Friends of The Lewinsville Inc

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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

1982

Legal Domicile

Principal Officer

Pattie Gunter

Phone

7034428660

Tax Period

2023-10-01 to 2024-09-30

Friends of The Lewinsville Inc, founded in 1982, is a small nonprofit that reported $195K in total revenue in fiscal year 2023. Revenue decreased 5% compared to the prior year. The organization ran a surplus of $36K, a strong 19% operating margin.

Mission

Enhance the quality of life for residents of the Lewinsville Retirement Residence (LRR) (a 501(c)(3)entity). The Organization supports LRRs programs, activities and services provided to the residents of LRR to support their physical, mental,social and spirital health.

Program Service Accomplishments

Program 1

Expenses: $138,970 Revenue: $0

Support of meal and resident services programs for an affiliated 501(C)(3) organizations residents and low income housing projects meal and tenant activities to 180 residents as well as other...

Support of meal and resident services programs for an affiliated 501(C)(3) organizations residents and low income housing projects meal and tenant activities to 180 residents as well as other projects for the residents of the affiliated organization

Program 2

Expenses: $8,774 Revenue: $0

Direct support of special projects to enhance and improve facilities of an affiliated 501 (c)(3) organization.

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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 $66,478

Program Service Revenue $0

Investment Income $128,930

Other Revenue $0

TOTAL REVENUE $195,408

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $147,744

Other Expenses $159,205

TOTAL EXPENSES $159,205

Year-over-Year Comparison

	2023	2022	Change
Revenue	$195,408	$206,328	-0.1%
Expenses	$159,205	$84,964	+0.9%
Net Income	$36,203	$121,364	-0.7%

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

N/A

Volunteers

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
Pattie Gunter	President & Director	3.00	Officer Director	$0	$0	$0
James Foster	Director	1.00	Officer Director	$0	$0	$0
Daniel Deyo	Director-Secretary	1.00	Officer Director	$0	$0	$0
Deboeah Stevens	Director-Treasurer	1.00	Officer Director	$0	$0	$0
Deven Meier	Director	1.00	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
2024	$195,408	$159,205	$2,946,164	$36,203
2023	$206,328	$84,964	$2,536,343	$121,364
2022	$232,297	$256,191	$2,286,757	$-23,894
2021	$264,744	$365,749	$3,912,419	$-101,005
2020	$214,738	$334,098	$2,732,665	$-119,360