WILLMORE CITY HERITAGE ASSOCIATION (EIN 330201588) - 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

1981

Legal Domicile

Principal Officer

KATHLEEN IRVINE

Phone

5627554640

Tax Period

2019-06-01 to 2020-05-31

WILLMORE CITY HERITAGE ASSOCIATION, founded in 1981, is a small nonprofit that reported $365K in total revenue in fiscal year 2019. Revenue surged 202% from the prior year, signaling strong growth momentum.

Mission

TO PRESERVE, PROTECT, AND IMPROVE THE PHYSICAL ENVIRONMENT AND QUALITY OF LIFE IN THE WILLMORE CITY/DRAKE PARK NEIGHBORHOOD.

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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 (2019)

Revenue Breakdown

Contributions & Grants $360,121

Program Service Revenue $0

Investment Income $0

Other Revenue $4,867

TOTAL REVENUE $364,988

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $358,462

Other Expenses $368,734

TOTAL EXPENSES $368,734

Year-over-Year Comparison

	2019	2018	Change
Revenue	$364,988	$120,762	+2.0%
Expenses	$368,734	$129,391	+1.8%
Net Income	$-3,746	$-8,629	-0.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LESLIE FIDDLER	DIRECTOR	1.00	Director	$0	$0	$0
JIM DANNO	DIRECTOR	1.00	Director	$0	$0	$0
ISABELLE AVILA	DIRECTOR	1.00	Director	$0	$0	$0
KATHLEEN IRVINE	PRESIDENT	20.00	Officer	$0	$0	$0
HULEAN TYLER	TREASURER	10.00	Officer	$0	$0	$0
ISAAC SALGADO	SECRETARY	1.00	Officer	$0	$0	$0
SHEILA GIBBONS	VICE PRESIDENT	1.00	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
2020	$364,988	$368,734	$48,877	$-3,746

WILLMORE CITY HERITAGE ASSOCIATION