WILLOW BRANCH FOUNDATION INC (EIN 363705735) - 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

1984

Legal Domicile

Principal Officer

LYNN KREITMAN

Tax Period

2024-01-01 to 2024-12-31

WILLOW BRANCH FOUNDATION INC, founded in 1984, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $20K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $22K exceeded revenue, resulting in a 12% operating deficit.

Mission

PORVIDE SUPPORT FOR A PUBLIC FESTIVAL OF EDUCATIONAL ENTERTAINMENT AND DEVELOPMENT OF ARTS, CRAFTS AND DRAMA IN THE COMMUNITY

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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 $19,575

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $19,575

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $22,000

Other Expenses $22,000

TOTAL EXPENSES $22,000

Year-over-Year Comparison

	2024	2023	Change
Revenue	$19,575	$17,387	+0.1%
Expenses	$22,000	$20,000	+0.1%
Net Income	$-2,425	$-2,613	-0.1%

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
JEAN HESS	PUBLICTY	001.00	Director	$0	$0	$0
JOYCE BENBEN	SECRETARY	001.00	Director	$0	$0	$0
JOANIE BURLEIGH	AETS/CRAFTS BOOTHS	002.00	Director	$0	$0	$0
BONNIE SAXTON	PRESIDENT	001.00	Director	$0	$0	$0
NANCY RUSSELL	HOSPITALITY	001.00	Director	$0	$0	$0
ANGELA CLARK	FOOD BOOTHS	001.00	Director	$0	$0	$0
JEAN WALTER	COMMUNITY STAGE	001.00	Director	$0	$0	$0
MEL STRASBURGER	GAZABO	001.00	Director	$0	$0	$0
JANA GORNSEN	GRANTS	001.00	Director	$0	$0	$0
LYNN KREITMAN	TREASURER	001.00	Director	$0	$0	$0
NORMA BURNHAM	VICE PRESIDENT	002.00	Director	$0	$0	$0
NANCY RUSSELL	HOSPITALITY	001.00	Director	$0	$0	$0
CHARLOTTE PUDELKO	ASS SECRETARY	001.00	Director	$0	$0	$0
SHANNON SMITH	PUBLICITY	001.00	Director	$0	$0	$0
JACKIE SIMONSON	YOUTH STAGE	001.00	Director	$0	$0	$0
MERRY WHEELER	GAZABO	001.00	Director	$0	$0	$0
JOANIE BURLEIGH	ARTS AND CRAFTS	001.00	Director	$0	$0	$0
INGRID FAIRHEAD	FOOD BOOTH	001.00	Director	$0	$0	$0
KIM BOSTOCK	ARTS CRAFTS	001.00	Director	$0	$0	$0
RUSSEHELLE DEHNING	YOUTH ACTVITIES	001.00	Director	$0	$0	$0
RICHAE MALARA	ARTS CRAFTS	001.00	Director	$0	$0	$0
NANCY PETERSON	COMMUNITY STAGE	001.00	Director	$0	$0	$0
TRISHA DE WEESE	YOUTH ACTIVITES	001.00	Director	$0	$0	$0
MARISSA SWEENEY	FOOD BOOTHS	001.00	Director	$0	$0	$0
LISA REED	HOSPITALITY	001.00	Director	$0	$0	$0
QUENTIN SWEENEY	FESTIVAL LOGISTICS	001.00	Director	$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
2024	$19,575	$22,000	$18,783	$-2,425
2023	$17,387	$20,000	$21,208	$-2,613
2022	$16,763	$14,500	$23,821	$2,263
2021	$17,693	$19,000	$21,558	$-1,307
2020	$12,506	$3,000	$22,865	$9,506
2019	$12,286	$8,700	$13,359	$3,586
2018	$16,342	$16,764	$9,773	$-422

WILLOW BRANCH FOUNDATION INC