FRIENDS OF WINEDALE

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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

2014

Legal Domicile

Principal Officer

ED ELLIS

Phone

7135422857

Tax Period

2020-01-01 to 2020-12-31

FRIENDS OF WINEDALE, founded in 2014, is a micro nonprofit in the Education sector that reported $23K in total revenue in fiscal year 2020. Revenue fell 90% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $11K, a strong 48% operating margin.

Mission

THE ORGANIZATION STRIVES TO RAISE SUPPLEMENTARY FUNDS TO ASSIST THE DOPLH BRISCOE CENTER FOR AMERICAN HISTORY AT THE UNIVERSITY OF TEXAS AT AUSTIN IN THE PRESERVATION EFFORTS OF THE WINEDALE HISTORIC COMPLEX LOCATED NEAR ROUND TOP TEXAS.

Program Service Accomplishments

Program 1

Expenses: $6,140

TO ASSIST IN THE PRESERVATION OF THE HISTORIC WINEDALE COMPLEX.

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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 (2020)

Revenue Breakdown

Contributions & Grants $22,575

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $22,575

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $0

Fundraising Expenses $2,425

Program Expenses $6,140

Other Expenses $10,658

TOTAL EXPENSES $11,658

Year-over-Year Comparison

	2020	2019	Change
Revenue	$22,575	$233,133	-0.9%
Expenses	$11,658	$259,872	-1.0%
Net Income	$10,917	$-26,739	-1.4%

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
SUE FOSTER	PRESIDENT	1.00	Officer Director	$0	$0	$0
JAN HUGHES	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ED ELLIS	TREASURER	2.00	Officer Director	$0	$0	$0
PAULINA KEARNEY	SECRETARY	1.00	Officer Director	$0	$0	$0
LINDA PLANT	DIRECTOR	1.00	Director	$0	$0	$0
BABETTE HALE	DIRECTOR	1.00	Director	$0	$0	$0
SUZANNE ELLIS	DIRECTOR	1.00	Director	$0	$0	$0
GLORIA HICKEY	DIRECTOR	1.00	Director	$0	$0	$0
RUSSELL MILLER	DIRECTOR	1.00	Director	$0	$0	$0
JIM WAGNER	DIRECTOR	1.00	Director	$0	$0	$0
VIRGINIA WALDVOGEL	DIRECTOR	1.00	Director	$0	$0	$0
DAVID COLLINS	DIRECTOR	1.00	Director	$0	$0	$0
GINNY ELVERSON WELCH	DIRECTOR	1.00	Director	$0	$0	$0
CAROLYN OEVERMAN	DIRECTOR	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
2020	$22,575	$11,658	$200,451	$10,917
2019	$233,133	$259,872	$189,534	$-26,739
2018	$185,196	$4,476	$216,272	$180,720