The Copeland Center for Wellness and Recovery Inc (EIN 203409257) - 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

2005

Legal Domicile

Principal Officer

Matthew F Federici

Phone

8022545335

Tax Period

2025-01-01 to 2025-12-31

The Copeland Center for Wellness and Recovery Inc, founded in 2005, is a community nonprofit in the Mental Health sector that reported $1.4M in total revenue in fiscal year 2025. Revenue decreased 12% compared to the prior year.

Mission

Promote personal organizational and community wellness by providing resources to empower individuals and communities

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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 (2025)

Revenue Breakdown

Contributions & Grants $515,782

Program Service Revenue $895,085

Investment Income $5,422

Other Revenue $0

TOTAL REVENUE $1,416,289

Expense Breakdown

Grants Paid $67,710

Salaries & Benefits $970,146

Fundraising Expenses $13,895

Program Expenses $1,400,591

Other Expenses $348,840

TOTAL EXPENSES $1,400,591

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,416,289	$1,610,562	-0.1%
Expenses	$1,400,591	$1,729,807	-0.2%
Net Income	$15,698	$-119,245	-1.1%

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

$147,316

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATTHEW FEDERICI	CEO	40.00	Officer	$137,316	$10,000	$147,316
PETER ASHENDEN	Board President	1.00	Director	$0	$0	$0
PATTI BITNEY-STARKE	Board Secretary	1.00	Director	$0	$0	$0
JAWANZA HADLEY	Board Vice President	1.00	Director	$0	$0	$0
SCOTT METZGER	Board Treasurer	1.00	Director	$0	$0	$0
GINA CALHOUN	Board Member	1.00	Director	$0	$0	$0
SCOTT HELLER	Board Member	1.00	Director	$0	$0	$0
TERRY RUMSEY	Board Member	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	$1,416,289	$1,400,591	$601,760	$15,698
2024	$1,610,562	$1,729,807	$602,767	$-119,245
2023	$1,756,763	$1,800,957	$735,194	$-44,194
2022	$1,801,661	$1,696,472	$757,487	$105,189
2021	$1,580,056	$1,258,218	$625,343	$321,838
2020	$1,115,250	$1,177,196	$455,860	$-61,946
2019	$1,226,106	$1,250,311	$230,730	$-24,205
2018	$1,299,984	$1,370,214	$289,346	$-70,230

The Copeland Center for Wellness and Recovery Inc