J E WHEELOCK HOME ASSOCIATION (EIN 813617936) - 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

2016

Legal Domicile

Principal Officer

ELIZABETH WAGNER

Phone

5708882306

Tax Period

2023-01-01 to 2023-12-31

J E WHEELOCK HOME ASSOCIATION, founded in 2016, is a small nonprofit in the Recreation & Sports sector that reported $335K in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion.

Mission

JE WHEELOCK HOME ASSOCIATION WAS ORGANIZED TO CARRY OUT THE BUSINESS OF THE AMERICAN LEGION CLUB, WHICH HAS OPERATED THE AMERICAN LEGION LOCATION KNOWN AS POST 283 SINCE 1925. FIRST, THE J.E. WHEELOCK HOME ASSOCIATION WILL CONTINUE TO OPERATE A SOCIAL CLUB AND BAR FOR ITS MEMBERS.

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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 $0

Program Service Revenue $505

Investment Income $60

Other Revenue $334,795

TOTAL REVENUE $335,360

Expense Breakdown

Grants Paid $0

Salaries & Benefits $130,554

Fundraising Expenses $0

Other Expenses $203,823

TOTAL EXPENSES $334,377

Year-over-Year Comparison

	2023	2022	Change
Revenue	$335,360	$285,509	+0.2%
Expenses	$334,377	$296,883	+0.1%
Net Income	$983	$-11,374	-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

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
ALBERT CORNEBY	TRUSTEE	2.00	Officer Director	$0	$0	$0
CHRISTOPHER LERCHE	TREASURER	2.00	Officer Director	$0	$0	$0
BRUCE NEWMAN	1ST VICE PRE	2.00	Director	$0	$0	$0
JAMES SAXON	2ND VICE PRE	2.00	Director	$0	$0	$0
MARVIN STIGER	TRUSTEE	2.00	Director	$0	$0	$0
ELIZABETH WAGNER	PRESIDENT	2.00	Officer Director	$0	$0	$0
RICHARD WOLCOTT	TRUSTEE	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
2024	No data	No data	No data	No data
2023	$335,360	$334,377	$34,333	$983
2022	$285,509	$296,883	$38,182	$-11,374
2021	$292,904	$282,191	$51,464	$10,713
2020	$239,827	$253,235	$32,424	$-13,408
2019	$302,119	$320,300	$45,774	$-18,181
2018	$302,682	$336,420	$63,955	$-33,738

J E WHEELOCK HOME ASSOCIATION