Willowood of Great Barrington Inc (EIN 042854118) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2000

Legal Domicile

Principal Officer

William C Jones Jr

Phone

4134472996

Tax Period

2023-01-01 to 2023-12-31

Willowood of Great Barrington Inc, founded in 2000, is a mid-sized nonprofit in the Health Care sector that reported $13.2M in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. Expenses of $15.5M exceeded revenue, resulting in a 17% operating deficit.

Mission

Skilled nursing facility

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $13,119,586

Investment Income $132

Other Revenue $73,795

TOTAL REVENUE $13,193,513

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,995,189

Fundraising Expenses $0

Program Expenses $13,862,758

Other Expenses $9,464,813

TOTAL EXPENSES $15,460,002

Year-over-Year Comparison

	2023	2022	Change
Revenue	$13,193,513	$15,479,940	-0.1%
Expenses	$15,460,002	$14,836,186	+0.0%
Net Income	$-2,266,489	$643,754	-4.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

113

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

$802,812

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
William C Jones Jr	President & CEO	2.75	Officer	$0	$80,787	$802,812
Ann Syrko	LPN	69.00		$185,361	$9,512	$194,873
Amanda Leon	LPN (blend)	57.00		$170,147	$9,812	$179,959
Mario Morales	CNA (blend)	80.00		$149,871	$22,230	$172,101
Juan Guete	LPN	59.00		$141,831	$25,980	$167,811
Luciene Pereira	Clinical Reim Cord	57.00		$132,134	$22,105	$154,239
Marcie Gingras	Clerk	0.00	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	$13,193,513	$15,460,002	$13,735,358	$-2,266,489
2022	$15,479,939	$14,836,186	$12,591,668	$643,753
2021	$15,184,704	$14,212,990	$12,432,272	$971,714
2020	$13,768,389	$13,126,519	$12,825,140	$641,870
2019	$12,149,021	$12,248,896	$13,190,360	$-99,875
2018	$12,065,640	$12,287,749	$13,448,918	$-222,109

Willowood of Great Barrington Inc