ROXBURY WESTON PROGRAMS INC (EIN 042394519) - 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

1966

Legal Domicile

Principal Officer

KERRI-LYNNE KELLAM

Phone

7817184344

Tax Period

2023-07-01 to 2024-06-30

ROXBURY WESTON PROGRAMS INC, founded in 1966, is a small nonprofit in the Unknown sector that reported $437K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $383K left a modest 13% surplus.

Mission

TEACHING CHILDREN OF DIVERSE RACIAL AND CULTURAL BACKGROUNDS TO EXPAND THE LIMITS OF THEIR NEIGHBORHOOD AND TO OPEN THE DOORS TO BETTER COMMUNICATIONS BETWEEN CHILDREN AND ADULTS.

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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 $179,052

Program Service Revenue $246,868

Investment Income $11,565

Other Revenue $0

TOTAL REVENUE $437,485

Expense Breakdown

Grants Paid $0

Salaries & Benefits $236,725

Fundraising Expenses $1,424

Program Expenses $326,426

Other Expenses $146,018

TOTAL EXPENSES $382,743

Year-over-Year Comparison

	2023	2022	Change
Revenue	$437,485	$394,166	+0.1%
Expenses	$382,743	$370,297	+0.0%
Net Income	$54,742	$23,869	+1.3%

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

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
ANDY BREINER	TREASURER	1.00	Officer Director	$0	$0	$0
LIZZIE CARR	BOARD MEMBER	1.00	Director	$0	$0	$0
ADDIE DAY	BOARD MEMBER	1.00	Director	$0	$0	$0
KENISHA COOPER	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNIFER GOMES	BOARD MEMBER	1.00	Director	$0	$0	$0
AMY GRIMM	PRESIDENT	1.00	Officer Director	$0	$0	$0
HENRY KASDON	BOARD MEMBER	1.00	Director	$0	$0	$0
AMY CASILLO	BOARD MEMBER	1.00	Director	$0	$0	$0
CRISTINA CRESTA	BOARD MEMBER	1.00	Director	$0	$0	$0
KATE KINLIN	BOARD MEMBER	1.00	Director	$0	$0	$0
AMY TRAVIS	BOARD MEMBER	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
2025	No data	No data	No data	No data
2024	$437,485	$382,743	$491,872	$54,742
2023	$394,166	$370,297	$439,016	$23,869
2022	$441,297	$357,735	$399,469	$83,562
2020	$305,691	$293,786	$355,111	$11,905
2019	$282,784	$297,964	$384,718	$-15,180
2018	$269,746	$277,310	$356,744	$-7,564

ROXBURY WESTON PROGRAMS INC