FRIENDS OF WINTERGREEN INC

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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

FRIENDS OF WINTERGREEN

Phone

4349625743

Tax Period

2024-07-01 to 2025-06-30

FRIENDS OF WINTERGREEN INC, founded in 2015, is a small nonprofit in the Community Improvement sector that reported $218K in total revenue in fiscal year 2024. Revenue fell 29% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $104K, a strong 48% operating margin.

Mission

Partnered with other organizations on projects to improve and enhance various sites in the Wintergreen Community.

Program Service Accomplishments

Program 1

Expenses: $58,313 Revenue: $0

Partnered with other not-for-profit organization to enhance, beautify, and improve accessibility of the area around Black Rock Park in the Wintergreen community.

Program 2

Expenses: $51,290 Revenue: $0

Provided support for our local fire and rescue operation

Program 3

Expenses: $0 Revenue: $0

Partnered with other not-for-profit organizations to enhance, beautify, and improve accessibility for a walking trail leading to the Ravens Roost observation deck in Wintergreen

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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 $210,000

Program Service Revenue $0

Investment Income $7,760

Other Revenue $0

TOTAL REVENUE $217,760

Expense Breakdown

Grants Paid $109,603

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $109,603

Other Expenses $3,717

TOTAL EXPENSES $113,320

Year-over-Year Comparison

	2024	2023	Change
Revenue	$217,760	$306,663	-0.3%
Expenses	$113,320	$78,078	+0.5%
Net Income	$104,440	$228,585	-0.5%

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
Jay Roberts	Member At Large	2	Director	$0	$0	$0
Diana Hickert-Hill	Member At Large	2	Director	$0	$0	$0
Michelle Callen	Member At Large	2	Director	$0	$0	$0
Karen Asher	Member At Large	2	Officer	$0	$0	$0
John Coy	President	2	Officer	$0	$0	$0
Bill Martin	Secretary	2	Officer	$0	$0	$0
Larry Luessen	Vice President	2	Officer	$0	$0	$0
Robert Kemp	Treasurer	2	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	$217,760	$113,320	$334,908	$104,440
2024	$306,663	$78,078	$230,467	$228,585