FHI LAWRENCEANDOVER INC (EIN 264412391) - 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

BRADLEY HOWELL

Phone

9786859471

Tax Period

2024-07-01 to 2025-06-30

FHI LAWRENCEANDOVER INC, founded in 2009, is a small nonprofit in the Housing & Shelter sector that reported $258K in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $225K left a modest 13% surplus.

Mission

TO PROVIDE SUBSIDIZED HOUSING TO PEOPLE WITH DISABILITIES TO LIVE A RICH AND MEANINGFUL LIFE

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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 $189,063

Program Service Revenue $67,969

Investment Income $1,236

Other Revenue $0

TOTAL REVENUE $258,268

Expense Breakdown

Grants Paid $0

Salaries & Benefits $52,427

Fundraising Expenses $0

Program Expenses $149,109

Other Expenses $172,141

TOTAL EXPENSES $224,568

Year-over-Year Comparison

	2024	2023	Change
Revenue	$258,268	$238,571	+0.1%
Expenses	$224,568	$193,744	+0.2%
Net Income	$33,700	$44,827	-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

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

$877,162

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA STAFF	PRESIDENT	0.15	Officer Director	$0	$0	$0
GEORGE MORIARTY	PRESIDENT-ELECT	0.15	Officer Director	$0	$0	$0
GREGG SPURR	TREASURER, FINANCE CHAIR (UNTIL 12/2024)	0.15	Officer Director	$0	$0	$0
JOSE PINO	BOARD MEMBER	0.15	Director	$0	$0	$0
GLAVIELINYS CRUZ	BOARD MEMBER	0.15	Director	$0	$0	$0
TRICIA MCNAIR	BOARD MEMBER	0.15	Director	$0	$0	$0
JONATHAN DOWST	BOARD MEMBER	0.15	Director	$0	$0	$0
JUDY NORMANDIN	BOARD MEMBER	0.15	Director	$0	$0	$0
BRYAN CHASE	BOARD MEMBER	0.15	Director	$0	$0	$0
DENNIS CONLIN	BOARD MEMBER	0.15	Director	$0	$0	$0
RAQUEL QUEZADA	BOARD MEMBER (UNTIL 3/25)	0.15	Director	$0	$0	$0
BRADLEY HOWELL	PRESIDENT & CEO	0.50	Officer	$0	$34,577	$277,929
COURTNEY SALERNO	CPO	0.50	Officer	$0	$3,525	$107,731
KRISTEN TARSIA	CSO	0.50	Officer	$0	$4,593	$131,814
LEANNA FLEMING	CFO (UNTIL 12/2024)	0.50	Officer	$0	$16,126	$193,229
CHRISTINA HILDONEN	COO (UNTIL 08/2024)	0.50	Officer	$0	$26,645	$166,459
DANIEL CARROL	CLERK	0.15	Officer	$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	$258,268	$224,568	$669,604	$33,700
2024	No data	No data	No data	No data
2023	$236,259	$192,232	$522,492	$44,027
2022	$230,395	$190,449	$457,767	$39,946
2021	$267,344	$230,711	$381,822	$36,633
2020	$241,551	$227,910	$404,608	$13,641
2019	$235,496	$218,733	$365,377	$16,763
2018	$235,952	$233,030	$309,153	$2,922

FHI LAWRENCEANDOVER INC