Woodstock Institute (EIN 362907408) - 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

1977

Legal Domicile

Principal Officer

Horacio Mendez

Phone

3123680310

Tax Period

2024-01-01 to 2024-12-31

Woodstock Institute, founded in 1977, is a community nonprofit that reported $3.6M in total revenue in fiscal year 2024. Revenue surged 133% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.8M, a strong 50% operating margin.

Mission

To create a just financial system in which lower-wealth persons and communities and people and communities of color can achieve economic security and community prosperity.

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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 $3,002,104

Program Service Revenue $131,686

Investment Income $18,116

Other Revenue $439,131

TOTAL REVENUE $3,591,037

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,135,641

Fundraising Expenses $252,889

Program Expenses $1,336,205

Other Expenses $664,717

TOTAL EXPENSES $1,800,358

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,591,037	$1,537,944	+1.3%
Expenses	$1,800,358	$1,596,274	+0.1%
Net Income	$1,790,679	$-58,330	-31.7%

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

$378,406

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Audra Wilson	Chair	0.50	Officer Director	$0	$0	$0
Juan Carlos Linares	Vice-Chair	0.50	Officer Director	$0	$0	$0
Manuel Jimenez	Treasurer	0.50	Officer Director	$0	$0	$0
Michael Seng	Secretary	0.50	Officer Director	$0	$0	$0
Domenika Lynch	Board member	0.50	Director	$0	$0	$0
Hinsley Njila	Board member	0.50	Director	$0	$0	$0
Jacqueline Collins	Board member	0.50	Director	$0	$0	$0
Louis Caditz-Peck	Board member	0.50	Director	$0	$0	$0
Sandy Fernandez	Board member	0.50	Director	$0	$0	$0
Darren Easton	Board member	0.50	Director	$0	$0	$0
Tommy FitzGibbon	Board member	0.50	Director	$0	$0	$0
Ravi Aurora	Board member	0.50	Director	$0	$0	$0
Staci Glenn-Short	Board member	0.50	Director	$0	$0	$0
Horacio Mendez	President and CEO	40.00	Officer	$217,266	$36,256	$253,522
Brent Adams	Vice President	40.00	Officer	$107,666	$17,218	$124,884

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	$3,591,037	$1,800,358	$2,886,267	$1,790,679
2023	$1,537,944	$1,596,274	$1,166,153	$-58,330
2022	$1,513,506	$1,438,243	$1,345,374	$75,263
2021	$979,306	$1,110,544	$641,004	$-131,238
2020	$1,076,488	$817,858	$747,258	$258,630
2019	$672,152	$875,212	$467,123	$-203,060
2018	$991,086	$902,339	$651,328	$88,747

Woodstock Institute