ATTLEBORO RESIDENTS' FUND (EIN 232862717) - 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

1996

Legal Domicile

Principal Officer

BETTY JANE ANELLA

Tax Period

2022-01-01 to 2022-12-31

ATTLEBORO RESIDENTS' FUND, founded in 1996, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $27K in total revenue in fiscal year 2022. Revenue fell 44% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $20K, a strong 76% operating margin.

Mission

TO PROVIDE FINANCIAL ASSITANCE TO THE RESIDENTS OF THE ATTLEBORO RETIREMENT VILLAGE.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $26,733

Other Revenue $0

TOTAL REVENUE $26,733

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,673

Other Expenses $3,968

TOTAL EXPENSES $6,368

Year-over-Year Comparison

	2022	2021	Change
Revenue	$26,733	$47,381	-0.4%
Expenses	$6,368	$36,196	-0.8%
Net Income	$20,365	$11,185	+0.8%

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

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
ARTHUR BURTIS	PRESIDENT	001.00	Officer Director	$0	$0	$0
IRWIN SCHWARTZ	VICE PRESIDENT	001.00	Officer Director	$0	$0	$0
BETTY JANE ANELLA	TREASURER	005.00	Officer Director	$0	$0	$0
JEANNE EVANS	SECRETARY	001.00	Officer Director	$0	$0	$0
ELLEN BORDEN	DIRECTOR	003.00	Director	$0	$0	$0
CHRIS CRESSWELL	DIRECTOR	001.00	Director	$0	$0	$0
SANFORD SHNEIBAUM	DIRECTOR	001.00	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
2022	$26,733	$6,368	$1,366,626	$20,365
2021	$47,381	$36,196	$1,415,225	$11,185
2020	$12,869	$33,794	$1,388,792	$-20,925
2019	$18,459	$38,756	$1,374,593	$-20,297
2018	$17,238	$48,335	$1,339,222	$-31,097

ATTLEBORO RESIDENTS' FUND