BOOTHBAY REGION HEALTH & WELLNESS FOUNDATION (EIN 462589867) - 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

2013

Legal Domicile

Principal Officer

SUSAN PETERSON

Phone

2076336290

Tax Period

2023-01-01 to 2023-12-31

BOOTHBAY REGION HEALTH & WELLNESS FOUNDATION, founded in 2013, is a micro nonprofit in the Health Care sector that reported $58K in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year. Expenses of $65K exceeded revenue, resulting in a 11% operating deficit.

Mission

TO PROMOTE THE HEALTH AND WELLNESS OF ALL RESIDENTS, VISITORS, AND THOSE WHO HAVE TIES TO THE COMMUNITY

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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 $41,529

Program Service Revenue $4,289

Investment Income $30

Other Revenue $12,499

TOTAL REVENUE $58,347

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $64,687

Other Expenses $64,687

TOTAL EXPENSES $64,687

Year-over-Year Comparison

	2023	2022	Change
Revenue	$58,347	$68,167	-0.1%
Expenses	$64,687	$54,421	+0.2%
Net Income	$-6,340	$13,746	-1.5%

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

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
SHAWN LEWIN	PRESIDENT	10.00	Officer Director	$0	$0	$0
SANDRA LEONARD	DIRECTOR	1.00	Director	$0	$0	$0
MARY CONNELLY	DIRECTOR	10.00	Director	$0	$0	$0
ALICE GRANT	DIRECTOR	1.00	Director	$0	$0	$0
LUCY CRESSEY	SECRETARY	3.00	Officer Director	$0	$0	$0
GERALD HOMER	DIRECTOR	3.00	Director	$0	$0	$0
MARY NOLAN	DIRECTOR	1.00	Director	$0	$0	$0
PANDORA DICKINSON	VICE PRESIDENT	10.00	Director	$0	$0	$0
SUSAN PETERSON	TREASURER	3.00	Director	$0	$0	$0
LINDA YARMOSH	CLERK	3.00	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
2023	$58,347	$64,687	$125,450	$-6,340
2022	$68,167	$54,421	$126,493	$13,746
2021	$71,422	$46,549	$114,936	$24,873
2020	$51,305	$50,254	$88,845	$1,051
2019	$77,441	$79,881	$88,387	$-2,440
2018	$71,765	$71,957	$91,143	$-192

BOOTHBAY REGION HEALTH & WELLNESS FOUNDATION