WOODLAND FINANCIAL PARTNERS (EIN 204139567) - 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

ALLYSSA VERSTOPPEN

Phone

7157012645

Tax Period

2023-01-01 to 2023-12-31

WOODLAND FINANCIAL PARTNERS, founded in 2005, is a community nonprofit in the Community Improvement sector that reported $2.7M in total revenue in fiscal year 2023. Revenue surged 817% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.0M, a strong 74% operating margin.

Mission

IMPROVING THE SOCIAL AND/OR ECONOMIC CONDITIONS OF UNDERSERVED PEOPLE, INCLUDING LOW-INCOME PERSONS WHO LACK ADEQUATE ACCESS TO CAPITAL AND/OR FINANCIAL SERVICES AND/OR RESIDENTS OF ECONOMICALLY DISTRESSED COMMUNITITES.

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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 $2,693,575

Program Service Revenue $1,726

Investment Income $35,201

Other Revenue $665

TOTAL REVENUE $2,731,167

Expense Breakdown

Grants Paid $0

Salaries & Benefits $445,481

Fundraising Expenses $0

Program Expenses $438,108

Other Expenses $274,796

TOTAL EXPENSES $720,277

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,731,167	$297,980	+8.2%
Expenses	$720,277	$271,739	+1.7%
Net Income	$2,010,890	$26,241	+75.6%

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

$99,492

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WESLEY MARTIN JR	PRESIDENT	3.00	Officer	$0	$0	$0
LEW BOYD	VICE PRESIDE	3.00	Officer	$0	$0	$0
EMERSON COY	TREASURER	3.00	Officer	$0	$0	$0
SANDRA RACHAL	SECRETARY	3.00	Officer	$0	$0	$0
QUASAN SHAW	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIAN GAUTHIER	BOARD MEMBER	1.00	Director	$0	$0	$0
RICHARD ACKLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
PAMELA BOIVIN	EXECUTIVE DI	40.00	Director	$99,492	$0	$99,492

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	$2,731,167	$720,277	$2,677,139	$2,010,890
2022	$297,980	$271,739	$658,760	$26,241
2021	$406,237	$255,952	$632,080	$150,285
2020	$347,790	$217,698	$396,728	$130,092
2019	$90,447	$125,631	$267,305	$-35,184
2018	$93,547	$99,888	$305,173	$-6,341
2017	$57,940	$121,502	$314,572	$-63,562

WOODLAND FINANCIAL PARTNERS