NORTHWEST NEIGHBORS VILLAGE (EIN 261247521) - 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

2007

Legal Domicile

Principal Officer

Gene Sofer

Phone

2029356060

Tax Period

2024-01-01 to 2024-12-31

NORTHWEST NEIGHBORS VILLAGE, founded in 2007, is a small nonprofit in the Human Services sector that reported $350K in total revenue in fiscal year 2024. The organization ran a surplus of $66K, a strong 19% operating margin.

Mission

Enable older adults to thrive as they age in our community

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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 (2024)

Revenue Breakdown

Contributions & Grants $257,778

Program Service Revenue $75,845

Investment Income $15,735

Other Revenue $522

TOTAL REVENUE $349,880

Expense Breakdown

Grants Paid $0

Salaries & Benefits $221,035

Fundraising Expenses $26,884

Program Expenses $203,875

Other Expenses $62,420

TOTAL EXPENSES $283,455

Year-over-Year Comparison

	2024	2023	Change
Revenue	$349,880	$343,741	+0.0%
Expenses	$283,455	$311,970	-0.1%
Net Income	$66,425	$31,771	+1.1%

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

139

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
Gene Sofer	President	12	Officer Director	$0	$0	$0
Susan Crawford	Vice President	10	Officer Director	$0	$0	$0
Rosemary Marcuss	Treasurer	5	Officer Director	$0	$0	$0
Merilee Janssen	Secretary	5	Officer Director	$0	$0	$0
Morgan Gopnik	Immediate Past President	1	Director	$0	$0	$0
Richard Avidon	Board member	1	Director	$0	$0	$0
Jamie Butler	Board member	1	Director	$0	$0	$0
Shanti Conly	Board member	1	Director	$0	$0	$0
Judith Fien-Helfman	Board member	1	Director	$0	$0	$0
Ann Ingram	Board member	1	Director	$0	$0	$0
Gretchen Jennings	Board member	1	Director	$0	$0	$0
Monica Knorr	Board member	1	Director	$0	$0	$0
Lenore Lucey	Board member	1	Director	$0	$0	$0
Sam Smith	Board Member	1	Director	$0	$0	$0
Frances Mahncke	Director Emeritus	0.5	Director	$0	$0	$0
Janean Mann	Director Emeritus	0.5	Director	$0	$0	$0
Stewart Reuter	Director Emeritus	0.5	Director	$0	$0	$0
Jo Ann Tanner	Director Emeritus	0.5	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
2024	$349,880	$283,455	$553,202	$66,425
2023	$343,741	$311,970	$601,502	$31,771
2022	$353,122	$316,172	$408,057	$36,950
2021	$390,875	$227,009	$446,160	$163,866
2020	$220,396	$201,877	$287,693	$18,519
2019	$209,268	$194,465	$243,360	$14,803
2019	$209,268	$194,465	$243,360	$14,803
2018	$210,233	$188,736	$207,683	$21,497

NORTHWEST NEIGHBORS VILLAGE