THOUGHTWELL FKA Community Research Partners THOUGHTWELL

EIN: 311690992 501(c)(3)

Columbus, OH

Total Revenue
$701,384
Total Expenses
$685,735
Total Assets
$33,763
Net Assets
$30,738
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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
2000
Legal Domicile
OH
Principal Officer
PEGGY ANDERSON
Phone
6146681434
Tax Period
2018-01-01 to 2018-12-31

THOUGHTWELL FKA Community Research Partners THOUGHTWELL, founded in 2000, is a small nonprofit that reported $701K in total revenue in fiscal year 2018. Revenue decreased 15% compared to the prior year.

Mission

TO STRENGTHEN OHIO COMMUNITIES THROUGH DATA INFORMATION KNOWLEDGE

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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%)

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Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $225,743
Program Service Revenue $472,405
Investment Income $1,738
Other Revenue $1,498
TOTAL REVENUE $701,384

Expense Breakdown

Grants Paid $0
Salaries & Benefits $552,344
Fundraising Expenses $48,788
Program Expenses $517,388
Other Expenses $133,391
TOTAL EXPENSES $685,735

Year-over-Year Comparison

2018 2017 Change
Revenue $701,384 $826,815 -0.2%
Expenses $685,735 $998,661 -0.3%
Net Income $15,649 $-171,846 -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

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Governance

Voting Members
18
Independent Members
18
Employees
7
Volunteers
18

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
4
$0
Total Directors
17
$0
Key Employees
1
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
AARON SCHILL Board Member 1.000
Director
$0 $0 $0
PEGGY ANDERSON President 1.000
Officer Director
$0 $0 $0
MARK BARBASH Treasurer 1.000
Officer Director
$0 $0 $0
ROBERT T GREENBAUN Secretary 1.000
Officer Director
$0 $0 $0
LESLEY ARMOUR Board Chair 1.000
Officer Director
$0 $0 $0
MICHELLE HERITAGE Board Member 1.000
Director
$0 $0 $0
ERIK JANAS Board Member 1.000
Director
$0 $0 $0
STEVEN SCHOENY Board Member 1.000
Director
$0 $0 $0
DAYNA MCCRARY Board Member 1.000
Director
$0 $0 $0
DEBORAH J MITCHELL Board Member 1.000
Director
$0 $0 $0
MICHELLE V STOUW Board Member 1.000
Director
$0 $0 $0
AUDREY S REGAN Board Member 1.000
Director
$0 $0 $0
EDWARD JOHNSON Board Member 1.000
Director
$0 $0 $0
LYNNETTE COOK Executive Director 40.00
Key Emp
$0 $0 $0
MARY F MCLAUGHIN Board Member 1.000
Director
$0 $0 $0
DOREEN ROGERS Board Member 1.000
Director
$0 $0 $0
RASHMI NAIKAR Board Member 1.000
Director
$0 $0 $0
RACHEL KLEIT Board Member 1.000
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
2018 $701,384 $685,735 $33,763 $15,649
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