WHEELING NATIONAL HERITAGE AREA FOUNDATI (EIN 550779747) - 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

1994

Legal Domicile

Principal Officer

SCOTT SCHENERLEIN

Phone

3042323087

Tax Period

2023-10-01 to 2024-09-30

WHEELING NATIONAL HERITAGE AREA FOUNDATI, founded in 1994, is a small nonprofit in the Community Improvement sector that reported $165K in total revenue in fiscal year 2023. Revenue surged 239% from the prior year, signaling strong growth momentum. Expenses of $156K left a modest 6% surplus.

Mission

THE EXEMPT PURPOSE IS TO SUPPORT THE QUALITY OF LIFE AND ACTIVITY IN THE WHEELING NATIONAL HERITAGE AREA THROUGH BEAUTIFICATION PROJECTS AS WELL AS BY ACQUIRING AND PRESERVING HISTORICALLY SIGNIFICANT STRUCTURES.

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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 $147,837

Program Service Revenue $0

Investment Income $17,193

Other Revenue $0

TOTAL REVENUE $165,030

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $9,486

Other Expenses $155,924

TOTAL EXPENSES $155,924

Year-over-Year Comparison

	2023	2022	Change
Revenue	$165,030	$48,745	+2.4%
Expenses	$155,924	$140,884	+0.1%
Net Income	$9,106	$-92,139	-1.1%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAY FREY	CHAIRMAN	0.25	Officer Director	$0	$0	$0
WALKER HOLLOWAY	VICE CHAIRMAN	0.25	Officer Director	$0	$0	$0
JEANNE FINSTEIN	TREASURER	0.25	Officer Director	$0	$0	$0
SCOTT SCHENERLEIN	SECRETARY	0.25	Officer Director	$0	$0	$0
PETE HOLLOWAY	BOARD MEMBER	0.25	Director	$0	$0	$0
NATALIE HAMILTON	BOARD MEMBER	0.25	Director	$0	$0	$0
KIM MCCLUSKEY	BOARD MEMBER	0.25	Director	$0	$0	$0
CRAIG O'LEARY	BOARD MEMBER	0.25	Director	$0	$0	$0
JESSICA BARCLAY	BOARD MEMBER	0.25	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	$165,030	$155,924	$517,517	$9,106
2023	$48,745	$140,884	$535,685	$-92,139

WHEELING NATIONAL HERITAGE AREA FOUNDATI