FRIENDS OF LOUDOUN COUNTY MENTAL HEALTH INC (EIN 510246519) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1977

Legal Domicile

Principal Officer

KATRINA COLE

Phone

7034431380

Tax Period

2021-07-01 to 2022-06-30

FRIENDS OF LOUDOUN COUNTY MENTAL HEALTH INC, founded in 1977, is a small nonprofit that reported $112K in total revenue in fiscal year 2020. Revenue surged 40% from the prior year, signaling strong growth momentum. Expenses of $101K left a modest 11% surplus.

Mission

TO EDUCATE THE COMMUNITY ABOUT MENTAL ILLNESS AND RECOVERY, AND TO PREVENT HOMELESSNESS

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $98,370

Program Service Revenue $0

Investment Income $1,814

Other Revenue $-8,661

TOTAL REVENUE $91,523

Expense Breakdown

Grants Paid $47,825

Salaries & Benefits $0

Fundraising Expenses $7,413

Program Expenses $47,825

Other Expenses $26,971

TOTAL EXPENSES $74,796

Year-over-Year Comparison

	2021	2020	Change
Revenue	$91,523	$112,365	-0.2%
Expenses	$74,796	$100,544	-0.3%
Net Income	$16,727	$11,821	+0.4%

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

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	Role	Reportable Comp	Other Comp	Total
KATRINA COLE	PRESIDENT	Officer Director	$0	$0	$0
ANNETTE HARTUNG	TREASURER	Director	$0	$0	$0
ELIZABETH NEWBERRY	SECRETARY	Director	$0	$0	$0
CHRISTY EVANS	DIRECTOR	Director	$0	$0	$0
AIMEE MCKINNEY	DIRECTOR	Director	$0	$0	$0
TRACY WOOD	DIRECTOR	Director	$0	$0	$0
CYNTHIA BENBOW	DIRECTOR	Director	$0	$0	$0
TONIA CHAGNON	VICE PRESIDENT	Director	$0	$0	$0
JUSTIN DOBSON	DIRECTOR	Director	$0	$0	$0
GREGORY BREADS	CEO	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
2022	$91,523	$74,796	$144,878	$16,727
2021	$112,365	$100,544	$124,251	$11,821

FRIENDS OF LOUDOUN COUNTY MENTAL HEALTH INC