Columbian Associates of Whitman Inc

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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

1956

Legal Domicile

Principal Officer

LAWRENCE ROACHE

Phone

7814479061

Tax Period

2022-01-01 to 2022-12-31

Columbian Associates of Whitman Inc, founded in 1956, is a micro nonprofit that reported $72K in total revenue in fiscal year 2022. Revenue surged 49% from the prior year, signaling strong growth momentum.

Mission

To collect all applicable rents for the year.

Program Service Accomplishments

Program 1

Hold title and collect rents for property located at 1195 Bedford Street Whitman Massachusetts the property is the chambers for Council 347 Knights of Columbus.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $58

Other Revenue $71,869

TOTAL REVENUE $71,927

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $73,569

TOTAL EXPENSES $73,569

Year-over-Year Comparison

	2022	2021	Change
Revenue	$71,927	$48,359	+0.5%
Expenses	$73,569	$53,828	+0.4%
Net Income	$-1,642	$-5,469	-0.7%

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

N/A

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

$27,476

Total Directors

$33,468

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WARREN KENNEDY	President	2.000	Officer Director	$0	$0	$0
LAWRENCE ROACHE	Treasurer	10.00	Officer Director	$0	$0	$25,680
MARTIN SULLIVAN	Clerk	2.000	Officer Director	$0	$0	$1,796
PETER O'BRIEN	Director	1.000	Director	$0	$0	$0
RUSSELL KENN	Director	1.000	Director	$0	$0	$3,575
TERRY PLANT	Director	1.000	Director	$0	$0	$0
ROBERT DALEY	Director	1.000	Director	$0	$0	$2,417
EDWARD MACGILVRAY	Director	1.000	Director	$0	$0	$0
KEVIN MORRISON	Director	1.000	Director	$0	$0	$0
BRUCE PERRY	Director at Large	1.000	Director	$0	$0	$0
KEVIN DOWNEY	Director at Large	1.000	Director	$0	$0	$0
EDWARD FOREST	Director at Large	1.000	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
2022	$71,927	$73,569	$317,261	$-1,642