HARWOOD HOUSE (EIN 232124666) - 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

1975

Legal Domicile

Principal Officer

THERESA CLARK

Phone

6108533440

Tax Period

2023-07-01 to 2024-06-30

HARWOOD HOUSE, founded in 1975, is a community nonprofit in the Mental Health sector that reported $1.9M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $1.8M left a modest 6% surplus.

Mission

TO PROVIDE NON-HOSPITAL, IN-PATIENT TREATMENT TO ADULT MEN AND WOMEN RECOVERING FROM DRUG AND ALCOHOL DEPENDENCE.

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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 $29,816

Program Service Revenue $1,906,317

Investment Income $7,967

Other Revenue $0

TOTAL REVENUE $1,944,100

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,192,965

Fundraising Expenses $0

Program Expenses $1,579,406

Other Expenses $635,807

TOTAL EXPENSES $1,828,772

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,944,100	$1,796,525	+0.1%
Expenses	$1,828,772	$1,687,012	+0.1%
Net Income	$115,328	$109,513	+0.1%

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

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

$128,989

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOY A DOUGLAS	EXECUTIVE DI	40.00	Officer	$125,275	$3,714	$128,989
THERESA CLARK	PRESIDENT	2.00	Officer Director	$0	$0	$0
TROY STRICKLAND	TREASURER	2.00	Officer Director	$0	$0	$0
STELLA THOMPSON	SECRETARY	2.00	Officer Director	$0	$0	$0
JOSEPH MARROLETTI JR	BOARD MEMBER	1.00	Director	$0	$0	$0
JOYCE MARTIN	BOARD MEMBER	1.00	Director	$0	$0	$0
PAUL GREWAY	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	No data	No data	No data	No data
2024	$1,944,100	$1,828,772	$1,600,196	$115,328
2023	$1,796,525	$1,687,012	$952,490	$109,513
2022	$1,660,858	$1,467,820	$757,917	$193,038
2021	$1,399,063	$1,311,980	$690,665	$87,083
2020	$1,212,822	$1,277,541	$511,925	$-64,719
2019	$1,262,286	$1,403,235	$595,488	$-140,949
2018	$1,235,780	$1,182,065	$728,357	$53,715

HARWOOD HOUSE