COPLEY WOODLANDS INC (EIN 030352086) - 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

1996

Legal Domicile

Phone

8022537200

Tax Period

2023-10-01 to 2024-09-30

COPLEY WOODLANDS INC, founded in 1996, is a community nonprofit in the Health Care sector that reported $1.6M in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $1.5M left a modest 4% surplus.

Mission

TO PROVIDE A SAFE, INDEPENDENT HOUSING COMMUNITY FOR SENIORS.

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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 $0

Program Service Revenue $1,548,687

Investment Income $9,729

Other Revenue $0

TOTAL REVENUE $1,558,416

Expense Breakdown

Grants Paid $0

Salaries & Benefits $743,509

Fundraising Expenses $0

Program Expenses $989,620

Other Expenses $756,527

TOTAL EXPENSES $1,500,036

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,558,416	$1,318,012	+0.2%
Expenses	$1,500,036	$1,395,182	+0.1%
Net Income	$58,380	$-77,170	-1.8%

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

$1,143,802

Total Directors

$871,686

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARL SZLACHETKA	CHAIR / TRUSTEE	1.0	Officer Director	$0	$0	$0
JOSEPH WOODIN	CEO	1.0	Officer Director	$0	$21,957	$571,374
WAYNE STOCKBRIDGE	CHIEF ADMIN & HR OFFICER	1.0	Officer Director	$0	$50,539	$300,312
ADI BARNETT	TRUSTEE	1.0	Director	$0	$0	$0
CINDY FULLER	TRUSTEE BEG 12/23 / END 05/24	1.0	Director	$0	$0	$0
NAN CARLE BEAUREGARD	TRUSTEE BEG 02/24	1.0	Director	$0	$0	$0
SUE GLEINER	TRUSTEE BEG 05/24	1.0	Director	$0	$0	$0
TANA LILIENTHAL	TRUSTEE	1.0	Director	$0	$0	$0
WALTER FRAME	TRUSTEE END 02/24	1.0	Director	$0	$0	$0
JEFFREY HEBERT	CFO	1.0	Officer	$0	$11,409	$272,116

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	$1,558,416	$1,500,036	$3,504,724	$58,380
2023	$1,318,012	$1,395,182	$3,410,323	$-77,170
2022	$1,173,867	$1,308,715	$3,496,940	$-134,848
2021	$1,278,027	$1,149,610	$3,610,502	$128,417
2020	$1,238,712	$1,049,549	$2,733,566	$189,163
2019	$1,240,616	$1,096,096	$2,547,665	$144,520
2018	$1,197,193	$1,032,893	$2,403,027	$164,300

COPLEY WOODLANDS INC