SAFE HAVEN OF GREATER WTBY INC (EIN 060996479) - 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

Principal Officer

AMANDA NARDOZZI

Phone

2035750388

Tax Period

2023-07-01 to 2024-06-30

SAFE HAVEN OF GREATER WTBY INC is a community nonprofit in the Human Services sector that reported $2.9M in total revenue in fiscal year 2023. Revenue surged 36% from the prior year, signaling strong growth momentum. The organization ran a surplus of $553K, a strong 19% operating margin.

Mission

THE ORGANIZATION PROVIDES SHELTER AND COUNSELING FOR WOMEN AND CHILDREN WHO WERE VICTIMS OF DOMESTIC VIOLENCE.

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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 $2,700,415

Program Service Revenue $0

Investment Income $73,746

Other Revenue $106,326

TOTAL REVENUE $2,880,487

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,840,272

Fundraising Expenses $0

Program Expenses $1,720,806

Other Expenses $487,313

TOTAL EXPENSES $2,327,585

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,880,487	$2,116,617	+0.4%
Expenses	$2,327,585	$2,165,426	+0.1%
Net Income	$552,902	$-48,809	-12.3%

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

$217,687

Total Directors

$91,486

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARGARET ROSA	DIRECTOR	40.00	Officer Director	$80,367	$11,119	$91,486
AMANDA NARDOZZI	EXECUTIVE DI	40.00	Officer	$63,221	$0	$63,221
LEE SCHLESINGER	EXECUTIVE DI	40.00	Officer	$62,980	$0	$62,980
SUZANNE BRODERICK	DIRECTOR	1.00	Director	$0	$0	$0
TERRY BUSHKA	DIRECTOR	1.00	Director	$0	$0	$0
KELLY CRONE	DIRECTOR	1.00	Director	$0	$0	$0
ISABEL DESOUSA	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE DIAZ	DIRECTOR	1.00	Director	$0	$0	$0
CHRYSTEN DUFOUR	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH FOTI	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK MCGRATH	DIRECTOR	1.00	Director	$0	$0	$0
MEAGAN ANTHONY	SECRETARY	2.00	Officer	$0	$0	$0
MARIANNE COMO	PRESIDENT	2.00	Officer	$0	$0	$0
THERESA DIGIOVANNI	TREASURER	2.00	Officer	$0	$0	$0
MARY JANE ROBINSON	VICE PRESIDE	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
2025	No data	No data	No data	No data
2024	$2,880,487	$2,327,585	$3,664,261	$552,902
2023	$2,116,617	$2,165,426	$2,752,798	$-48,809
2022	$2,269,811	$2,143,329	$2,372,723	$126,482
2021	$2,203,595	$2,094,513	$2,494,150	$109,082
2020	$1,988,569	$1,897,747	$2,189,151	$90,822
2019	$1,760,197	$1,772,935	$2,166,555	$-12,738
2018	$1,970,415	$1,675,764	$2,181,687	$294,651

SAFE HAVEN OF GREATER WTBY INC