THE WEATHERFORD SQUARE INITIATIVE INC (EIN 861538252) - 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

2021

Legal Domicile

Principal Officer

LYNDSIE MONTGOMERY

Phone

8173040176

Tax Period

2025-01-01 to 2025-12-31

THE WEATHERFORD SQUARE INITIATIVE INC, founded in 2021, is a small nonprofit in the Community Improvement sector that reported $238K in total revenue in fiscal year 2025. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

THE WEATHERFORD SQUARE INITIATIVE, INC. LOOKS TO PROVIDE A FUNDING PATHWAY FOR CHARITABLE, EDUCATIONAL AND PUBLIC PURPOSE ACTIVITIES SUCH AS COMMUNITY FESTIVALS, RESIDENTIAL DEVELOPMENT AND PARK MANAGEMENT.

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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 $213,624

Program Service Revenue $0

Investment Income $0

Other Revenue $23,974

TOTAL REVENUE $237,598

Expense Breakdown

Grants Paid $0

Salaries & Benefits $97,987

Fundraising Expenses $0

Program Expenses $232,341

Other Expenses $134,354

TOTAL EXPENSES $232,341

Year-over-Year Comparison

	2025	2024	Change
Revenue	$237,598	$217,135	+0.1%
Expenses	$232,341	$208,205	+0.1%
Net Income	$5,257	$8,930	-0.4%

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

$91,017

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LYNDSIE MONTGOMERY	EXECUTIVE DI	40.00	Director	$91,017	$0	$91,017
JOHNNY CAMPBELL	DIRECTOR	2.00	Director	$0	$0	$0
RYAN ZAMARRON	DIRECTOR	2.00	Director	$0	$0	$0
JACK EGGLESTON	VICE CHAIR	2.00	Officer	$0	$0	$0
CANDICE LAMDIN	CHAIR	2.00	Officer	$0	$0	$0
MATT MILLIGAN	TREASURER	2.00	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	$237,598	$232,341	$37,114	$5,257
2024	$217,135	$208,205	$31,850	$8,930
2023	$235,277	$239,131	$22,918	$-3,854
2022	$144,004	$172,509	$23,733	$-28,505
2022	$144,004	$172,509	$23,733	$-28,505

THE WEATHERFORD SQUARE INITIATIVE INC