WOODLAND PEAKS UNISERV (EIN 460575524) - 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

2012

Legal Domicile

Principal Officer

MARK HALLS

Phone

8018853557

Tax Period

2023-09-01 to 2024-08-31

WOODLAND PEAKS UNISERV, founded in 2012, is a small nonprofit that reported $377K in total revenue in fiscal year 2023. Expenses of $363K left a modest 4% surplus.

Mission

THE ASSOCIATION PROVIDES TRAINING AND INFORMATIVE CONVENTIONS IN ORDER TO BENEFIT THE MEMBERS OF THE ASSOCIATION.

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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 $337,621

Program Service Revenue $23,412

Investment Income $5,925

Other Revenue $10,235

TOTAL REVENUE $377,193

Expense Breakdown

Grants Paid $0

Salaries & Benefits $284,668

Fundraising Expenses $0

Program Expenses $291,279

Other Expenses $77,836

TOTAL EXPENSES $362,504

Year-over-Year Comparison

	2023	2022	Change
Revenue	$377,193	$360,185	+0.0%
Expenses	$362,504	$320,803	+0.1%
Net Income	$14,689	$39,382	-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

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
HEATHER BAKER	VICE-PRESIDE	1.00	Director	$0	$0	$0
STEPHANIE CHA	BOARD MEMBER	1.00	Director	$0	$0	$0
CHERYL COFFIE	BOARD MEMBER	1.00	Director	$0	$0	$0
DARWIN DEMMING	BOARD MEMBER	1.00	Director	$0	$0	$0
BRUCE ELLIOT	BOARD MEMBER	1.00	Director	$0	$0	$0
JESSICA FAUSETT	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTY GIBLON	PRESIDENT	1.00	Director	$0	$0	$0
MARK HALLS	UNISERV DIRE	40.00	Director	$0	$0	$0
LYDIA KNUDSEN	BOARD MEMBER	1.00	Director	$0	$0	$0
GLENN LOCKWOOD	BOARD MEMBER	1.00	Director	$0	$0	$0
BRAD SHULER	BOARD MEMBER	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
2024	$377,193	$362,504	$564,216	$14,689
2023	$360,185	$320,803	$523,486	$39,382
2023	$360,185	$320,803	$523,486	$39,382
2023	$360,185	$320,803	$523,486	$39,382
2022	$435,177	$437,283	$481,970	$-2,106
2021	$430,180	$389,337	$827,013	$40,843
2020	$386,545	$413,384	$845,096	$-26,839
2019	$365,349	$362,602	$712,896	$2,747
2018	$345,999	$328,064	$702,953	$17,935

WOODLAND PEAKS UNISERV