Friends of Little Compton Wellness Center (EIN 050491348) - 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

1997

Legal Domicile

Principal Officer

Cynthia Burns

Tax Period

2023-01-01 to 2023-12-31

Friends of Little Compton Wellness Center, founded in 1997, is a small nonprofit in the Health Care sector that reported $161K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. Expenses of $141K left a modest 12% surplus.

Mission

To provide a facility and a variety of wellness programs to help keep the residents of Little Compton, Tiverton and Westport healthy.

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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 $136,472

Program Service Revenue $9,920

Investment Income $2,871

Other Revenue $11,825

TOTAL REVENUE $161,088

Expense Breakdown

Grants Paid $3,040

Salaries & Benefits $34,185

Fundraising Expenses $5,796

Program Expenses $101,207

Other Expenses $104,220

TOTAL EXPENSES $141,445

Year-over-Year Comparison

	2023	2022	Change
Revenue	$161,088	$171,385	-0.1%
Expenses	$141,445	$135,761	+0.0%
Net Income	$19,643	$35,624	-0.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Amy Mooney	Director	0.50	Director	$0	$0	$0
Michael McGill	Director	0.50	Director	$0	$0	$0
Annie Celander	Director	0.50	Director	$0	$0	$0
Jane Lorch	Director	1.00	Director	$0	$0	$0
Kari Star	Director	1.00	Director	$0	$0	$0
Thomas Army	Director	0.50	Director	$0	$0	$0
Ann Haire	Director	0.50	Director	$0	$0	$0
Martina Halsey	Director	0.50	Director	$0	$0	$0
Robert Murphy	Director	0.50	Director	$0	$0	$0
Cynthia Burns	President	3.50	Officer Director	$0	$0	$0
Kathleen Haire	Vice President	3.00	Officer Director	$0	$0	$0
Lisa Lebreux	Secretary	0.50	Officer Director	$0	$0	$0
Holly Lippert	Treasurer	3.00	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
2024	No data	No data	No data	No data
2023	$161,088	$141,445	$551,932	$19,643
2022	$171,385	$135,761	$508,301	$35,624
2020	$140,816	$98,112	$528,035	$42,704

Friends of Little Compton Wellness Center