WINDERMERE FOUNDATION

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

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

EVERY TIME A WINDERMERE SALES ASSOCIATE SELLS A HOME, A PORTION OF THE COMMISSION GOES TO THE WINDERMERE FOUNDATION, WHICH WAS ESTABLISHED IN 1989. CONTRIBUTIONS FROM WINDERMERE AGENTS, COMBINED WITH CONTRIBUTIONS FROM WINDERMERE EMPLOYEES AND THE PUBLIC HAVE ALLOWED THE WINDERMERE FOUNDATION TO DISTRIBUTE OVER $2 MILLION DOLLARS ANNUALLY IN RECENT YEARS TO NON-PROFIT AGENCIES DEDICATED TO HELPING HOMELESS AND LOW-INCOME FAMILES.

Program Service Accomplishments

Program 1

Expenses: $916,460

EMERGENCY FAMILY ASSISTANCE:FINANCIAL SUPPORT FOR LOW INCOME FAMILIES IN EMERGENCY SITUATIONS (I.E. MEDICAL AND UTILITIES). NON-PROFIT AGENCIES RECEIVING WINDERMERE FOUNDATION DOLLARS HAVE FURNISHED EMERGENCY AND TRANSITIONAL HOUSING, HAVE SUBSIDIZED COSTS FOR SERVICES SUCH AS HEALTH CARE, EMPLOYMENT COUNSELING, PLACEMENT AND TRAINING, DAY CARE, SCHOLARSHIPS AND MUCH MORE.

Program 2

Expenses: $895,827

YOUTH/CHILD PROGRAMS:SERVICES ARE PROVIDED TO CHILDREN AND YOUTH FROM LOW INCOME AND HOMELESS FAMILIES. THE WINDEREMERE KIDS AT THE Y PROGRAM HAS BEEN DESIGNATED MORE THAN $250,000 TO PROVIDE...

YOUTH/CHILD PROGRAMS:SERVICES ARE PROVIDED TO CHILDREN AND YOUTH FROM LOW INCOME AND HOMELESS FAMILIES. THE WINDEREMERE KIDS AT THE Y PROGRAM HAS BEEN DESIGNATED MORE THAN $250,000 TO PROVIDE HUNDREDS OF UNDERPRIVILEGED YOUTH AFTER SCHOOL ENRICHMENT PROGRAMS AND QUALITY CHILD CARE AT ALREADY SELECTED YMCA SITES ACROSS THE WEST.

Program 3

Expenses: $433,763

FOOD SUPPORT:FOOD SUPPORT IS PROVIDED TO THOSE IN NEED OF ASSISTANCE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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