SPANISH WELLS POA (EIN 510162323) - 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

1973

Legal Domicile

Principal Officer

DAVE SPANGLER

Phone

8436864052

Tax Period

2025-01-01 to 2025-12-31

SPANISH WELLS POA, founded in 1973, is a small nonprofit that reported $518K in total revenue in fiscal year 2025. Revenue decreased 10% compared to the prior year. Expenses of $680K exceeded revenue, resulting in a 31% operating deficit.

Mission

MAINTAIN RESIDENTIAL COMMUNITY OPEN TO THE PUBLIC

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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 $0

Program Service Revenue $504,395

Investment Income $12,949

Other Revenue $589

TOTAL REVENUE $517,933

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $619,704

Other Expenses $680,064

TOTAL EXPENSES $680,064

Year-over-Year Comparison

	2025	2024	Change
Revenue	$517,933	$573,018	-0.1%
Expenses	$680,064	$576,230	+0.2%
Net Income	$-162,131	$-3,212	+49.5%

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

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
RUSSELL PATTERSON	DIRECTOR	0.50	Director	$0	$0	$0
ALAN MCCOLLOUGH	DIRECTOR	0.50	Director	$0	$0	$0
TED FABIAN	DIRECTOR	0.50	Director	$0	$0	$0
MARGIE SMITH	DIRECTOR	0.50	Director	$0	$0	$0
TED ATHANAS	DIRECTOR	0.50	Director	$0	$0	$0
TRACY CASTRICONE	TREASURER	1.00	Officer	$0	$0	$0
DAWN PAGE	PRESIDENT	1.00	Officer	$0	$0	$0
NATHAN DZENDZEL	SECRETARY	0.50	Officer	$0	$0	$0
BRIAN STERTZER	VICE PRESIDENT	0.50	Officer	$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	$517,933	$680,064	$287,826	$-162,131
2024	$573,018	$576,230	$466,333	$-3,212
2023	$421,304	$414,580	$350,939	$6,724
2022	$370,148	$577,451	$322,141	$-207,303
2021	$377,408	$321,815	$477,904	$55,593
2020	$334,893	$265,382	$430,919	$69,511
2019	$352,988	$328,362	$356,330	$24,626
2018	$355,254	$273,171	$321,274	$82,083

SPANISH WELLS POA