RECOVERY FOUNDATION INC (EIN 263494001) - 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

2009

Legal Domicile

Principal Officer

SHAWN GROVER

Phone

6087336600

Tax Period

2022-01-01 to 2022-12-31

RECOVERY FOUNDATION INC, founded in 2009, is a small nonprofit in the Mental Health sector that reported $213K in total revenue in fiscal year 2022. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $110K, a strong 52% operating margin.

Mission

TO PROVIDE FINANCIAL ASSISTANCE TO INDIVIDUALS SEEKING TREATMENT FOR SUBSTANCE ABUSE.

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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 $213,005

Program Service Revenue $0

Investment Income $310

Other Revenue $0

TOTAL REVENUE $213,315

Expense Breakdown

Grants Paid $61,555

Salaries & Benefits $0

Fundraising Expenses $22,392

Program Expenses $80,756

Other Expenses $41,593

TOTAL EXPENSES $103,148

Year-over-Year Comparison

	2022	2021	Change
Revenue	$213,315	$175,729	+0.2%
Expenses	$103,148	$83,687	+0.2%
Net Income	$110,167	$92,042	+0.2%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
SHAWN GROVER	PRESIDENT	Officer Director	$0	$0	$0
GREG WESTRICH	TREASURER	Officer Director	$0	$0	$0
SHELLY DUTCH	FOUNDING DIRECTOR	Director	$0	$0	$0
CHUCK CALLENDER	DIRECTOR	Director	$0	$0	$0
JEFF FRYE	DIRECTOR	Director	$0	$0	$0
MARY SCHNEIDER	SECRETARY	Officer Director	$0	$0	$0
JANIS WADDELL	VICE PRESIDENT	Officer Director	$0	$0	$0
ERIKA BIERMA	DIRECTOR	Director	$0	$0	$0
JEANNE BISSELL	DIRECTOR	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	$213,315	$103,148	$351,355	$110,167
2021	$175,729	$83,687	$241,213	$92,042
2020	$87,360	$65,890	$149,211	$21,470
2019	$107,838	$83,955	$128,056	$23,883
2018	$114,006	$105,921	$98,153	$8,085

RECOVERY FOUNDATION INC