WESTFIELD SONS OF ERIN INC (EIN 042673003) - 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

1979

Legal Domicile

Principal Officer

JIM LAVERTY

Phone

4135625927

Tax Period

2023-01-01 to 2023-12-31

WESTFIELD SONS OF ERIN INC, founded in 1979, is a small nonprofit that reported $124K in total revenue in fiscal year 2023. Expenses of $107K left a modest 13% surplus.

Mission

PROMOTION OF IRISH HERITAGE

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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 $21,750

Program Service Revenue $88,649

Investment Income $12,734

Other Revenue $470

TOTAL REVENUE $123,603

Expense Breakdown

Grants Paid $20,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $88,140

Other Expenses $87,298

TOTAL EXPENSES $107,298

Year-over-Year Comparison

	2023	2022	Change
Revenue	$123,603	$119,523	+0.0%
Expenses	$107,298	$77,870	+0.4%
Net Income	$16,305	$41,653	-0.6%

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

691

Independent Members

691

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

$7,826

Total Directors

$11,772

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL MILLER	Director	3.00	Director	$8,363	$0	$8,363
KEVIN FITZGERALD	SERGEANT AT ARM	5.00	Officer	$7,826	$0	$7,826
STEVE WITKUS	Director	2.00	Director	$3,409	$0	$3,409
MIKE CONROY	Director	2.00	Director	$0	$0	$0
MIKE MCMAHON	Director	2.00	Director	$0	$0	$0
DERMOT HURLEY	Director	2.00	Director	$0	$0	$0
MIKE KANE	Director	2.00	Director	$0	$0	$0
JIM LAVERTY	President	4.00	Officer	$0	$0	$0
STEVE GRIFFIN	Vice President	2.00	Officer	$0	$0	$0
BRIDGET BARBER	Treasurer	2.00	Officer	$0	$0	$0
MEGAN SWEET	RECORDING SECRE	2.00	Officer	$0	$0	$0
DENNIS MORAN	RECORDING MEMBE	2.00	Officer	$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
2024	No data	No data	No data	No data
2023	$123,603	$107,298	$897,745	$16,305
2022	$119,523	$77,870	$880,582	$41,653
2021	$166,445	$55,270	$825,519	$111,175
2020	$21,464	$50,804	$712,134	$-29,340
2019	$135,065	$86,533	$742,956	$48,532
2018	$86,420	$66,217	$693,905	$20,203

WESTFIELD SONS OF ERIN INC