WINTER GARDEN HERITAGE FOUNDATION … - Form 990 Financial Data

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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

1993

Legal Domicile

Principal Officer

FRANK CHASE

Phone

4076563244

Tax Period

2024-10-01 to 2025-09-30

WINTER GARDEN HERITAGE FOUNDATION INC, founded in 1993, is a small nonprofit in the Arts, Culture & Humanities sector that reported $476K in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. Net assets of $2.6M represent 66 months of operating reserves.

Mission

TO PRESERVE THE HERITAGE AND ARCHITECTURE OF WINTER GARDEN WHILE CREATING NEW CULTURAL EXPERIENCES.

Program Service Accomplishments

Program 1

Expenses: $348,691

The Winter Garden Heritage Foundation operates two museums and a visitors' center in Winter Garden, Florida. The Foundation also operates an archive which houses a vast collection documenting the...

The Winter Garden Heritage Foundation operates two museums and a visitors' center in Winter Garden, Florida. The Foundation also operates an archive which houses a vast collection documenting the history of West Orange County. This collection is utilized to educate the area's youth on the community's rich history through use in educational programs, tours and exhibitions.

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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 (2024)

Revenue Breakdown

Contributions & Grants $295,189

Program Service Revenue $0

Investment Income $59,446

Other Revenue $121,707

TOTAL REVENUE $476,342

Expense Breakdown

Grants Paid $0

Salaries & Benefits $227,990

Fundraising Expenses $84,345

Program Expenses $348,691

Other Expenses $248,925

TOTAL EXPENSES $476,915

Year-over-Year Comparison

	2024	2023	Change
Revenue	$476,342	$365,143	+0.3%
Expenses	$476,915	$354,019	+0.3%
Net Income	$-573	$11,124	-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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRANK CHASE	President	10.00	Officer Director	$0	$0	$0
MIKE FORRESTER	Vice President	6.00	Officer Director	$0	$0	$0
LARRY CAPPLEMAN	Treasurer	6.00	Officer Director	$0	$0	$0
PHIL CROSS	Secretary	6.00	Officer Director	$0	$0	$0
WARD BRITT	Director	2.00	Director	$0	$0	$0
HOWARD BROWN	Director	2.00	Director	$0	$0	$0
AJ BURNETT	Director	2.00	Director	$0	$0	$0
TOM BURNETT	Director	2.00	Director	$0	$0	$0
STINA D'UVA	Director	2.00	Director	$0	$0	$0
AMANDA DALUGA	Director	2.00	Director	$0	$0	$0
CYNDI GUSTAFSON	Director	2.00	Director	$0	$0	$0
ILIANI JONES	Director	2.00	Director	$0	$0	$0
AMY PRICE	Director	2.00	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
2025	$476,342	$476,915	$2,623,387	$-573
2024	$365,143	$354,019	$2,556,075	$11,124
2023	$361,521	$319,199	$2,376,784	$42,322
2022	$360,560	$318,014	$2,280,861	$42,546
2021	$1,600,607	$297,109	$2,421,717	$1,303,498
2020	$235,919	$266,642	$1,156,383	$-30,723
2019	$273,960	$421,584	$1,160,925	$-147,624
2018	$378,173	$439,838	$1,305,377	$-61,665

WINTER GARDEN HERITAGE FOUNDATION INC