SPIRITWORKS FOUNDATION (EIN 202129080) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Principal Officer

Jan Brown

Phone

7579030000

Tax Period

2024-01-01 to 2024-12-31

SPIRITWORKS FOUNDATION, founded in 2005, is a small nonprofit in the Mental Health sector that reported $304K in total revenue in fiscal year 2018. Revenue surged 93% from the prior year, signaling strong growth momentum. The organization ran a surplus of $75K, a strong 25% operating margin.

Mission

SpiritWorks Foundation Center for the Soul is a Recovery Community Organization (RCO) that provides programs and services for children, youth and adults living in recovery from the disease of addiction. These programs and services build resilience in children, inspire youth to live drug free and support, educate and empower adults who live in recovery.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $198,894

Program Service Revenue $16,785

Investment Income $24

Other Revenue $24,621

TOTAL REVENUE $240,324

Expense Breakdown

Grants Paid $0

Salaries & Benefits $135,477

Fundraising Expenses $34,374

Program Expenses $195,893

Other Expenses $131,456

TOTAL EXPENSES $266,933

Year-over-Year Comparison

	2024	2023	Change
Revenue	$240,324	$218,711	+0.1%
Expenses	$266,933	$288,141	-0.1%
Net Income	$-26,609	$-69,430	-0.6%

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

$46,978

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jan Brown	Executive Director	45	Key Emp	$46,978	$0	$46,978
Cheryl Clark	Board Member	2	Director	$0	$0	$0
Jim Ramage	Board Member	2	Director	$0	$0	$0
Katherine Brumfeld	Board Member	2	Director	$0	$0	$0
Cliff Jardine	Board Member	2	Director	$0	$0	$0
Tracy Trueblood	Officer	2	Officer	$0	$0	$0
Marie Vallone	Board Chair	2	Officer	$0	$0	$0
Teri Morgan	Secretary	2	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
2024	$240,324	$266,933	$37,839	$-26,609
2023	$218,711	$288,141	$64,447	$-69,430
2022	$317,325	$314,863	$132,859	$2,462
2021	$321,805	$298,748	$130,397	$23,057
2020	$221,504	$283,910	$133,739	$-62,406
2019	$376,120	$314,602	$169,744	$61,518
2018	$304,075	$229,129	$108,226	$74,946

SPIRITWORKS FOUNDATION