Homewood Izaak Walton Preserve Inc (EIN 366097965) - 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

2015

Legal Domicile

Principal Officer

David J Smith

Phone

7087981850

Tax Period

2023-09-01 to 2024-08-31

Homewood Izaak Walton Preserve Inc, founded in 2015, is a small nonprofit in the Environment sector that reported $361K in total revenue in fiscal year 2023. Revenue surged 107% from the prior year, signaling strong growth momentum. Expenses of $319K left a modest 12% surplus.

Mission

PRESERVATION OF LAND, WATER AND WILDLIFE

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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 (2023)

Revenue Breakdown

Contributions & Grants $362,348

Program Service Revenue $0

Investment Income $0

Other Revenue $-975

TOTAL REVENUE $361,373

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,886

Program Expenses $260,420

Other Expenses $319,060

TOTAL EXPENSES $319,060

Year-over-Year Comparison

	2023	2022	Change
Revenue	$361,373	$174,693	+1.1%
Expenses	$319,060	$164,753	+0.9%
Net Income	$42,313	$9,940	+3.3%

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
John Brinkman	President	20.0	Officer Director	$0	$0	$0
Jerry Tienstra	Vice President	1.0	Officer Director	$0	$0	$0
Dave Smith	Treasurer	2.0	Officer Director	$0	$0	$0
Greg Busler	Secretary	25.0	Officer Director	$0	$0	$0
Shawn Straney	Membership Secretary	5.0	Director	$0	$0	$0
Kevin Jennings	Director Environmental Concern	2.0	Director	$0	$0	$0
Tony Tallarico	Three-year Director	1.0	Director	$0	$0	$0
John Sandala	One-year Director	1.0	Director	$0	$0	$0
Carloyn Bury	Three-year Director	1.0	Director	$0	$0	$0
Clayton Wassilak	One-year Director	10.0	Director	$0	$0	$0
Marc Biolchin	Two-year Director	1.0	Director	$0	$0	$0
Jay Eagle	Two-year Director	2.0	Director	$0	$0	$0
John Sailor	Two-year Director	3.0	Director	$0	$0	$0
John Newgard	Three-year Director	1.0	Director	$0	$0	$0
Judy Johnson	Three-year Director	1.0	Director	$0	$0	$0
Dave Zaber	One-year Director	6.0	Director	$0	$0	$0
Todd Wittenberg	One-year Director	2.0	Director	$0	$0	$0
Sam Casella	Two-year Director	8.0	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	$361,373	$319,060	$504,328	$42,313
2022	$314,734	$357,733	$452,075	$-42,999

Homewood Izaak Walton Preserve Inc