GREATER WILLIAMSBURG COMMUNITY TRUST (EIN 541927558) - 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

1999

Legal Domicile

Principal Officer

NANCY C SULLIVAN

Phone

7572591660

Tax Period

2024-01-01 to 2024-12-31

GREATER WILLIAMSBURG COMMUNITY TRUST, founded in 1999, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $9.6M in total revenue in fiscal year 2018. Revenue surged 84% from the prior year, signaling strong growth momentum. The organization ran a surplus of $8.6M, a strong 90% operating margin.

Mission

PROVIDED GRANTS TO 501(C)(3) NONPROFIT ORGANIZATIONS AND GOVERNMENT ENTITIES SERVING THE GREATER WILLIAMSBURG COMMUNITY. PROVIDED SERVICES AND INFORMATION ON THE NEEDS OF THE GREATER WILLIAMSBURG COMMUNITY TO DONOR-ADVISORS. ASSISTED DONOR-ADVISORS WITH PHILANTHROPIC ACTIVITIES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,837,372

Program Service Revenue $0

Investment Income $1,823,063

Other Revenue $30,210

TOTAL REVENUE $3,690,645

Expense Breakdown

Grants Paid $1,257,685

Salaries & Benefits $249,852

Fundraising Expenses $18,585

Program Expenses $1,321,800

Other Expenses $295,342

TOTAL EXPENSES $1,802,879

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,690,645	$1,453,961	+1.5%
Expenses	$1,802,879	$1,681,410	+0.1%
Net Income	$1,887,766	$-227,449	-9.3%

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

$110,350

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALISON LENNARZ	CHAIR	1.00	Officer Director	$0	$0	$0
MELINDA MORGAN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JACK HALDEMAN	TREASURER	1.00	Officer Director	$0	$0	$0
JOE HARROW	SECRETARY	1.00	Officer Director	$0	$0	$0
DAVID BUSH	TRUSTEE	1.00	Director	$0	$0	$0
DIAN CALDERONE	TRUSTEE	1.00	Director	$0	$0	$0
LORI CONEN	TRUSTEE	1.00	Director	$0	$0	$0
ANTHONY CONYERS III	TRUSTEE	1.00	Director	$0	$0	$0
JOHN FOGARTY	TRUSTEE	1.00	Director	$0	$0	$0
TI'JUANA GHOLSON	TRUSTEE	1.00	Director	$0	$0	$0
LEIGH HOUGHLAND	TRUSTEE	1.00	Director	$0	$0	$0
LISA LUCAS	TRUSTEE	1.00	Director	$0	$0	$0
AASHISH MATANI	TRUSTEE	1.00	Director	$0	$0	$0
PAUL MUSE	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD OVERY	TRUSTEE	1.00	Director	$0	$0	$0
IRIS PORUSH	TRUSTEE	1.00	Director	$0	$0	$0
HENRY RANGER	TRUSTEE	1.00	Director	$0	$0	$0
CARTER SONDERS	TRUSTEE	1.00	Director	$0	$0	$0
SCOTT STABLER	TRUSTEE	1.00	Director	$0	$0	$0
BARBARA WATSON	TRUSTEE	1.00	Director	$0	$0	$0
JEANNE ZEIDLER	TRUSTEE	1.00	Director	$0	$0	$0
BENNY ZHANG	TRUSTEE	1.00	Director	$0	$0	$0
REV JAN BROWN	TRUSTEE	1.00	Director	$0	$0	$0
TOM CARDWELL	TRUSTEE	1.00	Director	$0	$0	$0
NANCY COTE SULLIVAN	CHIEF EXECUTIVE OFFICER	40.00	Officer	$110,350	$0	$110,350

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	$3,690,645	$1,802,879	$31,276,780	$1,887,766
2023	$1,453,961	$1,681,410	$27,854,373	$-227,449
2022	$4,660,802	$1,564,129	$24,695,600	$3,096,673
2021	$4,204,878	$1,453,048	$29,075,622	$2,751,830
2020	$1,585,115	$1,189,415	$20,550,045	$395,700
2019	$9,642,419	$1,010,114	$19,019,460	$8,632,305

GREATER WILLIAMSBURG COMMUNITY TRUST