GEORGE & EMILY HARRIS WILLARD 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

1934

Legal Domicile

Principal Officer

BRENDA DEMOTT

Phone

2699659500

Tax Period

2024-07-01 to 2025-06-30

GEORGE & EMILY HARRIS WILLARD TRUST, founded in 1934, is a micro nonprofit that reported $36K in total revenue in fiscal year 2024. Revenue fell 78% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $34K, a strong 94% operating margin.

Mission

TO BE USED FOR THE CARE AND AID OF UNDERPRIVILEGED CHILDREN RESIDING WITHIN THE CITY OF BATTLE CREEK AND ATTENDING THE PUBLIC SCHOOLS THEREIN.

Program Service Accomplishments

Program 1

Expenses: $2,000

PROVIDE CARE AND AID TO UNDERPRIVILEGED CHILDREN OF BATTLE CREEK PUBLIC SCHOOLS, INCLUDING THE FUNDING OF SUMMER CAMPSHIPS FOR 5TH AND 6TH GRADERS, RESULTING IN THE ENHANCEMENT OF THE EDUCATIONAL...

PROVIDE CARE AND AID TO UNDERPRIVILEGED CHILDREN OF BATTLE CREEK PUBLIC SCHOOLS, INCLUDING THE FUNDING OF SUMMER CAMPSHIPS FOR 5TH AND 6TH GRADERS, RESULTING IN THE ENHANCEMENT OF THE EDUCATIONAL EXPERIENCE.

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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 $0

Program Service Revenue $0

Investment Income $35,674

Other Revenue $0

TOTAL REVENUE $35,674

Expense Breakdown

Grants Paid $2,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,000

Other Expenses $0

TOTAL EXPENSES $2,000

Year-over-Year Comparison

	2024	2023	Change
Revenue	$35,674	$163,628	-0.8%
Expenses	$2,000	$82,436	-1.0%
Net Income	$33,674	$81,192	-0.6%

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

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

$445,967

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIMBERLY CARTER	SUPERINTENDENT	1.00	Officer	$0	$75,314	$279,211
ANITA HARVEY	ASSISTANT SUPERINTENDENT	1.00	Highest	$0	$94,432	$245,496
DR MICHAEL HENRY	EXEC. DIRECTOR OF HUMAN RESOURCES	1.00	Highest	$0	$92,784	$243,848
HERBERT HAYDEN	EXEC. DIRECTOR OF OPERATIONS	1.00	Highest	$0	$87,091	$231,586
MONIQUE WELLS-CHEEKS	DIRECTOR OF STUDENT SERVICES	1.00	Highest	$0	$84,992	$215,171
MITCHELL FOWLER	DIRECTOR OF TECHNOLOGY AND GRANTS	1.00	Highest	$0	$81,394	$205,809
BRENDA DEMOTT	DIRECTOR OF FINANCE	1.00	Officer	$0	$45,144	$166,756
PATTY POOLE-GRAY	PRESIDENT	1.00	Officer Director	$0	$0	$0
NICOLE STANDBACK PERRY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DR ELISHAE JOHNSON	TREASURER	1.00	Officer Director	$0	$0	$0
NATHAN GRAJEK	SECRETARY	1.00	Officer Director	$0	$0	$0
ART MCCLENNEY	TRUSTEE	1.00	Director	$0	$0	$0
CATHERINE LAVALLEY	TRUSTEE	1.00	Director	$0	$0	$0
JAMISHA NORDMAN	TRUSTEE	1.00	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
2025	$35,674	$2,000	$1,443,542	$33,674
2024	No data	No data	No data	No data
2023	$133,591	No data	$1,328,676	No data
2022	$-140,167	No data	$1,195,085	No data
2021	$212,768	No data	$1,335,252	No data
2020	$46,442	No data	$1,122,484	No data
2019	$113,927	$6,679	$1,076,042	$107,248
2018	$56,469	$13,722	$967,034	$42,747