WLVT RE INC (EIN 274185043) - 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

STEPHEN BUDIHAS

Phone

6108674677

Tax Period

2024-07-01 to 2025-06-30

WLVT RE INC, founded in 2010, is a small nonprofit in the Public & Societal Benefit sector that reported $240K in total revenue in fiscal year 2024. Expenses of $371K exceeded revenue, resulting in a 55% operating deficit.

Mission

TO HOLD TITLE TO PROPERTY, COLLECT INCOME AND TURN OVER, LESS EXPENSES, TO RELATED ENTITY.

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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 $0

Program Service Revenue $240,000

Investment Income $0

Other Revenue $0

TOTAL REVENUE $240,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $371,417

Other Expenses $371,417

TOTAL EXPENSES $371,417

Year-over-Year Comparison

	2024	2023	Change
Revenue	$240,000	$240,000	N/A
Expenses	$371,417	$371,567	0.0%
Net Income	$-131,417	$-131,567	0.0%

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

$494,971

Total Directors

$251,635

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIMOTHY FALLON	PRESIDENT/CEO, THRU 6/24	2.00	Officer Director	$0	$30,347	$197,554
ARTHUR TROCCOLI	CFO, THRU 3/24	2.00	Officer Director	$0	$2,017	$54,081
MICHAEL S KLEIM	CHAIR	1.00	Officer Director	$0	$0	$0
LAKS SRINIVASAN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ARUNDHATI KHANWALKAR	SECRETARY	1.00	Officer Director	$0	$0	$0
LUIS CAMPOS	TREASURER	1.00	Officer Director	$0	$0	$0
DAVID WILLARD	DIRECTOR	1.00	Director	$0	$0	$0
TODD DONNELLY	DIRECTOR	1.00	Director	$0	$0	$0
LUCINDALEA B MCARTHY	DIRECTOR	1.00	Director	$0	$0	$0
RICK BUCHER	DIRECTOR	1.00	Director	$0	$0	$0
JOHN HUEMMRICH	DIRECTOR	1.00	Director	$0	$0	$0
JUDGE JOSEPH F LESSON JR	DIRECTOR	1.00	Director	$0	$0	$0
IMTIAZ PATEL	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH TOPPER	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER S WOLFEL EDD	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN YEE	DIRECTOR EMERITUS	1.00	Director	$0	$0	$0
JOHN EUREYECKO	DIRECTOR EMERITUS	1.00	Director	$0	$0	$0
STEPHEN BUDIHAS	VP OPERATIONS	1.00	Officer	$0	$16,518	$126,675
STEPHEN BAHMUELLER	CFO, EFFECTIVE 3-24	1.00	Officer	$0	$16,500	$116,661

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	$240,000	$371,417	$10,703,227	$-131,417
2024	No data	No data	No data	No data
2023	$240,000	$371,356	$10,965,159	$-131,356
2022	$241,250	$371,225	$11,096,515	$-129,975
2021	$240,000	$371,150	$11,227,340	$-131,150
2020	$240,000	$370,850	$11,358,140	$-130,850
2019	$240,000	$370,701	$11,488,990	$-130,701
2018	$21,073,356	$660,115	$11,619,191	$20,413,241

WLVT RE INC