WINCHESTER ISAAK WALTON CLUB

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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

Principal Officer

DAN ARICO

Phone

5406622976

Tax Period

2023-01-01 to 2023-12-31

WINCHESTER ISAAK WALTON CLUB is a small nonprofit in the Environment sector that reported $124K in total revenue in fiscal year 2023. Expenses of $105K left a modest 15% surplus.

Mission

PROMOTING NATURAL RESOURCE PROTECTION AND OUTDOOR RECREATION. INCLUDES PROGRAMS FOR LOCAL YOUTH GROUPS UTILIZING INDOOR AND OUTDOOR FACILITIES.

Program Service Accomplishments

Program 1

Expenses: $52,157 Revenue: $13,408

PROMOTING NATURAL RESOURCE PROTECTION AND OUTDOOR RECREATION. INCLUDES PROGRAMS FOR LOCAL YOUTH GROUPS UTILIZING INDOOR AND OUTDOOR FACILITIES.

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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 $108,305

Program Service Revenue $13,408

Investment Income $1,928

Other Revenue $0

TOTAL REVENUE $123,641

Expense Breakdown

Grants Paid $2,181

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $52,157

Other Expenses $102,986

TOTAL EXPENSES $105,167

Year-over-Year Comparison

	2023	2022	Change
Revenue	$123,641	$118,743	+0.0%
Expenses	$105,167	$89,774	+0.2%
Net Income	$18,474	$28,969	-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

N/A

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
DAN ARICO	PRESIDENT	2.00	Officer Director	$0	$0	$0
JEFF MCCALL	BOARD MEMBER	1.00	Director	$0	$0	$0
BILL NORDMAN	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
PAUL SATTLER	TREASURER	6.00	Officer Director	$0	$0	$0
PEG SATTLER	MEMBERSHIP D	6.00	Director	$0	$0	$0
JIM SHERRY	SECRETARY	2.00	Officer Director	$0	$0	$0
JOHN SUTER	BOARD MEMBER	1.00	Director	$0	$0	$0
HAROLD WHITAKER	BOARD MEMBER	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
2024	No data	No data	No data	No data
2023	$123,641	$105,167	$534,868	$18,474
2022	$118,743	$89,774	$542,439	$28,969