WESTMORELAND CULTURAL TRUST (EIN 251213228) - 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

1989

Legal Domicile

Principal Officer

BENJAMIN LUCZAK

Phone

7248361123

Tax Period

2025-01-01 to 2025-12-31

WESTMORELAND CULTURAL TRUST, founded in 1989, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $9.3M in total revenue in fiscal year 2025. The organization ran a surplus of $1.9M, a strong 21% operating margin.

Mission

WESTMORELAND CULTURAL TRUST IS A CONDUIT FOR COMMUNITIES TO THRIVE. WE DO SO BY WELCOMING BROAD FORMS OF ARTISTIC EXPRESSION, FORGING PURPOSEFUL PARTNERSHIPS, AND PROGRAMMING MEANINGFUL ARTS EDUCATION AND ENGAGEMENT ACTIVITIES.

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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 (2025)

Revenue Breakdown

Contributions & Grants $4,001,739

Program Service Revenue $4,926,470

Investment Income $82,387

Other Revenue $276,979

TOTAL REVENUE $9,287,575

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,994,880

Fundraising Expenses $315,705

Program Expenses $6,372,197

Other Expenses $5,352,088

TOTAL EXPENSES $7,346,968

Year-over-Year Comparison

	2025	2024	Change
Revenue	$9,287,575	$8,670,550	+0.1%
Expenses	$7,346,968	$8,249,038	-0.1%
Net Income	$1,940,607	$421,512	+3.6%

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

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

$208,813

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIM FEDELE	CHAIR	1.00	Officer Director	$0	$0	$0
RAYMOND FOLLADOR	VICE CHAIR	1.00	Officer Director	$0	$0	$0
FELICIA DEVINCENTIS	SECRETARY	1.00	Officer Director	$0	$0	$0
EDWARD DEPASQUALE	TREASURER	1.00	Officer Director	$0	$0	$0
SCOTT E AVOLIO	DIRECTOR	1.00	Director	$0	$0	$0
KEITH BISKUP	DIRECTOR	1.00	Director	$0	$0	$0
GREGGORY BRANDT	DIRECTOR	1.00	Director	$0	$0	$0
IMOGENE CATHEY JD	DIRECTOR	1.00	Director	$0	$0	$0
CARMEN T EISAMAN	DIRECTOR	1.00	Director	$0	$0	$0
SEAN KERTES	DIRECTOR	1.00	Director	$0	$0	$0
A RICHARD KACIN	DIRECTOR	1.00	Director	$0	$0	$0
JEFF SMAIL	DIRECTOR	1.00	Director	$0	$0	$0
DONALD MORCHESKY	DIRECTOR	1.00	Director	$0	$0	$0
T TERRANCE REESE	DIRECTOR	1.00	Director	$0	$0	$0
JANICE DEVINE	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL VESELY	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS WARD MD	DIRECTOR	1.00	Director	$0	$0	$0
DANA MALDET	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN JANSMA	DIRECTOR (UNTIL 10/25)	1.00	Director	$0	$0	$0
ROBERT GREGERSON	DIRECTOR (UNTIL 8/25)	1.00	Director	$0	$0	$0
KEVIN BOCK	DIRECTOR (UNTIL 5/25)	1.00	Director	$0	$0	$0
BENJAMIN J LUCZAK	CEO	40.00	Officer	$197,056	$11,757	$208,813

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	$9,287,575	$7,346,968	$15,655,523	$1,940,607
2024	$8,670,550	$8,249,038	$15,466,128	$421,512
2023	$6,377,295	$6,384,558	$16,021,224	$-7,263
2022	$7,185,966	$6,693,120	$15,371,625	$492,846
2021	$4,446,175	$3,542,334	$17,193,760	$903,841
2020	$2,146,840	$1,954,480	$14,583,491	$192,360

WESTMORELAND CULTURAL TRUST