THE WILLOWS FOUNDATION INC (EIN 952078512) - Form 990 Financial Analysis & Trantor Score

🔒

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

1956

Legal Domicile

Principal Officer

DAVID STEPHEN DEWINDT

Phone

9495865220

Tax Period

2023-10-01 to 2024-09-30

THE WILLOWS FOUNDATION INC, founded in 1956, is a community nonprofit in the Human Services sector that reported $4.4M in total revenue in fiscal year 2023.

Mission

TO NURTURE A GRACE-LED COMMUNITY OF COMPASSIONATE AND FORWARD-THINKING CHRISTIAN SCIENTISTS DEDICATED TO BOUNDLESS SPIRITUAL GROWTH AND SERVICE.

🔒

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 $397,967

Program Service Revenue $3,489,341

Investment Income $461,749

Other Revenue $53,864

TOTAL REVENUE $4,402,921

Expense Breakdown

Grants Paid $116,242

Salaries & Benefits $2,399,018

Fundraising Expenses $72,934

Program Expenses $3,850,822

Other Expenses $2,017,750

TOTAL EXPENSES $4,604,928

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,402,921	$4,140,075	+0.1%
Expenses	$4,604,928	$4,633,635	0.0%
Net Income	$-202,007	$-493,560	-0.6%

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

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

$266,700

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD CLARKE	BOARD PRESIDENT	5.00	Officer Director	$0	$0	$0
DOUG YEOMAN	BOARD TREASURER	2.00	Officer Director	$0	$0	$0
DAVID COOK	DIRECTOR	2.00	Director	$0	$0	$0
DORENE FORD	DIRECTOR	2.00	Director	$0	$0	$0
TOM SEBRING	DIRECTOR	2.00	Director	$0	$0	$0
ELIZABETH JONES	DIRECTOR	2.00	Director	$0	$0	$0
STEVE DEWINDT	EXECUTIVE DIRECTOR	40.00	Officer	$130,000	$41,700	$171,700
SANDRA REIFF	FINANCE DIRECTOR	40.00	Officer	$95,000	$0	$95,000

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	$4,402,921	$4,604,928	$8,285,522	$-202,007
2023	$4,140,075	$4,633,635	$8,409,216	$-493,560
2022	$5,136,704	$4,395,710	$8,636,869	$740,994
2021	$4,328,616	$3,599,938	$8,195,652	$728,678
2020	$3,237,293	$3,601,669	$7,278,198	$-364,376
2019	$3,171,595	$3,281,011	$7,710,740	$-109,416
2018	$4,303,968	$3,294,131	$7,728,653	$1,009,837

THE WILLOWS FOUNDATION INC