WRC North Fork Heights (EIN 251684846) - 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

1992

Legal Domicile

Phone

8148491205

Tax Period

2024-07-01 to 2025-06-30

WRC North Fork Heights, founded in 1992, is a small nonprofit in the Human Services sector that reported $387K in total revenue in fiscal year 2024.

Mission

WRC NORTH FORK HEIGHTS PROVIDES 57 UNITS OF INDEPENDENT LIVING HOUSING FOR LOW INCOME SENIORS JEFFERSON 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 $100

Program Service Revenue $377,204

Investment Income $33

Other Revenue $9,230

TOTAL REVENUE $386,567

Expense Breakdown

Grants Paid $0

Salaries & Benefits $94,378

Fundraising Expenses $0

Program Expenses $342,627

Other Expenses $299,445

TOTAL EXPENSES $393,823

Year-over-Year Comparison

	2024	2023	Change
Revenue	$386,567	$382,563	+0.0%
Expenses	$393,823	$357,217	+0.1%
Net Income	$-7,256	$25,346	-1.3%

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

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

$1,435,487

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Heidi Dennison	Secretary	0.3	Officer Director	$0	$0	$0
Scott Burns	VICE CHAIRMAN	0.3	Officer Director	$0	$0	$0
W Jay Chamberlin	Treasurer	0.3	Officer Director	$0	$0	$0
Bruce Pierson	Chairman	0.3	Director	$0	$0	$0
Cynthia Turnbull	Board Member	0.3	Director	$0	$0	$0
Ed H Richards DMD	Board Member	0.3	Director	$0	$0	$0
Gregory Bauer	Board Member/CBDO	0.3	Director	$0	$57,019	$389,639
Jim Dietrich	Board Member	0.3	Director	$0	$0	$0
John Mester	Board Member	0.3	Director	$0	$0	$0
Julianne Peer	Board Member	0.3	Director	$0	$35,813	$330,632
Mark Norman	Boad Member/COO	0.3	Director	$0	$92,991	$715,216
Matthew Ochs	BOARD MEMBER	0.3	Director	$0	$0	$0
Patty Hurd	BOARD MEMBER	0.3	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	$386,567	$393,823	$625,799	$-7,256
2024	$382,563	$357,217	$613,509	$25,346
2023	$373,223	$370,464	$793,108	$2,759
2022	$368,707	$471,994	$2,796,873	$-103,287
2021	$362,514	$354,568	$607,366	$7,946
2020	$358,542	$402,889	$581,822	$-44,347
2019	$359,513	$462,100	$610,092	$-102,587

WRC North Fork Heights