WESTMINSTER VILLAGE RESIDENTS' TRUST UA (EIN 356578525) - 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

2011

Legal Domicile

Phone

8122445179

Tax Period

2024-01-01 to 2024-12-31

WESTMINSTER VILLAGE RESIDENTS' TRUST UA, founded in 2011, is a small nonprofit in the Housing & Shelter sector that reported $138K in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $239K exceeded revenue, resulting in a 73% operating deficit.

Mission

Maintain funds to be used for the benefit of Westminster Village, a nonprofit corporation in Terre Haute, IN.

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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 $112,140

Program Service Revenue $0

Investment Income $25,796

Other Revenue $0

TOTAL REVENUE $137,936

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,023

Fundraising Expenses $0

Program Expenses $239,164

Other Expenses $238,141

TOTAL EXPENSES $239,164

Year-over-Year Comparison

	2024	2023	Change
Revenue	$137,936	$109,521	+0.3%
Expenses	$239,164	$109,623	+1.2%
Net Income	$-101,228	$-102	+991.4%

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
David Friedrich	At large member	N/A	Director	$0	$0	$0
Colleen Matthews	At large member	N/A	Director	$0	$0	$0
The Hometown Savings Bank	Trustee	N/A		$0	$0	$0
Janet Harmening	President	N/A	Officer	$0	$0	$0
Elizabeth Tuttle	Vice President	N/A	Officer	$0	$0	$0
William Shriner	Treasurer	N/A	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	No data	No data	No data	No data
2024	$137,936	$239,164	$32,624	$-101,228

WESTMINSTER VILLAGE RESIDENTS' TRUST UA