WESTMORELAND WHEELHOUSE INC

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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

2022

Legal Domicile

Principal Officer

KASEY WESTMORELAND

Phone

7042006091

Tax Period

2025-01-01 to 2025-12-31

WESTMORELAND WHEELHOUSE INC, founded in 2022, is a small nonprofit in the Human Services sector that reported $137K in total revenue in fiscal year 2025. Revenue fell 77% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $91K, a strong 66% operating margin.

Mission

FORGING A NEW WAY TO PROVIDE RELIABLE CAREGIVING, HOUSING AND INDEPENDENCE FOR SPINAL CORD INJURY ADULTS.

Program Service Accomplishments

Program 1

FORGING A NEW WAY TO PROVIDE RELIABLE CAREGIVING, HOUSING AND INDEPENDENCE FOR SPINAL CORD INJURY ADULTS.

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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 $117,860

Program Service Revenue $0

Investment Income $19,308

Other Revenue $0

TOTAL REVENUE $137,168

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $43,135

Other Expenses $39,649

TOTAL EXPENSES $46,640

Year-over-Year Comparison

	2025	2024	Change
Revenue	$137,168	$588,327	-0.8%
Expenses	$46,640	$26,010	+0.8%
Net Income	$90,528	$562,317	-0.8%

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

N/A

Employees

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHLEEN COYLE	DIRECTOR	N/A	Director	$0	$0	$0
TOMMY CROSS	SECRETARY	N/A	Director	$0	$0	$0
ROBERT IRVING	SECRETARY	N/A	Director	$0	$0	$0
TAMMY JACKSON	DIRECTOR	N/A	Director	$0	$0	$0
ANGIE JENKINS	DIRECTOR	N/A	Director	$0	$0	$0
DANIELLE ORTIZ	CAREGIVING A	N/A	Director	$0	$0	$0
CANDACE SMALL	VICE PRESIDE	N/A	Director	$0	$0	$0
AMY SMITH	DIRECTOR	N/A	Director	$0	$0	$0
KASEY WESTMORELAND	PRESDIENT	N/A	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	$137,168	$46,640	$697,385	$90,528
2024	No data	No data	No data	No data