WESTMINSTER HOME CONNECTION

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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

2013

Legal Domicile

Principal Officer

KEITH BRANSON

Phone

6156932153

Tax Period

2023-01-01 to 2023-12-31

WESTMINSTER HOME CONNECTION, founded in 2013, is a community nonprofit in the Community Improvement sector that reported $1.5M in total revenue in fiscal year 2023. The organization ran a surplus of $582K, a strong 38% operating margin.

Mission

WESTMINSTER HOME CONNECTION'S VISION IS FOR EVERY OLDER ADULT AND PERSON WITH A DISABILITY TO AGE-IN-PLACE SAFELY AND WITH DIGNITY. WE REPAIR AND MAKE MOBILITY MODIFICATIONS IN HUNDREDS OF HOMES, PRESERVING AFFORDABLE HOUSING. WE ENCOURAGE AND SUPPORT OTHER GROUPS TO REPAIR HOMES FOR THEIR NEIGHBORS.

Program Service Accomplishments

Program 1

Expenses: $810,324

WE EMPOWER OLDER ADULTS AND PERSONS WITH DISABILITIES TO AGE IN PLACE SAFELY AND WITH DIGNITY. WE ADDRESS THE MOST CRITICAL REPAIR, MODIFICATION AND DECLUTTER NEEDS SO THE PERSON AND THEIR FAMILY CAN LIVE IN A SAFE AND FUNCTIONAL HOME. THIS IS KEY TO PRESERVING THE HOMES IN THE AFFORDABLE HOUSING STOCK. THERE IS NO CHARGE TO THE CLIENT. IN 2023, WE REPAIRED AND MODIFIED 239 HOMES FOR 375 PEOPLE.

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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 $1,506,432

Program Service Revenue $0

Investment Income $21,505

Other Revenue $4,103

TOTAL REVENUE $1,532,040

Expense Breakdown

Grants Paid $0

Salaries & Benefits $185,966

Fundraising Expenses $7,813

Program Expenses $810,324

Other Expenses $764,004

TOTAL EXPENSES $949,970

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,532,040	$1,459,318	+0.0%
Expenses	$949,970	$983,352	0.0%
Net Income	$582,070	$475,966	+0.2%

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

170

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

$93,645

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEITH BRANSON	EXECUTIVE DI	45.00	Officer	$90,917	$2,728	$93,645
MATT ASHWOOD	MEMBER	1.00	Director	$0	$0	$0
DEREK BRYANT	BOARD VICE-C	1.50	Officer Director	$0	$0	$0
JAMIE CAPPS	MEMBER	1.00	Director	$0	$0	$0
RONALD HARRIS	MEMBER	1.50	Director	$0	$0	$0
SANDRA LONG	MEMBER	1.00	Director	$0	$0	$0
VANITA LYTLE-SHERRILL	MEMBER	1.00	Director	$0	$0	$0
MEGHAN OWEN	MEMBER	1.00	Director	$0	$0	$0
VIRGINIA REYNOLDS	SECRETARY	1.00	Officer Director	$0	$0	$0
JACKIE SHRAGO	MEMBER	1.00	Director	$0	$0	$0
TOM WYLLY	BOARD CHAIR	1.50	Officer Director	$0	$0	$0
TERRY RAPPUHN	TREASURER	22.80	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$1,532,040	$949,970	$1,881,077	$582,070
2022	$1,459,318	$983,352	$1,285,852	$475,966
2021	$973,687	$1,040,589	$1,022,092	$-66,902
2020	$1,036,493	$776,332	$1,049,100	$260,161
2019	$703,420	$679,102	$643,373	$24,318
2018	$692,110	$706,538	$754,887	$-14,428