Shoreline Wellness Behavioral Health Outreach Inc (EIN 461212607) - 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

2020

Legal Domicile

Principal Officer

Cara Powers

Phone

2036234205

Tax Period

2024-01-01 to 2024-12-31

Shoreline Wellness Behavioral Health Outreach Inc, founded in 2020, is a community nonprofit in the Mental Health sector that reported $1.3M in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year.

Mission

Our mission at Shoreline Wellness Center & Behavioral Health Clinic is to create a productive environment where our clients and patients will be able to obtain the resources necessary to lead a healthy, safe, and meaningful life by offering empowering services that are: person-centered, strength-based,evidenced based, gender-sensitive and collaborative to all members of West Haven, CT andsurrounding communities.

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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 $27,476

Program Service Revenue $1,271,278

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,298,754

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,170,594

Fundraising Expenses $0

Program Expenses $1,174,918

Other Expenses $96,001

TOTAL EXPENSES $1,266,595

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,298,754	$1,402,293	-0.1%
Expenses	$1,266,595	$1,107,944	+0.1%
Net Income	$32,159	$294,349	-0.9%

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

N/A

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

$123,040

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Cara Powers	President	40.00	Officer	$90,250	$0	$90,250
Robert Powers	Vice President	40.00	Officer	$32,790	$0	$32,790
Nicole Wetmore	Secretary	5.00	Director	$0	$0	$0
Kim Kenny	Chairman	5.00	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	$1,298,754	$1,266,595	$426,671	$32,159
2023	$1,402,293	$1,107,944	$378,459	$294,349
2022	$1,612,990	$1,602,777	$82,110	$10,213

Shoreline Wellness Behavioral Health Outreach Inc