PW LITCHFIELD HERITAGE CENTER (EIN 861041362) - 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

2001

Legal Domicile

Principal Officer

JUDY COOK

Phone

6235354414

Tax Period

2024-07-01 to 2025-06-30

PW LITCHFIELD HERITAGE CENTER, founded in 2001, is a small nonprofit in the Arts, Culture & Humanities sector that reported $223K in total revenue in fiscal year 2024. The organization ran a surplus of $134K, a strong 60% operating margin.

Mission

To encourage interest and awareness into the history of Litchfield Park and the Southwest valley through exhibits, programs and research.

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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 (2024)

Revenue Breakdown

Contributions & Grants $83,998

Program Service Revenue $2,374

Investment Income $118,818

Other Revenue $17,463

TOTAL REVENUE $222,653

Expense Breakdown

Grants Paid $0

Salaries & Benefits $27,243

Fundraising Expenses $0

Program Expenses $37,618

Other Expenses $61,367

TOTAL EXPENSES $88,610

Year-over-Year Comparison

	2024	2023	Change
Revenue	$222,653	$215,918	+0.0%
Expenses	$88,610	$57,440	+0.5%
Net Income	$134,043	$158,478	-0.2%

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

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
NANCY SCHAFER	Director	30.00	Officer Director	$0	$0	$0
MEREDETH STUCKY	Secretary	20.00	Officer Director	$0	$0	$0
JUDY COOK	President	30.00	Officer Director	$0	$0	$0
KAREN KRAUSE	Treasurer	30.00	Officer Director	$0	$0	$0
LINDA LAMM	Director	5.00	Director	$0	$0	$0
RUBEN ROSALES	Director	6.00	Director	$0	$0	$0
LIBBY ROUSE	Director	7.00	Director	$0	$0	$0
MARK PELLETIER	Director	7.00	Director	$0	$0	$0
BOB FIELD	Vice President	10.00	Officer Director	$0	$0	$0
MARY DICKSON	Director	10.00	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
2025	$222,653	$88,610	$2,738,099	$134,043
2024	$215,918	$57,440	$2,602,118	$158,478
2023	$349,093	$33,046	$2,443,792	$316,047
2022	$349,272	$36,498	$2,127,789	$312,774
2021	$784,916	$118,712	$1,813,291	$666,204
2020	$913,524	$37,013	$1,147,107	$876,511
2019	$240,771	$78,688	$266,700	$162,083

PW LITCHFIELD HERITAGE CENTER