Wiltondale Improvement Association (EIN 520810218) - 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

1939

Legal Domicile

Principal Officer

Edward F Watt

Phone

4108252188

Tax Period

2023-01-01 to 2023-12-31

Wiltondale Improvement Association, founded in 1939, is a small nonprofit that reported $408K in total revenue in fiscal year 2023. Expenses of $348K left a modest 15% surplus.

Mission

Community improvement association,manage community pool and common areas. Coordinate with local police and legislatures community involvement and protection.

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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 $0

Program Service Revenue $407,511

Investment Income $146

Other Revenue $390

TOTAL REVENUE $408,047

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $348,276

Other Expenses $348,276

TOTAL EXPENSES $348,276

Year-over-Year Comparison

	2023	2022	Change
Revenue	$408,047	$378,806	+0.1%
Expenses	$348,276	N/A	N/A
Net Income	$59,771	$378,806	-0.8%

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
Tim Lotz	President	3.00	Officer Director	$0	$0	$0
Matt McGovern	Vice President	2.00	Officer Director	$0	$0	$0
Preston Reeves	Treasurer	2.00	Officer Director	$0	$0	$0
Phyllis Gray	Secretary	2.00	Officer Director	$0	$0	$0
Louis Soraruf	Board Member	1.00	Director	$0	$0	$0
Lauren Berry	Board Member	1.00	Director	$0	$0	$0
Alex Frey	Board Member	1.00	Director	$0	$0	$0
Sarah David	Board Member	1.00	Director	$0	$0	$0
Todd Dickersheets	Board Member	1.00	Director	$0	$0	$0
James Dull	Board Member	1.00	Director	$0	$0	$0
Alex Kelly	Board Member	1.00	Director	$0	$0	$0
Scott Gorsuch	Board Member	1.00	Director	$0	$0	$0
Christine Grob	Board Member	1.00	Director	$0	$0	$0
Krystin Starks	Board Member	1.00	Director	$0	$0	$0
Brent Hartings	Board Member	1.00	Director	$0	$0	$0
Debbie Jones	Board Member	1.00	Director	$0	$0	$0
Greg Kroeger	Board Member	1.00	Director	$0	$0	$0
Clint Morrow	Board Member	1.00	Director	$0	$0	$0
Sarah Bach-Miller	Board Member	1.00	Director	$0	$0	$0
Brian Murphy	Board Member	1.00	Director	$0	$0	$0
Nathan Raider	Board Member	1.00	Director	$0	$0	$0
Sue Ross	Board Member	1.00	Director	$0	$0	$0
Rob Teaff	Board Member	1.00	Director	$0	$0	$0
Tom Vayda	Board Member	1.00	Director	$0	$0	$0
Edward Watt	Board Member	1.00	Director	$0	$0	$0
Gregory Zucknick	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	$408,047	$348,276	$851,358	$59,771
2022	$379,367	$321,152	$791,587	$58,215
2021	$365,667	$287,422	$735,192	$78,245
2020	$291,961	$249,871	$701,095	$42,090
2019	$335,538	$296,207	$688,906	$39,331
2018	$308,771	$280,945	$679,696	$27,826

Wiltondale Improvement Association