NEEDHAM COMMUNITY COUNCIL INC (EIN 042121365) - 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

1973

Legal Domicile

Principal Officer

CAROL OBERLE

Phone

7814442415

Tax Period

2024-07-01 to 2025-06-30

NEEDHAM COMMUNITY COUNCIL INC, founded in 1973, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. Net assets of $5.3M represent 47 months of operating reserves.

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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 $843,950

Program Service Revenue $378,370

Investment Income $130,807

Other Revenue $-580

TOTAL REVENUE $1,352,547

Expense Breakdown

Grants Paid $55,250

Salaries & Benefits $683,736

Fundraising Expenses $0

Program Expenses $1,154,750

Other Expenses $600,986

TOTAL EXPENSES $1,339,972

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,352,547	$1,084,231	+0.2%
Expenses	$1,339,972	$1,182,679	+0.1%
Net Income	$12,575	$-98,448	-1.1%

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

253

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

$135,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LYNN GOTWALS	DIRECTOR	5.00	Director	$0	$0	$0
KATHLEEN BERNER	VICE PRESIDENT	5.00	Director	$0	$0	$0
JENNIFER ENGLISH	DIRECTOR	5.00	Director	$0	$0	$0
LINDA FARLEY	PRESIDENT	5.00	Officer Director	$0	$0	$0
ALRIE MCNIFF DANIELS	DIRECTOR	5.00	Director	$0	$0	$0
MARY RICHMAN	DIRECTOR	5.00	Director	$0	$0	$0
DAVID CARTER	SECRETARY	5.00	Officer Director	$0	$0	$0
MYRA ANDERSON	DIRECTOR	5.00	Director	$0	$0	$0
SUSAN MITCHELL	DIRECTOR	5.00	Director	$0	$0	$0
CARRIE REDDISH	DIRECTOR	5.00	Director	$0	$0	$0
KALINDI KANGO	TREASURER	5.00	Officer Director	$0	$0	$0
LESLIE DESANTI	DIRECTOR	5.00	Director	$0	$0	$0
SANDRA ROBINSON	EXECUTIVE DIRECTOR	40.00	Director	$135,500	$0	$135,500
LYNN ALBERDING	PAST-PRESIDENT	5.00	Officer Director	$0	$0	$0
GLORIA KWEI	DIRECTOR	5.00	Director	$0	$0	$0
LEIGH MCCLOSKEY	DIRECTOR	5.00	Director	$0	$0	$0
CAROL OBERLE	DIRECTOR	5.00	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
2025	$1,352,547	$1,339,972	$5,349,036	$12,575
2024	$1,084,231	$1,182,679	$5,067,024	$-98,448
2023	$2,013,151	$1,076,164	$5,007,745	$936,987
2022	$990,517	$1,009,380	$4,321,495	$-18,863
2022	$990,519	$1,018,118	$4,321,496	$-27,599
2021	$968,026	$1,013,820	$4,815,349	$-45,794
2020	$929,750	$704,373	$4,475,538	$225,377
2019	$638,600	$680,774	$4,239,635	$-42,174

NEEDHAM COMMUNITY COUNCIL INC