WESTCHASE DISTRICT COMMUNITY FUND (EIN 271768251) - 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

2010

Legal Domicile

Principal Officer

LOUIS JULLIEN

Phone

7137809434

Tax Period

2024-01-01 to 2024-12-31

WESTCHASE DISTRICT COMMUNITY FUND, founded in 2010, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $281K in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $254K, a strong 90% operating margin.

Mission

TO ASSIST WESTCHASE DISTRICT WITH ADDITIONAL COMMUNITY NEEDS.

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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 $3,305

Program Service Revenue $127,475

Investment Income $149,887

Other Revenue $0

TOTAL REVENUE $280,667

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $26,701

Other Expenses $26,701

TOTAL EXPENSES $26,701

Year-over-Year Comparison

	2024	2023	Change
Revenue	$280,667	$230,144	+0.2%
Expenses	$26,701	$25,873	+0.0%
Net Income	$253,966	$204,271	+0.2%

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
KIMBERLY CROW	CHAIR	001.75	Officer Director	$0	$0	$0
JOHN DOMBROWKSI	VICE CHAIR	001.25	Officer Director	$0	$0	$0
KEITHA GALLIEN	SECRETARY	001.67	Officer Director	$0	$0	$0
RICKY GONZALEZ	BOARD MEMBER	001.44	Director	$0	$0	$0
DELISHA SIMON	BOARD MEMBER	001.25	Director	$0	$0	$0
LOUIS JULLIEN	TREASURER	001.75	Officer Director	$0	$0	$0
MARIA DE JESUS CARBAJAL	BOARD MEMBER	001.00	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
2024	$280,667	$26,701	$4,443,252	$253,966
2023	$230,144	$25,873	$4,239,286	$204,271
2022	$126,943	$27,496	$4,085,015	$99,447
2021	$1,959,526	$11,181	$4,071,485	$1,948,345
2020	$676,220	$74,458	$668,473	$601,762

WESTCHASE DISTRICT COMMUNITY FUND