NORTHPOINTE WOODS (EIN 383370058) - 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

1999

Legal Domicile

Principal Officer

LAURIE COOK

Phone

2699647625

Tax Period

2023-01-01 to 2023-12-31

NORTHPOINTE WOODS, founded in 1999, is a community nonprofit in the Health Care sector that reported $5.4M in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $5.3M left a modest 3% surplus.

Mission

SENIOR LIVING COMMUNITY FOR INDEPENDENT INDIVIDUALS AND THOSE REQUIRING ASSISTED LIVING.

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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 $360,038

Program Service Revenue $4,847,976

Investment Income $-13,246

Other Revenue $245,710

TOTAL REVENUE $5,440,478

Expense Breakdown

Grants Paid $21,374

Salaries & Benefits $2,318,134

Fundraising Expenses $0

Program Expenses $3,251,820

Other Expenses $2,928,479

TOTAL EXPENSES $5,267,987

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,440,478	$4,627,374	+0.2%
Expenses	$5,267,987	$4,855,460	+0.1%
Net Income	$172,491	$-228,086	-1.8%

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

$139,691

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM BALDWIN	CHAIR	4.00	Officer Director	$0	$0	$0
GLIN WINSOR	VICE CHAIR	4.00	Officer Director	$0	$0	$0
KEN SWISHER	TREASURER	4.00	Officer Director	$0	$0	$0
ANNETTE CHAPMAN	SECRETARY	4.00	Officer Director	$0	$0	$0
SHERII SHERBAN	DIRECTOR	4.00	Officer Director	$0	$0	$0
KAREN TODD	DIRECTOR	4.00	Director	$0	$0	$0
JIM REED	DIRECTOR	4.00	Director	$0	$0	$0
RHEA FRIETAG	DIRECTOR	4.00	Director	$0	$0	$0
DAVID SCHWEITZER	DIRECTOR	4.00	Director	$0	$0	$0
RUSS CLAGGET	DIRECTOR	4.00	Director	$0	$0	$0
LAURIE COOK	EXECUTIVE DIRECTOR	40.00	Officer	$108,513	$31,178	$139,691

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	$5,440,478	$5,267,987	$8,339,016	$172,491
2022	$4,627,374	$4,855,460	$8,239,321	$-228,086
2021	$4,498,445	$4,680,782	$7,677,942	$-182,337
2020	$4,596,811	$4,821,767	$8,263,437	$-224,956
2019	$5,007,798	$5,104,358	$8,562,952	$-96,560

NORTHPOINTE WOODS