Waban Association (EIN 010280513) - 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

1968

Legal Domicile

Principal Officer

Jennifer Putnam

Phone

2073247955

Tax Period

2021-07-01 to 2022-06-30

Waban Association, founded in 1968, is a micro nonprofit that reported $3K in total revenue in fiscal year 2021. Revenue fell 98% from the prior year — a significant decline worth monitoring.

Mission

To fund the general welfare and education of persons with developmental disabilities.

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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 (2021)

Revenue Breakdown

Contributions & Grants $1,792

Program Service Revenue $0

Investment Income $1,371

Other Revenue $0

TOTAL REVENUE $3,163

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2021	2020	Change
Revenue	$3,163	$147,485	-1.0%
Expenses	N/A	$11,235	-1.0%
Net Income	N/A	$136,250	N/A

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

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
Rosemary Frank	Treasurer	1.00	Officer Director	$0	$0	$0
Robert Lawler	Director	0.50	Director	$0	$0	$0
Luann Lawler	Director	0.50	Director	$0	$0	$0
Rachel Titherington	Secretary	1.00	Officer Director	$0	$0	$0
Leo Lamoureux	President	1.00	Officer Director	$0	$0	$0
RJ Legere	Vice President	1.00	Officer Director	$0	$0	$0
Roberta Milo	Director	0.50	Director	$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
2022	$3,163	No data	No data	No data
2021	$147,485	$11,235	$1,582,131	$136,250
2020	$111,021	$22,581	$1,445,056	$88,440
2019	$130,730	$88,475	$1,411,386	$42,255

Waban Association