WOMEN'S INFORMATION SERVICE (WISE) OF THE UPPER VALLEY INC (EIN 020346512) - 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

1979

Legal Domicile

Principal Officer

MARGARET O'NEIL

Phone

6034485922

Tax Period

2024-07-01 to 2025-06-30

WOMEN'S INFORMATION SERVICE (WISE) OF THE UPPER VALLEY INC, founded in 1979, is a community nonprofit in the Human Services sector that reported $2.3M in total revenue in fiscal year 2024. Expenses of $2.1M left a modest 6% surplus.

Mission

WISE IS THE PRIMARY PROVIDER OF SUPPORT SERVICES TO SURVIVORS OF DOMESTIC VIOLENCE, SEXUAL VIOLENCE, STALKING, AND HUMAN TRAFFICKING IN TWENTY-THREE COMMUNITIES IN THE NORTHERN NEW ENGLAND COUNTIES OF GRAFTON (NH), WINDSOR (VT), AND ORANGE (VT).

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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 $2,108,524

Program Service Revenue $0

Investment Income $142,449

Other Revenue $30,943

TOTAL REVENUE $2,281,916

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,562,593

Fundraising Expenses $145,835

Program Expenses $1,930,929

Other Expenses $572,655

TOTAL EXPENSES $2,135,248

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,281,916	$2,151,410	+0.1%
Expenses	$2,135,248	$1,986,365	+0.1%
Net Income	$146,668	$165,045	-0.1%

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

$231,481

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNY LEVY	CHAIR	2.00	Officer Director	$0	$0	$0
MARTHA GOODRICH	DIRECTOR	2.00	Director	$0	$0	$0
KATE HARRISON	DIRECTOR	2.00	Director	$0	$0	$0
CLAIRE CHURCHILL	DIRECTOR	2.00	Director	$0	$0	$0
GAIL GENTES	SECRETARY	2.00	Officer Director	$0	$0	$0
JASON LICHTENSTEIN	DIRECTOR	2.00	Director	$0	$0	$0
MARGARET RIGHTMIRE	TREASURER	2.00	Officer Director	$0	$0	$0
WILLIAM THOMAS	DIRECTOR	2.00	Director	$0	$0	$0
ANGELA ZHANG	DIRECTOR	2.00	Director	$0	$0	$0
BETH AMES	DIRECTOR	2.00	Director	$0	$0	$0
SHERICE MCCARTHY-HILL	DIRECTOR	2.00	Director	$0	$0	$0
KAREN COLBERG	DIRECTOR	2.00	Director	$0	$0	$0
LAUREN ADAMS	VICE CHAIR	2.00	Officer Director	$0	$0	$0
MARGARET O'NEIL	EXECUTIVE DIRECTOR	40.00	Officer	$114,355	$25,607	$139,962
SUZANNE KELLY	FINANCE DIRECTOR	30.00	Officer	$83,976	$7,543	$91,519

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	$2,281,916	$2,135,248	$6,123,319	$146,668
2024	$2,151,410	$1,986,365	$5,974,357	$165,045
2023	$2,049,903	$1,789,174	$5,681,667	$260,729
2022	$2,490,119	$1,715,439	$5,462,437	$774,680
2021	$2,459,556	$1,676,510	$4,754,047	$783,046
2020	$1,764,964	$1,444,183	$3,650,246	$320,781
2019	$1,852,763	$1,350,820	$3,281,015	$501,943
2018	$1,852,075	$1,068,319	$3,007,698	$783,756

WOMEN'S INFORMATION SERVICE (WISE) OF THE UPPER VALLEY INC