FRIENDS OF WILLOW TREE (EIN 474433673) - 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

2015

Legal Domicile

Principal Officer

BETHANY CHAFFIN

Phone

7602603155

Tax Period

2024-07-01 to 2025-06-30

FRIENDS OF WILLOW TREE, founded in 2015, is a community nonprofit in the Education sector that reported $1.3M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $1.3M left a modest 5% surplus.

Mission

ENRICHMENT CENTER FOR HOME SCHOOL STUDENTS SUPPORT HOME SCHOOLING THE ORGANZITIONS PARTNERS WITH INDEPENDANT STUDY CHARTER SCHOOLS TO HELP ENRICH A CHILDS EDUCATION USING WALDORF METHODS

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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 $112,297

Program Service Revenue $1,218,007

Investment Income $1

Other Revenue $0

TOTAL REVENUE $1,330,305

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,000,497

Fundraising Expenses $0

Other Expenses $260,839

TOTAL EXPENSES $1,261,336

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,330,305	$1,165,587	+0.1%
Expenses	$1,261,336	$1,060,931	+0.2%
Net Income	$68,969	$104,656	-0.3%

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

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

$139,637

Total Directors

$139,637

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BETHANY CHAFFIN	DIRECTOR	40.00	Officer Director	$92,842	$0	$92,842
TIFFANY PLEYSTER	TREASURER	10.00	Officer Director	$46,795	$0	$46,795
BRUCE KEETON	PRESIDENT	2.00	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
2025	$1,330,305	$1,261,336	$351,360	$68,969
2025	$1,330,305	$1,261,336	$351,360	$68,969
2024	$1,165,587	$1,060,931	$615,854	$104,656
2023	$1,071,367	$1,122,158	$548,873	$-50,791
2022	$953,888	$898,214	$532,002	$55,674
2021	$820,352	$1,216,957	$573,184	$-396,605
2020	$991,813	$1,217,378	$793,911	$-225,565
2020	$991,813	$1,162,050	$793,911	$-170,237
2019	$780,389	$1,152,859	$34,176	$-372,470

FRIENDS OF WILLOW TREE