WILLIAMSBURG SETTLEMENT MAINTENANCE

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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

1977

Legal Domicile

Principal Officer

HEATHER COLKOS

Tax Period

2025-01-01 to 2025-12-31

WILLIAMSBURG SETTLEMENT MAINTENANCE, founded in 1977, is a small nonprofit in the Housing & Shelter sector that reported $646K in total revenue in fiscal year 2025. The organization ran a surplus of $110K, a strong 17% operating margin.

Mission

To provide maintenance and preservation of properties within the geographical area of the Association, a residential subdivision in Harris County, Texas

Program Service Accomplishments

Program 1

Expenses: $295,912

To provide landscaping, irrigation and general maintenance to all common and recreational areas these expenses benefit the entire community

Program 2

Expenses: $66,526

To provide pool and recreational maintenance to all common areas benefitting the community at large.

Program 3

Expenses: $58,344

To provide streetlights and common area utilities that benefit the entire community

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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 (2025)

Revenue Breakdown

Contributions & Grants $567,704

Program Service Revenue $0

Investment Income $47,463

Other Revenue $30,755

TOTAL REVENUE $645,922

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $420,782

Other Expenses $535,681

TOTAL EXPENSES $535,681

Year-over-Year Comparison

	2025	2024	Change
Revenue	$645,922	$656,431	0.0%
Expenses	$535,681	$597,903	-0.1%
Net Income	$110,241	$58,528	+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

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
SACHIE ETHERINGTON	DIRECTOR	2.00	Director	$0	$0	$0
JOHN MARTIN	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS SCHWEIGERT	DIRECTOR	2.00	Director	$0	$0	$0
HEATHER COLKOS	PRESIDENT	2.00	Officer	$0	$0	$0
DAVE ELLIS	SECRETARY TREASURER	2.00	Officer	$0	$0	$0
JAMES KELLEY	VICE PRESIDENT	2.00	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	$645,922	$535,681	$1,386,861	$110,241
2024	No data	No data	No data	No data
2023	$597,302	$499,934	$1,189,705	$97,368
2022	$582,451	$433,577	$1,047,319	$148,874
2021	$584,165	$510,814	$950,980	$73,351
2020	$585,027	$532,430	$912,325	$52,597
2019	$585,358	$506,958	$804,156	$78,400
2018	$579,536	$487,874	$674,001	$91,662