WILLOWVIEW INC (EIN 352129471) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

DAN MCNEELY

Phone

8123143420

Tax Period

2024-07-01 to 2025-06-30

WILLOWVIEW INC, founded in 2002, is a micro nonprofit in the Housing & Shelter sector that reported $76K in total revenue in fiscal year 2024. Expenses of $118K exceeded revenue, resulting in a 54% operating deficit.

Mission

WILLOWVIEW, INC. WAS ORGANIZED TO CONSTRUCT, OWN AND OPERATE A 15 UNIT APARTMENT COMMUNITY IN MADISON, INDIANA, KNOWN AS WILLOWVIEW APARTMENTS, PURSUANT TO SECTION 811 OF THE NATIONAL AFFORDABLE HOUSING ACT, AS AMENDED. THE CORPORATION HAS ENTERED INTO THE STANDARD FHA REGULATORY AGREEMENTS GOVERNING THE OPERATION OF THE PROJECT WITH THE FEDERAL HOUSING ADMINISTRATION SECTION OF HUD.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $26,298

Program Service Revenue $49,339

Investment Income $8

Other Revenue $727

TOTAL REVENUE $76,372

Expense Breakdown

Grants Paid $0

Salaries & Benefits $19,715

Fundraising Expenses $0

Program Expenses $68,090

Other Expenses $97,974

TOTAL EXPENSES $117,689

Year-over-Year Comparison

	2024	2023	Change
Revenue	$76,372	$76,927	0.0%
Expenses	$117,689	$143,315	-0.2%
Net Income	$-41,317	$-66,388	-0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
GEOFF MCKIM	DIRECTOR	0.50	Director	$0	$0	$0
STEPHANIE LAFONTAINE	DIRECTOR	0.50	Director	$0	$0	$0
STEPHANIE ESTELL	DIRECTOR	0.50	Director	$0	$0	$0
BRIT VINCENT	DIRECTOR	0.50	Director	$0	$0	$0
JAMES FRIES	DIRECTOR	0.50	Director	$0	$0	$0
DAN MCNEELY	VICE PRESIDENT	0.50	Officer	$0	$0	$0
SHANNON ALLMAN	PRESIDENT	0.50	Officer	$0	$0	$0
SUZANNE KOESEL	SECRETARY/TREAS	0.50	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	$76,372	$117,689	$534,256	$-41,317
2024	No data	No data	No data	No data
2023	$79,499	$101,759	$631,612	$-22,260
2022	$78,709	$95,797	$641,319	$-17,088
2021	$78,847	$91,371	$648,977	$-12,524
2020	$77,520	$90,697	$649,150	$-13,177
2019	$77,292	$97,976	$664,646	$-20,684

WILLOWVIEW INC