WILLKIE HOUSE INC (EIN 420680433) - 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

1917

Legal Domicile

Principal Officer

WESLYN CALDWELL

Phone

5152437817

Tax Period

2024-07-01 to 2025-06-30

WILLKIE HOUSE INC, founded in 1917, is a small nonprofit that reported $458K in total revenue in fiscal year 2024. Revenue fell 38% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $110K, a strong 24% operating margin.

Mission

THE WILLKIE HOUSE INC EXISTS TO DEVELOP CHARACTER AND ESTEEM IN YOUNG PEOPLE THROUGH PROMOTION OF ACADEMICS, SOCIAL SKILL BUILDING, HEALTH AND RECREATION.

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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 $370,623

Program Service Revenue $82,213

Investment Income $5,553

Other Revenue $0

TOTAL REVENUE $458,389

Expense Breakdown

Grants Paid $0

Salaries & Benefits $196,760

Fundraising Expenses $8,749

Program Expenses $287,990

Other Expenses $151,353

TOTAL EXPENSES $348,113

Year-over-Year Comparison

	2024	2023	Change
Revenue	$458,389	$742,719	-0.4%
Expenses	$348,113	$442,284	-0.2%
Net Income	$110,276	$300,435	-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

Volunteers

125

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

$84,479

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMI YODER	PRESIDENT	1.00	Officer Director	$0	$0	$0
LINDSAY RONE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SARAH BOL	PAST PRESIDENT	1.00	Director	$0	$0	$0
SHANELLE HARRIS-BURKE	MEMBER	1.00	Director	$0	$0	$0
ELLEN HAAHR MOORE	SECRETARY/TREASURER	1.00	Director	$0	$0	$0
GERMAINE GROSS	MEMBER	1.00	Director	$0	$0	$0
RISHA BOOKER	MEMEBER	1.00	Director	$0	$0	$0
JJUAN HAKEEM	MEMBER	1.00	Director	$0	$0	$0
WESLYN CALDWELL	EXECUTIVE DIRECTOR	40.00	Officer	$2,852	$0	$2,852
ALEXANDRA RICE	FORMER EXECUTIVE DIRECTOR	40.00	Officer	$81,627	$0	$81,627

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	$458,389	$348,113	$1,078,112	$110,276
2024	No data	No data	No data	No data
2023	$504,094	$402,320	$662,752	$101,774
2022	$411,150	$418,028	$537,877	$-6,878
2022	$411,150	$418,028	$537,877	$-6,878
2021	$523,938	$375,469	$621,807	$148,469
2020	$278,616	$240,516	$454,727	$38,100
2019	$207,365	$288,298	$395,164	$-80,933
2018	$226,800	$230,522	$478,430	$-3,722

WILLKIE HOUSE INC