WESTPORT ASSOCIATES INC (EIN 042707815) - 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

1981

Legal Domicile

Principal Officer

LISA CHAMPAGNE-CABRAL

Phone

5086787770

Tax Period

2023-07-01 to 2024-06-30

WESTPORT ASSOCIATES INC, founded in 1981, is a community nonprofit in the Human Services sector that reported $2.8M in total revenue in fiscal year 2023.

Mission

COMMUNITY RESIDENCE HOUSING AND SUPPORT TO 13 MENTALLY CHALLENGED AND PHYSICALLY HANDICAPPED MEN AND WOMEN TO HELP THEM ACQUIRE SKILLS TO PARTICIPATE IN THEIR COMMUNITIES.

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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 $1,271

Program Service Revenue $2,838,641

Investment Income $8,636

Other Revenue $0

TOTAL REVENUE $2,848,548

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,421,622

Fundraising Expenses $0

Program Expenses $2,681,453

Other Expenses $453,150

TOTAL EXPENSES $2,874,772

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,848,548	$2,897,830	0.0%
Expenses	$2,874,772	$2,706,478	+0.1%
Net Income	$-26,224	$191,352	-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

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
LISA CHAMPAGNE-CABRAL	EXECUTIVE DI	N/A	Highest	$117,267	$15,107	$132,374
JUDY AUBIN	PRESIDENT	N/A	Officer Director	$0	$0	$0
RICHARD BARAN	DIRECTOR	N/A	Director	$0	$0	$0
MARK BUGDEN	DIRECTOR	N/A	Director	$0	$0	$0
KELLY CHARTIER	DIRECTOR	N/A	Director	$0	$0	$0
ALAN MACHADO	TREASURER	N/A	Officer Director	$0	$0	$0
WENDY SULLIVAN	CLERK	N/A	Officer 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	$2,848,548	$2,874,772	$1,370,320	$-26,224
2023	$2,897,830	$2,706,478	$1,392,464	$191,352
2022	$2,852,640	$2,596,818	$1,190,241	$255,822
2021	$2,546,606	$2,550,479	$957,967	$-3,873
2020	$2,422,385	$2,287,047	$971,415	$135,338
2019	$2,291,017	$2,262,704	$840,366	$28,313

WESTPORT ASSOCIATES INC