FRIENDS OF DEEPWOOD (EIN 510188704) - 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

1974

Legal Domicile

Principal Officer

GRANT KENDALL

Phone

9713988077

Tax Period

2023-07-01 to 2024-06-30

FRIENDS OF DEEPWOOD, founded in 1974, is a small nonprofit that reported $258K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $246K left a modest 5% surplus.

Mission

OPERATION OF DEEPWOOD ESTATE AS A MUSEUM, GARDENS AND PUBLIC FACILITY

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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 $63,744

Program Service Revenue $165,956

Investment Income $3,827

Other Revenue $24,544

TOTAL REVENUE $258,071

Expense Breakdown

Grants Paid $0

Salaries & Benefits $157,232

Fundraising Expenses $0

Program Expenses $245,732

Other Expenses $88,500

TOTAL EXPENSES $245,732

Year-over-Year Comparison

	2023	2022	Change
Revenue	$258,071	$234,465	+0.1%
Expenses	$245,732	$237,934	+0.0%
Net Income	$12,339	$-3,469	-4.6%

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

$56,000

Total Directors

Key Employees

$41,294

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
YVONNE PUTZE	EXECUTIVE DIRECTOR	40	Officer	$56,000	$0	$56,000
MELANIE D JONES	ASSISTANT DIRECTOR	40	Key Emp	$41,294	$0	$41,294
KRISTI REED	VICE PRESIDENT	1	Officer	$0	$0	$0
HILLARY RANDALL	BOARD MEMBER	1	Officer	$0	$0	$0
CATHY BARNEY THOMAS	BOARD MEMBER	1	Officer	$0	$0	$0
GRANT KENDALL	PRESIDENT	1	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	No data	No data	No data	No data
2024	$258,071	$245,732	$436,800	$12,339
2023	$234,465	$237,934	$389,680	$-3,469
2022	$172,147	$214,840	$372,958	$-42,693
2021	$249,796	$177,951	$412,975	$71,845
2020	$156,571	$211,095	$324,502	$-54,524
2019	$191,914	$191,746	$335,647	$168

FRIENDS OF DEEPWOOD