HEALTH AND WELFARE COUNCIL OF LONG ISLAND INC (EIN 111858098) - 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

1947

Legal Domicile

Principal Officer

COLLEEN MERLO

Phone

5165054423

Tax Period

2023-01-01 to 2023-12-31

HEALTH AND WELFARE COUNCIL OF LONG ISLAND INC, founded in 1947, is a community nonprofit in the Health Care sector that reported $2.4M in total revenue in fiscal year 2023. Revenue surged 53% from the prior year, signaling strong growth momentum. The organization ran a surplus of $488K, a strong 21% operating margin.

Mission

SERVE THE MOST VULNERABLE ON LI BY CONVENING AND SUPPORTING AGENCIES THAT SERVE THEM

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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 $2,233,181

Program Service Revenue $0

Investment Income $6,290

Other Revenue $119,787

TOTAL REVENUE $2,359,258

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,545,631

Fundraising Expenses $28,089

Program Expenses $1,614,795

Other Expenses $325,926

TOTAL EXPENSES $1,871,557

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,359,258	$1,546,770	+0.5%
Expenses	$1,871,557	$1,814,834	+0.0%
Net Income	$487,701	$-268,064	-2.8%

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

$404,356

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
COLLEEN MERLO	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
ADRIAN FASSETT	BOARD VICE CHAIR	1.00	Officer Director	$0	$0	$0
ROBERT DETOR	TREASURER	1.00	Officer Director	$0	$0	$0
THOMAS MALIGNO	COUNSEL	1.00	Officer Director	$0	$0	$0
DAVID BISHOP	BOARD MEMBER	1.00	Director	$0	$0	$0
JOSE CALDERON	BOARD MEMBER	1.00	Director	$0	$0	$0
ISMA H CHAUDHRY MD MPH	BOARD MEMBER	1.00	Director	$0	$0	$0
ASHLEY CHAUVIN	BOARD MEMBER	1.00	Director	$0	$0	$0
SAMUEL CHU	BOARD MEMBER	1.00	Director	$0	$0	$0
DR HAROLD A FERNANDEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
CORINNE HAMMONS	BOARD MEMBER	1.00	Director	$0	$0	$0
JOSEPH LAMANTIA	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID NEMIROFF	BOARD MEMBER	1.00	Director	$0	$0	$0
BEDEL SAGET	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHRYN TATZEL	BOARD MEMBER	1.00	Director	$0	$0	$0
REBECCA SANIN	PRESIDENT/CEO	37.00	Officer	$210,000	$53,191	$263,191
LORI ANDRADE	COO	37.00	Officer	$128,363	$12,802	$141,165

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	$2,359,258	$1,871,557	$2,216,987	$487,701
2022	$1,546,770	$1,814,834	$1,782,758	$-268,064
2021	$1,953,247	$1,652,744	$1,905,469	$300,503
2020	$1,857,470	$1,790,677	$1,762,888	$66,793
2019	$2,506,589	$2,411,252	$1,549,774	$95,337
2018	$1,974,438	$1,750,518	$1,511,793	$223,920

HEALTH AND WELFARE COUNCIL OF LONG ISLAND INC