THE SOMERVILLE HOME INC (EIN 042105741) - 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

1898

Legal Domicile

Principal Officer

SCOTT M BOCK

Phone

7813205330

Tax Period

2018-01-01 to 2018-12-31

THE SOMERVILLE HOME INC, founded in 1898, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2018. Revenue fell 32% from the prior year — a significant decline worth monitoring. Expenses of $2.3M exceeded revenue, resulting in a 71% operating deficit.

Mission

PROVIDED QUALITY RESIDENTIAL CARE TO THE ELDERLY FROM SOMERVILLE AND SURROUNDING COMMUNITIES.

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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 (2018)

Revenue Breakdown

Contributions & Grants $1,982

Program Service Revenue $1,335,235

Investment Income $5,965

Other Revenue $0

TOTAL REVENUE $1,343,182

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,217,485

Fundraising Expenses $740

Program Expenses $2,014,417

Other Expenses $1,073,458

TOTAL EXPENSES $2,290,943

Year-over-Year Comparison

	2018	2017	Change
Revenue	$1,343,182	$1,979,784	-0.3%
Expenses	$2,290,943	$2,363,243	0.0%
Net Income	$-947,761	$-383,459	+1.5%

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

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

$214,552

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN BRADY	CLERK	1.00	Officer Director	$0	$0	$0
EDWIN J SMITH	PRESIDENT	1.00	Officer Director	$0	$0	$0
JESSICA BRAYDEN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN M CONNOLLY	DIRECTOR	1.00	Director	$0	$0	$0
ROD LAURENZ	DIRECTOR	1.00	Director	$0	$0	$0
DARCIE DELUCA	TREASURER	1.00	Officer Director	$0	$0	$0
KELLY SFERRAZZA	EXECUTIVE DIRECTOR	40.00	Officer	$125,044	$3,869	$128,913
WILLIAM NORRIS	DIRECTOR OF FINANCE	40.00	Officer	$77,989	$7,650	$85,639

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
2018	$1,343,182	$2,290,943	No data	$-947,761

THE SOMERVILLE HOME INC