WILLIAM WENDT CENTER FOR LOSS AND HEALING (EIN 521095105) - 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

1975

Legal Domicile

Principal Officer

MAGGIE KOZIOL

Phone

2026240010

Tax Period

2023-10-01 to 2024-09-30

WILLIAM WENDT CENTER FOR LOSS AND HEALING, founded in 1975, is a community nonprofit that reported $5.0M in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $4.7M left a modest 6% surplus.

Mission

TO HELP YOUTH AND ADULTS REBUILD THEIR EMOTIONAL LIVES AFTER LOSS, ILLNESS, VIOLENCE, AND TRAUMA.

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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 $4,313,296

Program Service Revenue $842,648

Investment Income $807

Other Revenue $-112,894

TOTAL REVENUE $5,043,857

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,303,690

Fundraising Expenses $258,951

Program Expenses $3,315,473

Other Expenses $1,439,174

TOTAL EXPENSES $4,742,864

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,043,857	$4,349,041	+0.2%
Expenses	$4,742,864	$4,556,149	+0.0%
Net Income	$300,993	$-207,108	-2.5%

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

Volunteers

142

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

$188,395

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELLE PALMER	EXECUTIVE DIRECTOR	40.00	Officer	$172,292	$16,103	$188,395
JERRI ANGLIN	CLINICAL DIRECTOR	40.00	Highest	$137,961	$7,019	$144,980
MELISSA SELLEVAAG	DIRECTOR OF TRAINING	40.00	Highest	$132,500	$6,730	$139,230
STEPHANIE HANDEL	OFFICE BASED THERAPIST	40.00	Highest	$106,719	$12,845	$119,564
MAGGIE KOZIOL	EXECUTIVE DIRECTOR - AS OF 11/2024	40.00	Officer	$0	$0	$0
LESLEY PATE MARLIN	PRESIDENT	1.00	Officer Director	$0	$0	$0
KATHARINE MANNING VICE PRES	PRESIDENT ELECT - AS OF 9/2023	1.00	Officer Director	$0	$0	$0
BARBARA LAMBERT	TREASURER	1.00	Officer Director	$0	$0	$0
KATHRYN JONES HANLEY	SECRETARY - AS OF 10/2023	1.00	Officer Director	$0	$0	$0
MICHELLE BAKER	BOARD MEMBER	0.50	Director	$0	$0	$0
CHARLES A BERARDESCO	BOARD MEMBER	0.50	Director	$0	$0	$0
SCHUYLER CUNNINGHAM	BOARD MEMBER	0.50	Director	$0	$0	$0
MICHAEL GRUPE	BOARD MEMBER	0.50	Director	$0	$0	$0
MEGHAN JARVIS	BOARD MEMBER	0.50	Director	$0	$0	$0
ELIZABETH IBBY JEPPSON	BOARD MEMBER	0.50	Director	$0	$0	$0
CHERYL KEAMY	BOARD MEMBER	0.50	Director	$0	$0	$0
ANNE CONLEE MAZLISH	BOARD MEMBER	0.50	Director	$0	$0	$0
CALVIN NELSON	BOARD MEMBER	0.50	Director	$0	$0	$0
CAROL PENSKY	BOARD MEMBER	0.50	Director	$0	$0	$0
WAYNE RUSCH	BOARD MEMBER	0.50	Director	$0	$0	$0
DAMIEN SAVAGE	BOARD MEMBER	0.50	Director	$0	$0	$0
ABBY SCHNEIDERMAN	BOARD MEMBER	0.50	Director	$0	$0	$0
LISA SCHNEIDERMAN	BOARD MEMBER	0.50	Director	$0	$0	$0
ANDREW WONE	BOARD MEMBER	0.50	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	$5,043,857	$4,742,864	$5,500,090	$300,993
2023	$4,349,041	$4,556,149	$5,610,942	$-207,108
2022	$4,439,971	$4,485,796	$2,192,316	$-45,825
2021	$4,803,311	$4,959,725	$2,139,563	$-156,414
2020	$5,056,506	$4,475,010	$2,788,086	$581,496
2019	$4,364,734	$4,765,159	$1,241,847	$-400,425
2018	$4,180,510	$3,994,695	$1,476,434	$185,815

WILLIAM WENDT CENTER FOR LOSS AND HEALING