GEORGE & EMILY HARRIS WILLARD TRUST

EIN: 386053144 501(c)(3)

BATTLE CREEK, MI

Total Revenue
$35,674
Total Expenses
$2,000
Total Assets
$1,443,542
Net Assets
$1,443,542
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1934
Legal Domicile
MI
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

USED FOR THE PURPOSE OF SUPPLEMENTING THE NEEDS OF UNDERPRIVILEGED CHILDREN IN ECONOMIC NEED OR NEGLECT IN THE AREA OF EDUCATION.

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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%)

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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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Governance

Voting Members
7
Independent Members
7
Employees
N/A
Volunteers
7

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
6
$445,967
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
5
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
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