ELEAZAR WHEELOCK HOUSE INC (EIN 475466505) - 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

Gregg Fairbrothers

Phone

6037656044

Tax Period

2023-07-01 to 2024-06-30

ELEAZAR WHEELOCK HOUSE INC, founded in 2015, is a small nonprofit in the Education sector that reported $618K in total revenue in fiscal year 2023. Revenue surged 38% from the prior year, signaling strong growth momentum. The organization ran a surplus of $390K, a strong 63% operating margin.

Mission

The Wheelock Model is a living-learning community in which students, faculty and staff, through action-based learning and mentorship, create a hub for integrating reason, faith, and vocation in the Dartmouth community.

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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 $608,162

Program Service Revenue $0

Investment Income $560

Other Revenue $9,150

TOTAL REVENUE $617,872

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $214,926

Other Expenses $227,657

TOTAL EXPENSES $227,657

Year-over-Year Comparison

	2023	2022	Change
Revenue	$617,872	$448,551	+0.4%
Expenses	$227,657	$169,894	+0.3%
Net Income	$390,215	$278,657	+0.4%

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
David Allman	Chair	1	Officer Director	$0	$0	$0
David Stone	Trustee	0.25	Director	$0	$0	$0
Gregg Fairbrothers	Treasurer and Secretary	10	Officer Director	$0	$0	$0
Lindsay Whaley	Trustee	0.25	Director	$0	$0	$0
Hilary Johnson	Trustee	2	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
2025	No data	No data	No data	No data
2024	$617,872	$227,657	$6,700,499	$390,215
2023	$448,551	$169,894	$6,310,284	$278,657
2022	$988,248	$35,657	$5,036,194	$952,591
2021	$1,897,066	$1,612	$4,083,603	$1,895,454
2019	$170,990	$135,387	$1,055,897	$35,603
2018	$135,194	$145,574	$1,020,294	$-10,380

ELEAZAR WHEELOCK HOUSE INC