THE WILSON HOUSE OF EAST DORSET (EIN 030317469) - 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

1988

Legal Domicile

Phone

8023625524

Tax Period

2023-01-01 to 2023-12-31

THE WILSON HOUSE OF EAST DORSET, founded in 1988, is a small nonprofit that reported $778K in total revenue in fiscal year 2023. Expenses of $686K left a modest 12% surplus.

Mission

The Wilson House of East Dorset is a historic destination as it is the birthplace of Bill Wilson, the co-founder of Alcoholics Anonymous. The organization provides education, seminars and retreats regarding recovery from the disease of alcoholism and addiction utilizing the 12 step program first introduced by Alcoholic Anonymous.

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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 $505,729

Program Service Revenue $202,958

Investment Income $30,474

Other Revenue $39,054

TOTAL REVENUE $778,215

Expense Breakdown

Grants Paid $0

Salaries & Benefits $229,593

Fundraising Expenses $61,758

Program Expenses $488,788

Other Expenses $456,396

TOTAL EXPENSES $685,989

Year-over-Year Comparison

	2023	2022	Change
Revenue	$778,215	$724,440	+0.1%
Expenses	$685,989	$646,447	+0.1%
Net Income	$92,226	$77,993	+0.2%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GORDON CALDER	Director	1.00	Director	$0	$0	$0
PHIL CONLON	Director	1.00	Director	$0	$0	$0
GREGORY HAIN	Director	1.00	Director	$0	$0	$0
CONNOR MAY	Secretary	1.00	Officer Director	$0	$0	$0
LIZ MILLER	Director	1.00	Director	$0	$0	$0
ELISE REDMOND	VICE CHAIR	1.00	Officer Director	$0	$0	$0
SEAN CONDON	Treasurer	1.00	Officer Director	$0	$0	$0
SUSAN KLEINER	CHAIR	1.00	Officer Director	$0	$0	$0
KEVIN BOHAN	Director	1.00	Director	$0	$0	$0
LORRAINE HOGAN	Director	1.00	Director	$0	$0	$0
MICHAEL HEMMER	Director	1.00	Director	$0	$0	$0
MARTY HERSAM	Director	1.00	Director	$0	$0	$0
ELIZABETH SUDLER	Director	1.00	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	$778,215	$685,989	$2,082,505	$92,226
2022	$724,440	$646,447	$1,919,769	$77,993
2021	$786,576	$474,933	$2,027,852	$311,643
2020	$648,459	$397,678	$1,656,108	$250,781
2019	$567,102	$591,720	$1,356,319	$-24,618
2018	$656,037	$586,917	$1,316,109	$69,120

THE WILSON HOUSE OF EAST DORSET