WAVERLY RESIDENCE INC (EIN 133948925) - 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

JOHN MCGUIGAN

Phone

6315895222

Tax Period

2024-05-01 to 2025-04-30

WAVERLY RESIDENCE INC, founded in 1997, is a micro nonprofit in the Human Services sector that reported $76K in total revenue in fiscal year 2024. Expenses of $69K left a modest 9% surplus.

Mission

SUPPORTIVE HOUSING FOR DEVELOPMENTALLY DISABLED.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $72,432

Investment Income $3,267

Other Revenue $0

TOTAL REVENUE $75,699

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $56,584

Other Expenses $69,136

TOTAL EXPENSES $69,136

Year-over-Year Comparison

	2024	2023	Change
Revenue	$75,699	$76,146	0.0%
Expenses	$69,136	$78,505	-0.1%
Net Income	$6,563	$-2,359	-3.8%

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

N/A

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
DEBORAH PFLIEGER	PRESIDENT	2.00	Officer Director	$0	$0	$0
BRIAN O'REILLY	TREASURER	2.00	Officer Director	$0	$0	$0
JAMES P O'CONNOR	SECRETARY	2.00	Director	$0	$0	$0
PATRICIA CRAIG	DIRECTOR	1.00	Director	$0	$0	$0
ALDEN B KAPLAN	DIRECTOR	1.00	Director	$0	$0	$0
MARYJO RUCKEL	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD MONTPETIT	DIRECTOR (AS OF 11/13/24)	1.00	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	$75,699	$69,136	$476,180	$6,563
2024	$76,146	$78,505	$457,072	$-2,359
2023	$159,260	$97,769	$418,087	$61,491
2022	$72,931	$126,442	$453,399	$-53,511
2021	$111,588	$81,004	$461,904	$30,584
2020	$72,603	$74,238	$472,034	$-1,635
2019	$72,596	$87,136	$449,587	$-14,540

WAVERLY RESIDENCE INC