INTERIOR WEATHERIZATION INC (EIN 920112206) - 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

1985

Legal Domicile

Principal Officer

KIMBERLY CARLO

Phone

9074525323

Tax Period

2024-04-01 to 2025-03-31

INTERIOR WEATHERIZATION INC, founded in 1985, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year.

Mission

WEATHERIZATION AND REHABILITATION OF HOMES FOR LOW TO MODERATE INCOME PERSONS.

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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 $1,746,255

Program Service Revenue $9,125

Investment Income $422

Other Revenue $0

TOTAL REVENUE $1,755,802

Expense Breakdown

Grants Paid $0

Salaries & Benefits $838,425

Fundraising Expenses $0

Program Expenses $1,541,627

Other Expenses $879,928

TOTAL EXPENSES $1,718,353

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,755,802	$1,899,689	-0.1%
Expenses	$1,718,353	$1,867,445	-0.1%
Net Income	$37,449	$32,244	+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

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

$260,933

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHAUN SIMS	VICE PRESIDENT	0.10	Officer Director	$0	$0	$0
JACK SCHMID	PRESIDENT	0.10	Officer Director	$0	$0	$0
KATHY NICHOLS	SECRETARY	0.10	Officer Director	$0	$0	$0
CATHY DAUNAIS	TREASURER, OUTGOING	0.10	Officer Director	$0	$0	$0
CRAIG MCCAA	TREASURER, INCOMING	0.10	Officer Director	$0	$0	$0
ANGELA KETZLER	FINANCIAL COORDINATOR, OUTGOING	24.00	Officer	$63,111	$17,355	$80,466
JIM LEE	EXECUTIVE DIRECTOR, OUTGOING	24.00	Officer	$29,728	$10,329	$40,057
SYLVIA DOTSON	FINANCIAL COORDINATOR, INCOMING	32.00	Officer	$62,215	$12,591	$74,806
KIMBERLY CARLO	EXECUTIVE DIRECTOR, INCOMING	32.00	Officer	$50,886	$14,718	$65,604

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	$1,755,802	$1,718,353	$959,818	$37,449
2024	$1,899,689	$1,867,445	$1,054,698	$32,244
2023	$1,639,859	$1,605,432	$918,445	$34,427
2022	$1,836,798	$1,810,706	$853,193	$26,092
2021	$1,544,762	$1,506,642	$921,438	$38,120
2020	$1,506,959	$1,477,756	$767,115	$29,203
2019	$1,769,827	$1,754,380	$718,021	$15,447
2018	$1,552,462	$1,564,715	$826,295	$-12,253

INTERIOR WEATHERIZATION INC