WOODMEN FOUNDATION (EIN 204743934) - 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

2006

Legal Domicile

Principal Officer

S JAMES PATTERSON

Phone

4023421890

Tax Period

2018-07-01 to 2019-06-30

WOODMEN FOUNDATION, founded in 2006, is a micro nonprofit that reported $25K in total revenue in fiscal year 2018. Revenue fell 98% from the prior year — a significant decline worth monitoring. Expenses of $70K exceeded revenue, resulting in a 182% operating deficit.

Mission

OPERATING A COMMUNITY CENTER IN KINSTON, NC TO ENHANCE THE QUALITY OF LIFE OF THE COMMUNITY'S MEMBERS THROUGH A VARIETY OF HEALTH AND WELLNESS ACTIVITIES, WITH MEMBERSHIP OPEN TO THE PUBLIC AT RATES AFFORDABLE TO A VAST SEGMENT OF THE AREA.

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $24,495

Investment Income $240

Other Revenue $152

TOTAL REVENUE $24,887

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,350

Other Expenses $70,154

TOTAL EXPENSES $70,154

Year-over-Year Comparison

	2018	2017	Change
Revenue	$24,887	$1,450,028	-1.0%
Expenses	$70,154	$4,000,028	-1.0%
Net Income	$-45,267	$-2,550,000	-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

N/A

Volunteers

N/A

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
S JAMES PATTERSON	PRESIDENT/DI	N/A	Officer Director	$0	$0	$0
DENISE M MCCAULEY	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
PATRICK L DEES	SECRETARY	N/A	Officer Director	$0	$0	$0
ROBERT T MAHER	TREASURER	N/A	Officer Director	$0	$0	$0
WESLEY A DODD JR	DIRECTOR	N/A	Director	$0	$0	$0
DARYL J DOISE	DIRECTOR	N/A	Director	$0	$0	$0
ANNETTE M DEVINE	DIRECTOR	N/A	Director	$0	$0	$0
BRYAN D CARROLL	DIRECTOR	N/A	Director	$0	$0	$0
MATTHEW E ELLIS	FORMER VP	N/A	Officer Director	$0	$0	$0
LARRY R KING	FORMER VP	N/A	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
2019	$24,887	$70,154	$19,987	$-45,267

WOODMEN FOUNDATION