WINDERMERE FOUNDATION (EIN 911440894) - 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

1989

Legal Domicile

Principal Officer

CHRISTINE WOOD

Phone

2065273801

Tax Period

2023-01-01 to 2023-12-31

WINDERMERE FOUNDATION, founded in 1989, is a community nonprofit in the Human Services sector that reported $2.4M in total revenue in fiscal year 2023. Revenue fell 34% from the prior year — a significant decline worth monitoring. Expenses of $3.2M exceeded revenue, resulting in a 34% operating deficit.

Mission

THE WINDERMERE FOUNDATION SUPPORTS LOW-INCOME & HOMELESS FAMILIES WITH FINANCIAL ASSISTANCE FOR CHILDREN'S PROGRAMS, EMERGENCY OR SHORT-TERM SHELTER OR ASSISTANCE, SCHOOL ASSISTANCE, AND SCHOLARSHIPS.

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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 $2,917,212

Program Service Revenue $0

Investment Income $46,912

Other Revenue $-559,238

TOTAL REVENUE $2,404,886

Expense Breakdown

Grants Paid $3,056,288

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,056,288

Other Expenses $158,415

TOTAL EXPENSES $3,214,703

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,404,886	$3,665,059	-0.3%
Expenses	$3,214,703	$3,219,079	0.0%
Net Income	$-809,817	$445,980	-2.8%

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

300

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
JILL WOOD	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
MARK OSTER	TREASURER	1.00	Officer Director	$0	$0	$0
CHRISTINE WOOD	EXECUTIVE DIRECTOR	32.00	Officer	$0	$0	$0
BROOKS BURTON	PRESIDENT	1.00	Officer	$0	$0	$0
VANESSA WHEELER	SECRETARY	1.00	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
2024	No data	No data	No data	No data
2023	$2,404,886	$3,214,703	$3,265,556	$-809,817
2022	$3,665,059	$3,219,079	$4,064,670	$445,980
2021	$2,610,545	$2,303,356	$3,632,336	$307,189
2020	$2,392,643	$2,490,321	$3,324,182	$-97,678
2019	$2,843,333	$2,539,177	$3,422,310	$304,156
2018	$2,312,173	$2,026,862	$3,118,154	$285,311

WINDERMERE FOUNDATION