SPECIAL ANGELS OF THE WOODLANDS (EIN 134217067) - 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

2009

Legal Domicile

Principal Officer

PAM LEE

Phone

2812922073

Tax Period

2023-01-01 to 2023-12-31

SPECIAL ANGELS OF THE WOODLANDS, founded in 2009, is a small nonprofit that reported $380K in total revenue in fiscal year 2023. Revenue fell 54% from the prior year — a significant decline worth monitoring.

Mission

TO PROVIDE ACTIVITIES FOR THE MENTALLY CHALLENGED ADULTS OF THE MONTGOMERY COUNTY, TX AND SURROUNDING AREAS.

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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 $155,385

Program Service Revenue $230,631

Investment Income $87

Other Revenue $-6,577

TOTAL REVENUE $379,526

Expense Breakdown

Grants Paid $16,468

Salaries & Benefits $238,573

Fundraising Expenses $0

Program Expenses $316,437

Other Expenses $125,141

TOTAL EXPENSES $380,182

Year-over-Year Comparison

	2023	2022	Change
Revenue	$379,526	$832,238	-0.5%
Expenses	$380,182	$355,000	+0.1%
Net Income	$-656	$477,238	-1.0%

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

$55,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA SMITH	EXECUTIVE DI	40.00	Director	$55,000	$0	$55,000
ROBERT DAILEY	BOARD MEMBER	3.00	Officer Director	$0	$0	$0
JOSHUA DANDY	BOARD MEMBER	4.00	Officer Director	$0	$0	$0
JESSICA L GUOBADIA	BOARD MEMBER	3.00	Officer Director	$0	$0	$0
TERRY KEANE	BOARD MEMBER	3.00	Officer Director	$0	$0	$0
PAM LEE	SECRETARY	8.00	Officer Director	$0	$0	$0
MARY POILLION	BOARD MEMBER	4.00	Officer Director	$0	$0	$0
ROBERT RAMOS	BOARD PRESID	3.00	Officer Director	$0	$0	$0
DANIEL SOPTICK	BOARD MEMBER	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
2023	$379,526	$380,182	$676,372	$-656
2022	$832,238	$355,000	$781,072	$477,238
2021	$212,772	$305,443	$1,205,634	$-92,671
2020	$243,287	$268,760	$1,327,551	$-25,473
2019	$315,296	$283,261	$1,201,841	$32,035
2018	$277,418	$270,336	$1,215,709	$7,082
2017	$452,499	$307,863	$1,236,491	$144,636

SPECIAL ANGELS OF THE WOODLANDS