WESTMINSTER CANTERBURY ON CHESAPEAKE BAY FOUNDATION (EIN 541666603) - 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

1992

Legal Domicile

Principal Officer

ASHLEY ALLMAN

Phone

7574961778

Tax Period

2023-10-01 to 2024-09-30

WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY FOUNDATION, founded in 1992, is a community nonprofit in the Health Care sector that reported $1.9M in total revenue in fiscal year 2017. Revenue decreased 17% compared to the prior year. Net assets of $15.9M represent 100 months of operating reserves.

Mission

TO SUPPORT THE MISSION OF WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY

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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 $1,638,459

Program Service Revenue $0

Investment Income $684,315

Other Revenue $-2,296

TOTAL REVENUE $2,320,478

Expense Breakdown

Grants Paid $2,056,985

Salaries & Benefits $241,396

Fundraising Expenses $316,081

Program Expenses $2,341,495

Other Expenses $448,841

TOTAL EXPENSES $2,747,222

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,320,478	$1,881,536	+0.2%
Expenses	$2,747,222	$1,590,634	+0.7%
Net Income	$-426,744	$290,902	-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

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

$1,446,423

Total Directors

Key Employees

$270,820

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR WILLIAM C HEDRICK	TRUSTEE, CHAIR	1.00	Officer Director	$0	$0	$0
FORREST E WILLIAMS	TRUSTEE, VICE CHAIR	1.00	Officer Director	$0	$0	$0
THOMAS BARTON	TRUSTEE	1.00	Director	$0	$0	$0
HELEN BERND	TRUSTEE	1.00	Director	$0	$0	$0
CRAIG BISEK	TRUSTEE	1.00	Director	$0	$0	$0
CRAIG COPE	TRUSTEE	1.00	Director	$0	$0	$0
LESLIE DOYLE	TRUSTEE	1.00	Director	$0	$0	$0
CYNTHIA EARHART	TRUSTEE	1.00	Director	$0	$0	$0
LAURA FULTON	TRUSTEE	1.00	Director	$0	$0	$0
LILLIE GILBERT	TRUSTEE	1.00	Director	$0	$0	$0
GORDON HOLT	TRUSTEE	1.00	Director	$0	$0	$0
REV RICHARD KEEVER	TRUSTEE	1.00	Director	$0	$0	$0
DIANE KESTERSON	TRUSTEE	1.00	Director	$0	$0	$0
REV JAY MAGNESS	TRUSTEE	1.00	Director	$0	$0	$0
RICK QUIGG	TRUSTEE	1.00	Director	$0	$0	$0
NEIL ROSE	TRUSTEE	1.00	Director	$0	$0	$0
JAMES RUSSELL	TRUSTEE	1.00	Director	$0	$0	$0
JOAN SPORE	TRUSTEE	1.00	Director	$0	$0	$0
JOE VARNER	TRUSTEE	1.00	Director	$0	$0	$0
LESLIE WATSON	TRUSTEE	1.00	Director	$0	$0	$0
SHIRLEY G WHARTON	TRUSTEE	1.00	Director	$0	$0	$0
J BENJAMIN UNKLE JR	PRESIDENT/CEO	1.00	Officer	$0	$34,269	$1,162,731
DAVID B MYERS	CFO/ASSISTANT TREASURER	1.00	Officer	$0	$20,342	$283,692
ASHLEY ALLMAN	VP DEVELOPMENT & MARKETING	1.00	Key Emp	$0	$33,097	$270,820

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	$2,320,478	$2,747,222	$20,487,084	$-426,744
2024	$2,320,478	$2,747,222	$20,487,084	$-426,744
2023	$1,881,536	$1,590,634	$17,047,587	$290,902
2022	$2,265,269	$1,846,697	$15,480,575	$418,572
2021	$2,543,603	$1,676,244	$18,519,890	$867,359
2020	$1,552,009	$2,104,395	$15,840,694	$-552,386
2019	$4,404,751	$2,128,703	$15,573,179	$2,276,048
2018	$1,902,290	$2,067,610	$16,441,871	$-165,320

WESTMINSTER CANTERBURY ON CHESAPEAKE BAY FOUNDATION