WINDTHORST HERITAGE INC (EIN 742827843) - 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

1997

Legal Domicile

Principal Officer

ADRIANNE MELENDEZ

Phone

6206403685

Tax Period

2025-01-01 to 2025-12-31

WINDTHORST HERITAGE INC, founded in 1997, is a small nonprofit in the Arts, Culture & Humanities sector that reported $199K in total revenue in fiscal year 2025. Revenue surged 172% from the prior year, signaling strong growth momentum. The organization ran a surplus of $130K, a strong 65% operating margin.

Mission

HISTORICAL BUILDING PRESERVATION AND FAMILY HERITAGE

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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 $113,887

Program Service Revenue $0

Investment Income $73,196

Other Revenue $11,450

TOTAL REVENUE $198,533

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $578

Other Expenses $69,024

TOTAL EXPENSES $69,024

Year-over-Year Comparison

	2025	2024	Change
Revenue	$198,533	$73,068	+1.7%
Expenses	$69,024	$64,798	+0.1%
Net Income	$129,509	$8,270	+14.7%

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

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
JR DARCY	DIRECTOR	0.00	Director	$0	$0	$0
DORIS MENG	EXEC SECRETARY	1.00	Director	$0	$0	$0
GILES ISSINGHOFF	DIRECTOR	0.00	Director	$0	$0	$0
CAROL CORRELL	DIRECTOR	0.00	Director	$0	$0	$0
KEVIN RABE	VICE PRESIDENT	0.00	Officer Director	$0	$0	$0
JEANNIE BURKHART	DIRECTOR	0.00	Director	$0	$0	$0
MIKE BURKHART	DIRECTOR	0.00	Director	$0	$0	$0
GWEN SCHULTE	DIRECTOR	0.00	Director	$0	$0	$0
BRAD ISRAEL	DIRECTOR	0.00	Director	$0	$0	$0
HATTRUP NANCY	DIRECTOR	0.00	Director	$0	$0	$0
ADRIANNE MELENDEZ	PRESIDENT	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	$198,533	$69,024	$839,643	$129,509
2024	$73,068	$64,798	$710,134	$8,270
2023	$69,969	$68,447	$701,864	$1,522
2022	$41,832	$59,165	$698,645	$-17,333
2021	$127,555	$129,624	$715,978	$-2,069
2020	$219,471	$45,748	$718,047	$173,723
2019	$60,637	$41,082	$544,324	$19,555
2018	$130,773	$113,944	$524,281	$16,829

WINDTHORST HERITAGE INC