COMMUNITYCARE OF LYME

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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

Kym Williams

Phone

6037950603

Tax Period

2024-07-01 to 2025-06-30

COMMUNITYCARE OF LYME, founded in 2014, is a small nonprofit in the Community Improvement sector that reported $384K in total revenue in fiscal year 2024. Revenue surged 58% from the prior year, signaling strong growth momentum. The organization ran a surplus of $190K, a strong 50% operating margin.

Mission

Foster community engagement and support through neighbor-to-neighbor volunteer opportunities, community partnerships and programming focused on community connections, aging and wellness.

Program Service Accomplishments

Program 1

Expenses: $70,624 Revenue: $63,710

Community Connections: Strengthened neighbor-to-neighbor connections with 175+ volunteers, provided one-on-one support for 67 individuals, welcomed 11 new families, and hosted 15 events and programs reaching 376 unique individuals. Maintained 18 active partnerships with community and regional organizations. The monthly newsletter reaches 1,220 residents, and the online Organizations & Services Directory lists 100+ resources, driving 25% of our website traffic.

Program 2

Expenses: $34,766 Revenue: $236,103

Aging In Community: Supported older adults through resource connections (160+), intensive care circles for 14 families, and regular social engagement for 63 residents. Partnered with the Orford Area Senior Center for bi-weekly congregate meals (26 regular participants) and provided 36 rides. The 24/7 Helpline responded to 261 calls requiring action and 126 information requests. The new Penfield Fund ensures financial support for residents in crisis.

Program 3

Expenses: $68,096 Revenue: $50,195

Wellness: Promoted well-being through food security, connection, and health programs. The Food Pantry serves 20 to 25 households weekly (50 to 60 people, 25% children), with 20% receiving deliveries, 20 volunteers supporting operations. Meals for Neighbors assisted 6 families over 12 weeks; the Jenks Fund provided emergency financial help to 15 individuals. Weekly Walk & Talk (avg. 6 participants) and Community Reiki (10 clients monthly) supported wellness. The Neighbors Network, with 30 captains, connects nearly all of Lymes 800 families.

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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 $376,241

Program Service Revenue $0

Investment Income $7,915

Other Revenue $0

TOTAL REVENUE $384,156

Expense Breakdown

Grants Paid $36,723

Salaries & Benefits $126,172

Fundraising Expenses $2,049

Program Expenses $193,803

Other Expenses $30,908

TOTAL EXPENSES $193,803

Year-over-Year Comparison

	2024	2023	Change
Revenue	$384,156	$243,379	+0.6%
Expenses	$193,803	$208,072	-0.1%
Net Income	$190,353	$35,307	+4.4%

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

175

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

$33,458

Key Employees

$21,200

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dan Friehofer	Chair (Former). Now board member	6.00	Officer Director	$0	$0	$0
Kym Willilams	Chair (current)	20.00	Officer Director	$0	$0	$0
Manton Copeland	Treasurer	2.00	Officer Director	$0	$0	$0
Ke Wu	Secretary	6.00	Officer Director	$0	$0	$0
Patricia Jenks	Community Advocate	6.00	Director	$1,200	$0	$1,200
Fauve Dela Cruz	Executive Director (former)	20.00	Key Emp	$19,200	$0	$21,200
Kathy Sherrieb	Board Member	15.00	Director	$0	$0	$0
Nancy Allison	Board Member	4.00	Director	$0	$0	$0
Marilyn Wanner	Program Director	24.00	Director	$0	$0	$32,258
Niles Donegan	Board Member	4.00	Director	$0	$0	$0
Lisa Jensen	Board Member	4.00	Director	$0	$0	$0
Lynn McRae	Board Member	4.00	Director	$0	$0	$0
Julie Davis	Board Member	4.00	Director	$0	$0	$0
Jennifer Bolyston	Treasurer (Former)	2.00	Officer 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	$384,156	$193,803	$410,594	$190,353
2024	$243,379	$208,072	$220,241	$35,307
2023	$221,240	$220,470	$184,934	$770