WHEELER CREEK ESTATES COMM DEV CORP (EIN 522043508) - 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

1997

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

WHEELER CREEK ESTATES COMM DEV CORP, founded in 1997, is a community nonprofit in the Community Improvement sector that reported $4.7M in total revenue in fiscal year 2023. Expenses of $4.6M left a modest 3% surplus.

Mission

TO SERVE THE RESIDENTS WITH THE GREATEST NEED IN THE WASHINGTON METROPOLITAN AREA THROUGHSOCIAL,ECONOMIC AND HOUSING OPPORTUNITIES.

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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 $4,641,377

Program Service Revenue $0

Investment Income $99

Other Revenue $85,440

TOTAL REVENUE $4,726,916

Expense Breakdown

Grants Paid $1,509,555

Salaries & Benefits $2,558,188

Fundraising Expenses $0

Program Expenses $4,577,636

Other Expenses $509,893

TOTAL EXPENSES $4,577,636

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,726,916	$4,466,509	+0.1%
Expenses	$4,577,636	$3,703,800	+0.2%
Net Income	$149,280	$762,709	-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

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

$156,151

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELLE LEE	EXECUTIVE DIRECTOR	35.00	Officer	$156,151	$0	$156,151

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	$4,726,916	$4,577,636	$2,326,300	$149,280
2022	$4,466,509	$3,703,800	$2,133,857	$762,709
2021	$3,353,848	$2,980,302	$1,390,891	$373,546
2020	$3,147,226	$2,513,577	$1,040,316	$633,649
2019	$2,342,333	$2,035,319	$562,688	$307,014
2018	$1,772,593	$1,548,635	$283,929	$223,958

WHEELER CREEK ESTATES COMM DEV CORP