Phyllis M Winings Trust

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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

1979

Legal Domicile

Principal Officer

Jennifer Albright

Phone

2177952331

Tax Period

2022-07-01 to 2023-06-30

Phyllis M Winings Trust, founded in 1979, is a small nonprofit that reported $135K in total revenue in fiscal year 2022. Revenue decreased 15% compared to the prior year. Expenses of $155K exceeded revenue, resulting in a 15% operating deficit.

Mission

CHARITABLE CONTRIBUTIONS TO LOCAL COMMUNITY

Program Service Accomplishments

Program 1

Expenses: $137,168

CONTRIBUTIONS ARE MADE TO LOCAL COMMUNITY CHARITABLE ORGANIZATIONS AND LOCAL GOVERNMENTAL UNITS BASED ON THE DISCRETION OF THE TRUSTEES AS TO THE BEST INTEREST OF 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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $6,552

Other Revenue $128,595

TOTAL REVENUE $135,147

Expense Breakdown

Grants Paid $137,168

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $137,168

Other Expenses $18,025

TOTAL EXPENSES $155,193

Year-over-Year Comparison

	2022	2021	Change
Revenue	$135,147	$158,530	-0.1%
Expenses	$155,193	$109,004	+0.4%
Net Income	$-20,046	$49,526	-1.4%

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

N/A

Independent Members

N/A

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
JEFFREY A SLOAN	BOARD & TRUST COMMITTEE MEMBER	0.11	Director	$0	$0	$0
LARRY G BENNETT	BOARD & TRUST COMMITTEE MEMBER	0.13	Director	$0	$0	$0
GREGORY D BRIGGS	BOARD & TRUST COMMITTEE MEMBER	0.14	Director	$0	$0	$0
THOMAS W HILL	BOARD & TRUST COMMITTEE MEMBER	0.11	Director	$0	$0	$0
RICHARD W STODDARD	BOARD & TRUST COMMITTEE MEMBER	0.11	Director	$0	$0	$0
CORTNEY A SMETANKO	BOARD & TRUST COMMITTEE MEMBER	0.11	Director	$0	$0	$0
JENNIFER ALBRIGHT	TRUST OFFICER	0.87	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
2023	$135,147	$155,193	$2,042,489	$-20,046
2022	$158,530	$109,004	$2,062,535	$49,526
2021	$103,813	$108,185	$2,013,009	$-4,372