THE LONGWOOD COLLECTIVE INC (EIN 042507445) - 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

1972

Legal Domicile

Principal Officer

DAVID SWEENEY

Phone

6176322310

Tax Period

2024-07-01 to 2025-06-30

THE LONGWOOD COLLECTIVE INC, founded in 1972, is a mid-sized nonprofit in the Health Care sector that reported $38.4M in total revenue in fiscal year 2024. Expenses of $33.9M left a modest 12% surplus.

Mission

THE CORPORATION'S EXEMPT PURPOSES INCLUDE ALL OF THE FOLLOWING: SEE SCHEDULE O.

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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 $0

Program Service Revenue $33,789,515

Investment Income $3,651,395

Other Revenue $910,179

TOTAL REVENUE $38,351,089

Expense Breakdown

Grants Paid $15,624

Salaries & Benefits $4,190,164

Fundraising Expenses $0

Program Expenses $30,432,342

Other Expenses $29,659,634

TOTAL EXPENSES $33,865,422

Year-over-Year Comparison

	2024	2023	Change
Revenue	$38,351,089	$38,058,109	+0.0%
Expenses	$33,865,422	$32,590,521	+0.0%
Net Income	$4,485,667	$5,467,588	-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

$1,394,696

Total Directors

$618,798

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICK BROPHY	MEMBER AT LARGE	1.00	Director	$0	$0	$0
STEPHEN P KOSTER ESQ	MEMBER AT LARGE	1.00	Director	$0	$0	$0
EDWARD H LADD	MEMBER AT LARGE	1.00	Director	$0	$0	$0
DR AISHA MILLER	MEMBER AT LARGE	1.00	Director	$0	$0	$0
SEAN CARON	MEMBER AT LARGE	1.00	Director	$0	$0	$0
PETER HEALY	TRUSTEE	1.00	Director	$0	$0	$0
KEVIN B CHURCHWELL MD	TRUSTEE	1.00	Director	$0	$0	$0
DICK ARGYS	TRUSTEE	1.00	Director	$0	$0	$0
GILES BOLAND MD	TRUSTEE	1.00	Director	$0	$0	$0
DANIEL MORASH	TRUSTEE	1.00	Director	$0	$0	$0
LAURIE H GLIMCHER MD	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM HAHN MD PHD	TRUSTEE	1.00	Director	$0	$0	$0
BETH ROSS EDD	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS HYNES JR	TRUSTEE	1.00	Director	$0	$0	$0
LISA MUTO PHD	TRUSTEE	1.00	Director	$0	$0	$0
PEGGY FOGELMAN	TRUSTEE	1.00	Director	$0	$0	$0
ROBERTA HERMAN MD	TRUSTEE	1.00	Director	$0	$0	$0
MARY K GRANT PHD	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT P FRANKS PHD	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD J LESSARD	TRUSTEE	1.00	Director	$0	$0	$0
BROOK DOYLE	TRUSTEE	1.00	Director	$0	$0	$0
LYNN PERRY WOOTEN PHD	TRUSTEE	1.00	Director	$0	$0	$0
JESSICA GREENFIELD	TRUSTEE	1.00	Director	$0	$0	$0
DAN DEUTSCH	TRUSTEE	1.00	Director	$0	$0	$0
MARK THOMPSON PHD	TRUSTEE	1.00	Director	$0	$0	$0
SARAH PELMAS PHD	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT PERRY	TRUSTEE	1.00	Director	$0	$0	$0
DAVID SWEENEY	PRESIDENT	40.00	Officer Director	$584,516	$34,282	$618,798
THOMAS WARD ESQ	CLERK	1.00	Officer	$0	$0	$0
HOLLI G ROTH	V.P. & CFO (UNTIL 1/24/25)	40.00	Officer	$343,463	$44,272	$387,735
NORVA KENNARD	GENERAL COUNSEL/ASSISTANT CLERK	32.00	Officer	$298,565	$65,166	$363,731
JENNIFER TEMPLEMAN	V.P., ADMIN. & FINANCE/CFO	40.00	Officer	$7,019	$17,413	$24,432
PAUL CAPPADONA	V.P. OPERATIONS	40.00	Highest	$263,033	$62,998	$326,031
TOM YARDLEY	V.P. AREA PLANNING	40.00	Highest	$265,344	$63,136	$328,480
SAMANTHA ORMSBY	V.P. COMMUNICATIONS & PUBLIC AFFAIRS	40.00	Highest	$236,596	$39,245	$275,841
JAMES SUTHERLAND	CHIEF OF STAFF	40.00	Highest	$185,055	$12,371	$197,426
KAREN WINGER	DIRECTOR OF TRANSPORTATION	40.00	Highest	$151,706	$22,415	$174,121

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	$38,351,089	$33,865,422	$176,104,771	$4,485,667
2024	$38,058,109	$32,590,521	$170,580,085	$5,467,588
2023	$36,046,444	$30,546,965	$162,832,549	$5,499,479
2022	$36,892,315	$29,832,722	$151,500,376	$7,059,593
2021	$33,129,576	$27,655,160	$82,290,827	$5,474,416
2020	$30,389,290	$26,867,804	$71,409,307	$3,521,486
2019	$30,667,286	$26,328,019	$69,294,609	$4,339,267
2018	$29,366,581	$27,125,048	$67,203,110	$2,241,533

THE LONGWOOD COLLECTIVE INC