETHER TO MAINTAIN THE CLUBHOUSE TO PROMOTE SOCIAL ENJOYMENT AMONG THE MEMBERS, ENCOURAGEMENT AND DIFFUSION OF DEMOCRATIC PRINCIPLES.

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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 $7,636

Program Service Revenue $286,987

Investment Income $0

Other Revenue $52,620

TOTAL REVENUE $347,243

Expense Breakdown

Grants Paid $0

Salaries & Benefits $91,894

Fundraising Expenses $9,145

Program Expenses $169,459

Other Expenses $289,040

TOTAL EXPENSES $380,934

Year-over-Year Comparison

	2023	2022	Change
Revenue	$347,243	$325,495	+0.1%
Expenses	$380,934	$348,466	+0.1%
Net Income	$-33,691	$-22,971	+0.5%

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

Volunteers

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

$52,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARLA SIEGFRIED	FINANCIAL SECRETARY	40.00	Officer	$31,200	$0	$31,200
BRIAN POFF	STEWARDMANAGER	40.00	Officer	$20,800	$0	$20,800
ANTHONY MONDILLO	DIRECTOR	0.50	Director	$0	$0	$0
WALTER BRUNNER	DIRECTOR	0.50	Director	$0	$0	$0
JOHN HAGER	DIRECTOR	0.50	Director	$0	$0	$0
TRACY MCLEANE	TREASURER	2.00	Director	$0	$0	$0
CHARLES LEHMAN	DIRECTOR	0.50	Director	$0	$0	$0
CINDI LEHMAN	RECORDING SECRETARY	0.50	Officer	$0	$0	$0
JOE SMITH	PRESIDENT	0.50	Officer	$0	$0	$0
JIM FRITCHMAN	VICE PRESIDENT	0.50	Officer	$0	$0	$0
COLLEEN KRESCH	TREASURER	0.50	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	No data	No data	No data	No data
2023	$347,243	$380,934	$51,327	$-33,691
2022	$325,495	$348,466	$75,640	$-22,971
2021	$348,278	$312,962	$98,304	$35,316
2020	$132,789	$162,990	$63,915	$-30,201
2019	$293,695	$281,729	$63,194	$11,966
2018	$254,539	$249,985	$56,617	$4,554

WILSON DEMOCRATIC ASSOCIATION