WESTERN ORGANIZATION OF RESOURCE C… - 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

1989

Legal Domicile

Principal Officer

DEB LOVE

Phone

4062529672

Tax Period

2023-01-01 to 2023-12-31

WESTERN ORGANIZATION OF RESOURCE COUNCILS EDUCATION PROJECT, founded in 1989, is a community nonprofit in the Community Improvement sector that reported $7.1M in total revenue in fiscal year 2023. Expenses of $6.3M left a modest 12% surplus.

Mission

TO SUPPORT THE CHARITABLE AND EDUCATIONAL ACTIVITIES (WITHIN THE MEANING OF THE INTERNAL REVENUE CODE SECTION 501(C)(3)) OF THE WESTERN ORGANIZATION OF RESOURCE COUNCILS (WORC) A PUBLICLY SUPPPORTED SECTION 501 (C)(4) ORGANIZATION, AS PERMITTED BY THE TREASURY.

Program Service Accomplishments

Program 1

Expenses: $3,158,130 Revenue: $225,542

THE WORC EDUCATION PROJECT MADE GRANTS TO SEVERAL 501(C)(3) ORGANIZATIONS TO ASSIST WITH STAFF MANAGEMENT AND MEMBERSHIP DEVELOPMENT, ENGAGE MEMBERS IN CIVIC INVOLVEMENT THROUGH COMMUNITY BOARDS AND COMMISSIONS, PROMOTE CLEAN RENEWABLE ENERGY, AND PROVIDE RESPONSIBLE DEVELOPMENT OF NON-RENEWABLE ENERGY RESOURCES.

Program 2

Expenses: $2,674,185

THE WORC EDUCATION PROJECT MADE A RESTRICTED GRANT TO WORC TO UNDERTAKE COMMUNITY ORGANIZING, PUBLIC EDUCATION, LEADERSHIP, STAFF DEVELOPMENT, TRAINING AND PUBLIC POLICY PROGRAMS.

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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 $6,603,179

Program Service Revenue $225,542

Investment Income $274,955

Other Revenue $42,721

TOTAL REVENUE $7,146,397

Expense Breakdown

Grants Paid $5,832,315

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,832,315

Other Expenses $422,822

TOTAL EXPENSES $6,255,137

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,146,397	$6,779,754	+0.1%
Expenses	$6,255,137	$8,713,977	-0.3%
Net Income	$891,260	$-1,934,223	-1.5%

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

$193,557

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NANCY HARTENHOFF-CROOKS	CHAIR	0.10	Officer Director	$0	$0	$0
NORM CIMON	SECRETARY/TREASURER	0.10	Officer Director	$0	$0	$0
DENA HOFF	DIRECTOR	0.10	Director	$0	$0	$0
CHARLENE ALDEN	DIRECTOR	0.10	Director	$0	$0	$0
MARIELENA VEGA	DIRECTOR	0.10	Director	$0	$0	$0
LINDA WEISS	DIRECTOR	0.10	Director	$0	$0	$0
LYNNE HUSKINSON	VICE CHAIR	0.10	Officer Director	$0	$0	$0
SARA KENDALL	EXECUTIVE DIRECTOR	2.00	Officer	$0	$5,061	$106,279
KERRI NELSON WOLENETZ	FINANCE DIRECTOR	2.00	Officer	$0	$4,222	$87,278

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	$7,146,397	$6,255,137	$6,610,243	$891,260
2022	$6,779,754	$8,713,978	$5,827,294	$-1,934,224
2021	$9,479,621	$4,488,115	$7,655,474	$4,991,506
2020	$5,689,552	$5,281,468	$2,904,165	$408,084
2019	$4,788,338	$4,789,239	$2,448,821	$-901
2018	$3,582,462	$3,166,705	$2,440,575	$415,757

WESTERN ORGANIZATION OF RESOURCE COUNCILS EDUCATION PROJECT