HEART OF WINOOSKI FOUNDATION INC

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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

2020

Legal Domicile

Principal Officer

Sean McMannon

Phone

8023836000

Tax Period

2021-01-01 to 2021-12-31

HEART OF WINOOSKI FOUNDATION INC, founded in 2020, is a small nonprofit in the Education sector that reported $204K in total revenue in fiscal year 2021. The organization ran a surplus of $204K, a strong 100% operating margin.

Mission

The Heart of Winooski Foundation exists to support the educational mission and long-range goals of the Winooski School District.

Program Service Accomplishments

Program 1

Expenses: $0 Revenue: $0

The Heart of Winooski Foundation successfully submitted a grant application to support the food pantry that is being built at the Winooski School District. The HOW Board met several times during the year to refine its Mission, Vision & Fundraising goals for the coming year. All meetings of the Board occurred virtually at no cost to the Foundation.

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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 (2021)

Revenue Breakdown

Contributions & Grants $201,696

Program Service Revenue $0

Investment Income $2,197

Other Revenue $0

TOTAL REVENUE $203,893

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $218

TOTAL EXPENSES $218

Year-over-Year Comparison

	2021	2020	Change
Revenue	$203,893	$203,893	N/A
Expenses	$218	$218	N/A
Net Income	$203,675	$203,675	N/A

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
Steven Berbeco	Board Member	0.2	Director	$0	$0	$0
James Duncan	Board Member	0.2	Director	$0	$0	$0
George Cross	Board Member	0.2	Director	$0	$0	$0
Raseda Be	Board Member	0.2	Director	$0	$0	$0
James Bardewa	Board Member	0.2	Director	$0	$0	$0
Joy Ronan-Renold	Board Member	0.2	Director	$0	$0	$0
Kassian Prior	Board Member	0.2	Director	$0	$0	$0
Sean McMannon	President	0.25	Officer	$0	$0	$0
Emily Hecker	Secretary	1	Officer	$0	$0	$0
Nicole Mace	Treasurer	0.25	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
2021	$203,893	$218	$240,371	$203,675