WILLAMETTE MANOR INC (EIN 931020969) - 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

Phone

5412588178

Tax Period

2023-01-01 to 2023-12-31

WILLAMETTE MANOR INC, founded in 1989, is a community nonprofit in the Human Services sector that reported $2.5M in total revenue in fiscal year 2023. Revenue surged 52% from the prior year, signaling strong growth momentum.

Mission

To provide housing and services to low income elderly and disabled citizens of Linn County.

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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 $19,113

Program Service Revenue $1,806,268

Investment Income $172

Other Revenue $703,886

TOTAL REVENUE $2,529,439

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,640,702

Fundraising Expenses $0

Program Expenses $2,563,923

Other Expenses $923,221

TOTAL EXPENSES $2,563,923

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,529,439	$1,660,702	+0.5%
Expenses	$2,563,923	$1,834,818	+0.4%
Net Income	$-34,484	$-174,116	-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

Employees

Volunteers

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

$90,439

Key Employees

$60,629

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tara Smith	Chairperson	1.00	Officer Director	$0	$0	$0
Dr Robert Wimmer	Vice Chair	1.00	Officer Director	$0	$0	$0
Dr Jeanie Davis	Secretary	1.00	Officer Director	$0	$0	$0
David Madarus	Director	40.00	Director	$29,810	$0	$29,810
Kathy Hillary RN	Director	1.00	Director	$0	$0	$0
Monica Parks	Executive Director	40.00	Director Key Emp	$60,629	$0	$60,629

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	$2,529,439	$2,563,923	$1,347,206	$-34,484
2022	$1,660,702	$1,834,818	$1,419,285	$-174,116
2021	$1,437,530	$1,441,030	$1,615,232	$-3,500
2020	$1,631,849	$1,559,388	$1,761,626	$72,461
2019	$1,528,599	$1,490,118	$1,742,484	$38,481
2018	$1,458,099	$1,460,274	$1,791,654	$-2,175

WILLAMETTE MANOR INC