WORLD MILLWORK ALLIANCE (EIN 620366120) - 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

1964

Legal Domicile

Phone

7273723665

Tax Period

2023-01-01 to 2023-12-31

WORLD MILLWORK ALLIANCE, founded in 1964, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2023. The organization ran a surplus of $460K, a strong 28% operating margin.

Mission

THE ASSOCIATION IS ENGAGED IN THE PROMOTION OF MARKETS AND USES FOR PRODUCTS OF THE MILLWORK INDUSTRY AND THE DISSEMINATION OF INFORMATION DEALING WITH THE WELFARE OF THE INDUSTRY.

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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 $558,421

Program Service Revenue $956,644

Investment Income $136,578

Other Revenue $18,113

TOTAL REVENUE $1,669,756

Expense Breakdown

Grants Paid $0

Salaries & Benefits $650,003

Fundraising Expenses $0

Other Expenses $559,433

TOTAL EXPENSES $1,209,436

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,669,756	$1,559,659	+0.1%
Expenses	$1,209,436	$1,321,621	-0.1%
Net Income	$460,320	$238,038	+0.9%

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

$308,596

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROSALIE LEONE	President & CEO	50.00	Officer	$295,492	$13,104	$308,596
DENISE PESKE	N/A	40.00		$113,438	$14,608	$128,046
JESSICA FERRIS	N/A	40.00		$102,041	$698	$102,739
AMANDA SMITH	N/A	40.00		$87,770	$698	$88,468
STEFANI PASCO-VITALE	N/A	40.00		$6,115	$0	$6,115
Brandon Barnes	Trustee	0.00	Director	$0	$0	$0
Rod Beason	Trustee	0.00	Director	$0	$0	$0
Nick Copeland	Trustee	0.00	Director	$0	$0	$0
Will Hicks	Trustee	0.00	Director	$0	$0	$0
John Humphrey	Trustee	0.00	Director	$0	$0	$0
Bob Magbee	Trustee	0.00	Director	$0	$0	$0
Scott Marolf	Trustee	0.00	Director	$0	$0	$0
Phil Odom	Trustee	0.00	Director	$0	$0	$0
Mark Savage	Trustee	0.00	Director	$0	$0	$0
John Sewall	Chairman	0.00	Officer	$0	$0	$0
Dan Barber	Treasurer	0.00	Officer	$0	$0	$0
Jon Bayer	Trustee	0.00	Officer	$0	$0	$0
Carl McKenzie	Trustee	0.00	Officer	$0	$0	$0
Townes Parsley	Trustee	0.00	Officer	$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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$1,669,756	$1,209,436	$4,506,133	$460,320
2022	$1,559,659	$1,321,621	$3,985,658	$238,038
2021	$1,134,077	$1,050,485	$4,057,982	$83,592
2020	$589,925	$941,288	$3,914,836	$-351,363
2019	$1,197,018	$1,070,464	$4,026,919	$126,554

WORLD MILLWORK ALLIANCE