WILLOW BRIDGE CHARITIES INC F/K/A LINCOLN CHARITIES INC (EIN 260191366) - 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

2007

Legal Domicile

Principal Officer

CAMILLA HARRIS

Phone

2147403300

Tax Period

2023-01-01 to 2023-12-31

WILLOW BRIDGE CHARITIES INC F/K/A LINCOLN CHARITIES INC, founded in 2007, is a small nonprofit in the Public Safety sector that reported $231K in total revenue in fiscal year 2023. Expenses of $288K exceeded revenue, resulting in a 25% operating deficit.

Mission

HARDSHIP ASSISTANCE PROVIDED TO EMPLOYEES AND FAMILY MEMBERS OF WILLOW BRIDGE PROPERTY COMPANY.

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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 $124,177

Program Service Revenue $0

Investment Income $71,147

Other Revenue $35,760

TOTAL REVENUE $231,084

Expense Breakdown

Grants Paid $265,716

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $288,466

Other Expenses $22,750

TOTAL EXPENSES $288,466

Year-over-Year Comparison

	2023	2022	Change
Revenue	$231,084	$214,947	+0.1%
Expenses	$288,466	$888,192	-0.7%
Net Income	$-57,382	$-673,245	-0.9%

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

280

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	Role	Reportable Comp	Other Comp	Total
CHUCK SHALLAT	DIRECTOR	Director	$0	$0	$0
BRIAN BYRNE	DIRECTOR	Director	$0	$0	$0
JEFF COURTWRIGHT	DIRECTOR	Director	$0	$0	$0
MARK KIRCHMEYER	DIRECTOR	Director	$0	$0	$0
KIM MCCORMICK	VP SECRETARY	Officer	$0	$0	$0
DUNCAN OSBORNE	CEO	Officer	$0	$0	$0
CAMILLA HARRIS	CFO	Officer	$0	$0	$0
ANDY ATALIS	OFFICER	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	$231,084	$288,466	$1,837,984	$-57,382
2022	$214,947	$888,192	$1,893,826	$-673,245
2021	$234,050	$214,644	$2,563,846	$19,406
2020	$260,100	$200,237	$2,544,440	$59,863
2019	$346,420	$176,738	$2,484,577	$169,682
2018	$365,812	$109,845	$2,314,925	$255,967

WILLOW BRIDGE CHARITIES INC F/K/A LINCOLN CHARITIES INC