FRANCES WARDE HOUSE INC C/O STEWART PROPERTY MANAGEMENT (EIN 223072413) - 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

2000

Legal Domicile

Principal Officer

ORGANIZATION

Phone

6036412063

Tax Period

2021-01-01 to 2021-12-31

FRANCES WARDE HOUSE INC C/O STEWART PROPERTY MANAGEMENT, founded in 2000, is a micro nonprofit that reported $746K in total revenue in fiscal year 2021. Revenue fell 282% from the prior year — a significant decline worth monitoring.

Mission

TO DEVELOP AND OPERATE SUBSIDIZED, RESIDENTIAL HOUSING UNITS FOR QUALIFIED LOW-INCOME ELDERLY INDIVIDUALS.

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $208,086

Investment Income $-953,671

Other Revenue $0

TOTAL REVENUE $-745,585

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $231,518

Other Expenses $231,518

TOTAL EXPENSES $231,518

Year-over-Year Comparison

	2021	2020	Change
Revenue	$-745,585	$408,821	-2.8%
Expenses	$231,518	$391,409	-0.4%
Net Income	$-977,103	$17,412	-57.1%

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

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
PATTY CARREL	CHAIR	5.00	Director	$0	$0	$0
JUDITH COUGHLAN	SECRETARY/TREASURER	5.00	Director	$0	$0	$0
CECILE CHABOT	MEMBER	5.00	Director	$0	$0	$0
MADONNA MORAN	MEMBER	5.00	Director	$0	$0	$0
RITA PERRY	MEMBER	5.00	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
2021	$-745,585	$231,518	No data	$-977,103
2020	$408,821	$391,409	$1,004,303	$17,412
2019	$364,596	$343,149	$982,673	$21,447
2018	$333,018	$312,721	$970,290	$20,297

FRANCES WARDE HOUSE INC C/O STEWART PROPERTY MANAGEMENT