HEALTHY COMMUNITIES OF LYON AND STOREY COUNTIES (EIN 020610655) - 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

2002

Legal Domicile

Principal Officer

WENDY MADSON

Phone

7752467553

Tax Period

2023-01-01 to 2023-12-31

HEALTHY COMMUNITIES OF LYON AND STOREY COUNTIES, founded in 2002, is a community nonprofit in the Human Services sector that reported $7.0M in total revenue in fiscal year 2023. Expenses of $6.7M left a modest 3% surplus.

Mission

COMMUNITY EDUCATION AND TRAINING ON PREVENTION OF DRUG ALCHOHOL, TOBACCO AND OTHER RELATED USES.

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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 $6,663,144

Program Service Revenue $211,837

Investment Income $58,804

Other Revenue $26,104

TOTAL REVENUE $6,959,889

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,373,760

Fundraising Expenses $0

Program Expenses $6,389,688

Other Expenses $4,349,524

TOTAL EXPENSES $6,723,284

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,959,889	$7,236,670	0.0%
Expenses	$6,723,284	$7,391,365	-0.1%
Net Income	$236,605	$-154,695	-2.5%

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

122

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
SARAH ADLER	PRESIDENT	N/A	Officer Director	$0	$0	$0
ANNA COONS	BOARD MEMBER	N/A	Director	$0	$0	$0
SHAUN GRIFFIN	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
CHAD PACE	BOARD MEMBER	N/A	Director	$0	$0	$0
MICHELE WATKINS	SECRETARY/TR	N/A	Officer Director	$0	$0	$0
ANJI WINEBARGER	BOARD MEMBER	N/A	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
2024	No data	No data	No data	No data
2023	$6,959,889	$6,723,284	$2,187,000	$236,605
2022	$7,236,670	$7,391,365	$2,129,278	$-154,695
2021	$4,977,032	$4,782,829	$1,550,331	$194,203
2020	$4,909,091	$4,733,296	$1,383,123	$175,795
2019	$5,704,587	$5,395,865	$1,149,730	$308,722
2018	$2,406,397	$2,273,544	$882,501	$132,853

HEALTHY COMMUNITIES OF LYON AND STOREY COUNTIES