W H II LTD (EIN 421205700) - 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

1983

Legal Domicile

Principal Officer

CYNTHIA STEIDL-BISHOP

Phone

5152358842

Tax Period

2023-01-01 to 2023-12-31

W H II LTD, founded in 1983, is a small nonprofit that reported $309K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $222K, a strong 72% operating margin.

Mission

ASSIST INDIVIDUALS WITH SEVERE & PERSISTENT MENTAL ILLINESS GAIN SKILLS TO LIVE INDEPENDENTLY.

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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 $185,194

Program Service Revenue $123,137

Investment Income $941

Other Revenue $0

TOTAL REVENUE $309,272

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $87,160

Other Expenses $87,160

TOTAL EXPENSES $87,160

Year-over-Year Comparison

	2023	2022	Change
Revenue	$309,272	$328,657	-0.1%
Expenses	$87,160	$117,169	-0.3%
Net Income	$222,112	$211,488	+0.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID ALBRECHT	BOARD VICE CHAIR	1.00	Officer Director	$0	$0	$0
TISHA CARTER-SMITH	BOARD MEMBER (TO 06/23)	1.00	Director	$0	$0	$0
ROBERT DANIELS	BOARD MEMBER (TO 12/23)	1.00	Director	$0	$0	$0
CORRINE GANSKE MD	BOARD MEMBER	1.00	Director	$0	$0	$0
CIARA LEWIS	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVE MOENCH	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
ANDREA SILVERS MD	BOARD MEMBER	1.00	Director	$0	$0	$0
TERRY SLINDE	BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
ANDREW STEFANI DO	BOARD MEMBER	1.00	Director	$0	$0	$0
GRETCHEN TEGELER	BOARD TREASURER	1.00	Officer Director	$0	$0	$0
CYNTHIA STEIDL-BISHOP	CEO, EBCMS	1.00	Officer	$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	No data	No data	No data	No data
2023	$309,272	$87,160	$558,847	$222,112
2022	$328,657	$117,169	$384,623	$211,488

W H II LTD