WILLIAMSBURG HARMONY HILL ASSOC (EIN 270025094) - 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

2003

Legal Domicile

Principal Officer

JULIA HESS

Phone

5137240245

Tax Period

2025-01-01 to 2025-12-31

WILLIAMSBURG HARMONY HILL ASSOC, founded in 2003, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $52K in total revenue in fiscal year 2025. Revenue fell 36% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $10K, a strong 20% operating margin.

Mission

100 PER CENT VOLUNTEER NATIONAL REGISTER IN 2008 MUSEUM OPEN AND ON DISPLAY WHEN EVENTS IN PROGRESS OPEN FOR THE EDUCATION AND HISTORICAL SIGNIFICANCE FOR ALL CITIZENS

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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 $29,370

Program Service Revenue $15,681

Investment Income $6,603

Other Revenue $0

TOTAL REVENUE $51,654

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $41,337

Other Expenses $41,337

TOTAL EXPENSES $41,337

Year-over-Year Comparison

	2025	2024	Change
Revenue	$51,654	$81,300	-0.4%
Expenses	$41,337	$41,714	0.0%
Net Income	$10,317	$39,586	-0.7%

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
BETH A BARTH	TREASURER	N/A	Officer	$0	$0	$0
JULIA HESS	PRESIDENT	N/A	Officer	$0	$0	$0
IZELLA	SECRETARY	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
2025	$51,654	$41,337	$465,787	$10,317
2024	$81,300	$41,714	$455,470	$39,586
2023	$69,221	$32,517	$415,884	$36,704
2022	$22,294	$18,864	$380,155	$3,430
2021	$73,294	$25,672	$391,114	$47,622
2020	$54,539	$26,026	$328,640	$28,513
2019	$31,669	$26,311	$300,127	$5,358
2018	$22,758	$14,357	$294,769	$8,401

WILLIAMSBURG HARMONY HILL ASSOC