WESTCOTT HOUSE FOUNDATION (EIN 311747111) - 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

2000

Legal Domicile

Principal Officer

MARTA WOJCIK

Phone

9373279291

Tax Period

2024-01-01 to 2024-12-31

WESTCOTT HOUSE FOUNDATION, founded in 2000, is a small nonprofit in the Arts, Culture & Humanities sector that reported $569K in total revenue in fiscal year 2024. Expenses of $766K exceeded revenue, resulting in a 35% operating deficit.

Mission

OUR MISSION IS TO PRESERVE AND INTERPRET THE WESTCOTT HOUSE, PROMOTE HISTORIC PRESERVATION AND INSPIRE CREATIVITY AND INNOVATION THROUGH ARCHITECTURE AND DESIGN EDUCATION.

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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 $360,764

Program Service Revenue $130,413

Investment Income $30,310

Other Revenue $47,595

TOTAL REVENUE $569,082

Expense Breakdown

Grants Paid $0

Salaries & Benefits $273,918

Fundraising Expenses $33,447

Program Expenses $612,356

Other Expenses $491,839

TOTAL EXPENSES $765,757

Year-over-Year Comparison

	2024	2023	Change
Revenue	$569,082	$538,151	+0.1%
Expenses	$765,757	$597,087	+0.3%
Net Income	$-196,675	$-58,936	+2.3%

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

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

$94,747

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN LANDESS	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
TERESA DEMANA	VICE-CHAIR	2.00	Officer Director	$0	$0	$0
KAREN WOEBER	TREASURER & SECRETARY	2.00	Officer Director	$0	$0	$0
NANCY ABERNATHY	TRUSTEE	2.00	Director	$0	$0	$0
MARY CAMPBELL-ZOPF	TRUSTEE	2.00	Director	$0	$0	$0
BOB LOVERSIDGE	TRUSTEE	2.00	Director	$0	$0	$0
JASON PICKART	TRUSTEE	2.00	Director	$0	$0	$0
AFSHAN AHMED	TRUSTEE	2.00	Director	$0	$0	$0
SARAH MACKERT	TRUSTEE	2.00	Director	$0	$0	$0
STEVEN MCCREADY	TRUSTEE	2.00	Director	$0	$0	$0
BETH DIXON	TRUSTEE	2.00	Director	$0	$0	$0
VICKI RULLI	TRUSTEE	2.00	Director	$0	$0	$0
CHRISTOPHER SCHUTTE	TRUSTEE	2.00	Director	$0	$0	$0
JEFFREY TYLER	TRUSTEE	2.00	Director	$0	$0	$0
RUTH M GLESS	TRUSTEE	2.00	Director	$0	$0	$0
RODNEY VEAL	TRUSTEE	2.00	Director	$0	$0	$0
RON ROLLINS	TRUSTEE	2.00	Director	$0	$0	$0
TERRY WELKER	TRUSTEE	2.00	Director	$0	$0	$0
ROBERT KITCHEN	TRUSTEE	2.00	Director	$0	$0	$0
KATHRYN ROGERS	TRUSTEE	2.00	Director	$0	$0	$0
MARTA WOJCIK	EXECUTIVE DIRECTOR	50.00	Officer	$94,747	$0	$94,747

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	$569,082	$765,757	$2,019,263	$-196,675
2023	$538,151	$597,087	$2,136,096	$-58,936
2022	$544,843	$624,771	$2,120,105	$-79,928
2021	$600,007	$591,137	$2,129,026	$8,870
2020	$913,006	$543,355	$2,110,877	$369,651
2019	$649,532	$423,798	$1,986,537	$225,734
2018	$524,209	$368,481	$1,916,817	$155,728

WESTCOTT HOUSE FOUNDATION