DEEPWOOD FOUNDATION (EIN 341721177) - 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

1992

Legal Domicile

Principal Officer

ANDREA POKLAR-BYRNE

Phone

4403505208

Tax Period

2023-01-01 to 2023-12-31

DEEPWOOD FOUNDATION, founded in 1992, is a small nonprofit in the Human Services sector that reported $389K in total revenue in fiscal year 2023. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $550K exceeded revenue, resulting in a 41% operating deficit.

Mission

THE DEEPWOOD FOUNDATION'S MISSION IS TO EMPOWER INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES AND TO ENRICH THE QUALITY OF THEIR LIVES BY PROVIDING SUPPORT, ADVOCACY, GRANTS AND RESOURCES, AND TO PROMOTE COMMUNITY AWARENESS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $268,203

Program Service Revenue $0

Investment Income $25,026

Other Revenue $95,947

TOTAL REVENUE $389,176

Expense Breakdown

Grants Paid $135,923

Salaries & Benefits $122,699

Fundraising Expenses $27,420

Program Expenses $410,972

Other Expenses $291,641

TOTAL EXPENSES $550,263

Year-over-Year Comparison

	2023	2022	Change
Revenue	$389,176	$519,563	-0.3%
Expenses	$550,263	$414,896	+0.3%
Net Income	$-161,087	$104,667	-2.5%

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

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

$97,153

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RIKKE COACH	DIR OF DEVEL	40.00	Director	$75,421	$0	$75,421
TANA HABAT	DIR OF OPERA	20.00	Director	$21,732	$0	$21,732
KATE BECKA	DIRECTOR	1.00	Director	$0	$0	$0
DENNIS DEMPSEY	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD ELWELL	DIRECTOR	1.00	Director	$0	$0	$0
FRANK HICKS	DIRECTOR	1.00	Director	$0	$0	$0
CHUCK JOHNS	DIRECTOR	1.00	Director	$0	$0	$0
LINDA KAST	DIRECTOR	1.00	Director	$0	$0	$0
MICKEY KOZLOVICH	DIRECTOR	1.00	Director	$0	$0	$0
ANN MAHLER	DIRECTOR	1.00	Director	$0	$0	$0
SONJA MAIER	DIRECTOR	1.00	Director	$0	$0	$0
PAM MARTIN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN M MCNAMARA	DIRECTOR	1.00	Director	$0	$0	$0
ANDREA POKLAR-BYRNE	PRESIDENT	1.00	Officer Director	$0	$0	$0
PATTY RAZZANTE	DIRECTOR	1.00	Director	$0	$0	$0
SHAUNA RAZZANTE	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM C ROBERTSON	DIRECTOR	1.00	Director	$0	$0	$0
ELFIE ROMAN	DIRECTOR	1.00	Director	$0	$0	$0
ADAM ROSPLOCK	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT ROSPLOCK	DIRECTOR	1.00	Director	$0	$0	$0
BETH ROSSETTI	DIRECTOR	1.00	Director	$0	$0	$0
JULIA SCHICK	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS TARRANTINO	DIRECTOR	1.00	Director	$0	$0	$0
KATHLEEN THOMPSON	TREASURER	1.00	Officer Director	$0	$0	$0
AME WEST	VP & SECRETA	1.00	Officer 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	No data	No data	No data	No data
2023	$389,176	$550,263	$1,303,083	$-161,087
2022	$519,563	$414,896	$1,355,498	$104,667
2021	$289,436	$420,740	$1,543,716	$-131,304
2020	$173,266	$212,000	$1,595,530	$-38,734
2019	$563,716	$262,953	$1,521,450	$300,763
2018	$643,905	$781,246	$1,177,299	$-137,341

DEEPWOOD FOUNDATION