COMMUNITY WORKSHOP AND TRAINING CENTER RESIDENTIALS (EIN 363989401) - 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

1989

Legal Domicile

Principal Officer

Patricia Gratton

Phone

3096863304

Tax Period

2023-07-01 to 2024-06-30

COMMUNITY WORKSHOP AND TRAINING CENTER RESIDENTIALS, founded in 1989, is a small nonprofit in the Human Services sector that reported $270K in total revenue in fiscal year 2023. Net assets of $876K represent 39 months of operating reserves.

Mission

HOUSING FOR DISABLED ADULTS

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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 $140,810

Program Service Revenue $0

Investment Income $8,708

Other Revenue $120,442

TOTAL REVENUE $269,960

Expense Breakdown

Grants Paid $0

Salaries & Benefits $46,125

Fundraising Expenses $0

Program Expenses $293,686

Other Expenses $247,561

TOTAL EXPENSES $293,686

Year-over-Year Comparison

	2023	2022	Change
Revenue	$269,960	$256,414	+0.1%
Expenses	$293,686	$307,749	0.0%
Net Income	$-23,726	$-51,335	-0.5%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDSEY BIRKEL	PRESIDENT	1	Officer	$0	$0	$0
TONY LEES	TREASURER	1	Officer	$0	$0	$0
LARRY RESUTKO	SECRETARY	1	Officer	$0	$0	$0
Jeff Ward	Board Member	1	Officer	$0	$0	$0
Jeff Ulrich	Board Member	1	Officer	$0	$0	$0
John Mesiter	Board Member	1	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	No data	No data	No data	No data
2024	$269,960	$293,686	$889,107	$-23,726
2023	$256,414	$307,749	$912,738	$-51,335
2022	$247,068	$271,049	$968,278	$-23,981
2021	$237,478	$253,939	$990,373	$-16,461

COMMUNITY WORKSHOP AND TRAINING CENTER RESIDENTIALS