SOUTH WHIDBEY HOMELESS COALITION (EIN 465588852) - 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

2014

Legal Domicile

Principal Officer

TANYA STAGER

Tax Period

2025-01-01 to 2025-12-31

SOUTH WHIDBEY HOMELESS COALITION, founded in 2014, is a small nonprofit in the Housing & Shelter sector that reported $548K in total revenue in fiscal year 2025. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $518K left a modest 5% surplus.

Mission

WE PROVIDE COMMUNITY MEMBERS FACING HOMLESSNESS WITH CHELTER, RESURCES, AND ADVOCCY TO CREATE A STRONG AND THRIVING WIDBEY ISLAND.

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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 (2025)

Revenue Breakdown

Contributions & Grants $547,722

Program Service Revenue $0

Investment Income $3

Other Revenue $0

TOTAL REVENUE $547,725

Expense Breakdown

Grants Paid $0

Salaries & Benefits $378,469

Fundraising Expenses $2,063

Program Expenses $384,261

Other Expenses $139,340

TOTAL EXPENSES $517,809

Year-over-Year Comparison

	2025	2024	Change
Revenue	$547,725	$495,183	+0.1%
Expenses	$517,809	$540,724	0.0%
Net Income	$29,916	$-45,541	-1.7%

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

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
BRANDI BLAIS	VICE PRESIDENT	010.00	Officer Director	$0	$0	$0
BOBBI LORSON	PRESIDENT	040.00	Officer Director	$0	$0	$0
LYDIA FARRELL	SECRETARY	010.00	Officer Director	$0	$0	$0
BOB NELSON	TREASURER	010.00	Officer Director	$0	$0	$0
JANET HARRIS	BOARD MEMBER	020.00	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
2025	$547,725	$517,809	$898,082	$29,916
2024	No data	No data	No data	No data
2023	$619,809	$741,057	$892,447	$-121,248
2022	$502,086	$521,953	$994,677	$-19,867
2021	$904,517	$511,819	$868,832	$392,698
2020	$573,975	$488,828	$345,512	$85,147
2019	$433,569	$429,925	$281,819	$3,644
2018	$403,100	$433,676	$270,699	$-30,576

SOUTH WHIDBEY HOMELESS COALITION