WILLIAMSBURG CHRISTIAN RETREAT CENTER (EIN 541285092) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1984

Legal Domicile

Principal Officer

JAMES THORNTON

Phone

7575662256

Tax Period

2023-01-01 to 2023-12-31

WILLIAMSBURG CHRISTIAN RETREAT ASSOC, founded in 1984, is a small nonprofit in the Religion sector that reported $973K in total revenue in fiscal year 2018.

Mission

PROVIDES CHRIST-CENTERED PROGRAMS, SERVICES, AND RETREAT FACILITIES IN A PEACEFUL SETTING TO ENCOURAGE FELLOWSHIP, GROWTH, AND RENEWAL.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $221,975

Program Service Revenue $1,003,256

Investment Income $20,941

Other Revenue $29,729

TOTAL REVENUE $1,275,901

Expense Breakdown

Grants Paid $9,916

Salaries & Benefits $554,972

Fundraising Expenses $27,702

Program Expenses $900,246

Other Expenses $591,858

TOTAL EXPENSES $1,156,746

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,275,901	$1,120,043	+0.1%
Expenses	$1,156,746	$994,529	+0.2%
Net Income	$119,155	$125,514	-0.1%

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

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

$57,644

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES THORNTON	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN BOWMAN	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
VALERIE WERMUTH	SECRETARY	1.00	Officer Director	$0	$0	$0
JOE CALKINS	TREASURER	1.00	Officer Director	$0	$0	$0
GLENN ADAMS	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD BECKLER	DIRECTOR	1.00	Director	$0	$0	$0
CHARLIE BRENNEMAN	DIRECTOR	1.00	Director	$0	$0	$0
JERI FIELD	DIRECTOR	1.00	Director	$0	$0	$0
LARRY MCLAUGHLIN	DIRECTOR	1.00	Director	$0	$0	$0
TIM MILLS	DIRECTOR	1.00	Director	$0	$0	$0
RAY NICE	DIRECTOR	1.00	Director	$0	$0	$0
MARCIA ROBERTSON	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT BRISCOE	EXECUTIVE DI	1.00	Officer	$57,644	$0	$57,644

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	$1,275,901	$1,156,746	$3,116,474	$119,155
2022	$1,120,043	$994,529	$2,972,330	$125,514
2021	$982,508	$850,906	$3,098,569	$131,602
2020	$488,302	$762,194	$3,100,497	$-273,892
2019	$939,921	$951,094	$2,559,917	$-11,173
2018	$972,651	$956,675	$2,562,211	$15,976

WILLIAMSBURG CHRISTIAN RETREAT CENTER